Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32+ 0.29% |
$1.54K - $1.87K
|
10.9K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
31+ 0.75% |
$1.49K - $1.81K
|
4.19K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 0.77% |
$1.49K - $1.81K
|
4.08K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
29+ 0.52% |
$1.39K - $1.7K
|
5.59K
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 2.58% |
$1.34K - $1.64K
|
1.11K
$59.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27+ 1.16% |
$1.3K - $1.58K
|
2.35K
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
26+ 2.2% |
$1.25K - $1.52K
|
1.21K
$64.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.17% |
$1.2K - $1.46K
|
14.4K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
23+ 0.52% |
$1.1K - $1.35K
|
4.43K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
22+ 169.23% |
$1.06K - $1.29K
|
35
$1.88K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
21+ 0.08% |
$1.01K - $1.23K
|
27.7K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 1.16% |
$1.01K - $1.23K
|
1.83K
$98.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.63% |
$960 - $1.17K
|
3.18K
$170K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 10.38% |
$912 - $1.11K
|
202
$10.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.35% |
$816 - $995
|
4.92K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
17+ 3.51% |
$816 - $995
|
501
$26.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16+ 0.31% |
$768 - $936
|
5.11K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 1.46% |
$768 - $936
|
1.12K
$59.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 100.0% |
$720 - $878
|
30
$1.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
15+ 0.77% |
$720 - $878
|
1.97K
$106K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.1% |
$720 - $878
|
15.4K
$827K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 1.08% |
$672 - $819
|
1.31K
$70.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 0.12% |
$624 - $761
|
10.6K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
12+ 2.44% |
$576 - $702
|
503
$27K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.09% |
$576 - $702
|
13.8K
$741K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.17% |
$576 - $702
|
6.87K
$368K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$576 - $702
|
5.96K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 3.14% |
$480 - $585
|
328
$17.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.44% |
$480 - $585
|
2.29K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 3.6% |
$432 - $527
|
259
$13.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 37.5% |
$432 - $527
|
33
$1.77K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.01% |
$432 - $527
|
81.4K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.04% |
$384 - $468
|
780
$41.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.09% |
$384 - $468
|
9.41K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 1.21% |
$384 - $468
|
669
$35.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 3.85% |
$384 - $468
|
216
$11.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.23% |
$384 - $468
|
661
$35.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 16.33% |
$384 - $468
|
57
$3.05K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 3.37% |
$336 - $410
|
215
$11.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.13% |
$336 - $410
|
5.56K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.59% |
$288 - $351
|
1.03K
$55.3K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
6New |
$288 - $351
|
6
$322
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.1% |
$240 - $293
|
4.95K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.64% |
$240 - $293
|
787
$42.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
4+ 0.07% |
$192 - $234
|
5.75K
$308K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.15% |
$144 - $176
|
2.05K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 1.43% |
$144 - $176
|
213
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 4.55% |
$144 - $176
|
69
$3.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.04% |
$144 - $176
|
7.83K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.83% |
$144 - $176
|
364
$19.5K
|