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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
5KNew |
$234K - $270K
|
5K
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.93KNew |
$231K - $266K
|
4.93K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.41KNew |
$160K - $184K
|
3.41K
$183K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.02K+ 212.76% |
$141K - $163K
|
4.44K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.74K+ 232.34% |
$128K - $148K
|
3.92K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.67KNew |
$125K - $144K
|
2.67K
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$113K - $131K
|
2.42K
$130K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.78KNew |
$83.4K - $96K
|
1.78K
$95.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.63KNew |
$76.3K - $87.9K
|
1.63K
$87.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.6KNew |
$75.1K - $86.5K
|
1.6K
$85.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.58KNew |
$74.1K - $85.3K
|
1.58K
$84.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.57K+ 22.37% |
$73.8K - $84.9K
|
8.61K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.5K+ 34.72% |
$70.4K - $81K
|
5.83K
$312K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$70.3K - $80.9K
|
1.5K
$80.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.28KNew |
$60K - $69K
|
1.28K
$68.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.01KNew |
$47.1K - $54.3K
|
1.01K
$53.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
990+ 35.66% |
$46.4K - $53.4K
|
3.77K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
922New |
$43.2K - $49.7K
|
922
$49.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
832+ 13.66% |
$39K - $44.9K
|
6.92K
$371K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
760New |
$35.6K - $41K
|
760
$40.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
733New |
$34.3K - $39.5K
|
733
$39.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
723New |
$33.9K - $39K
|
723
$38.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
664New |
$31.1K - $35.8K
|
664
$35.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
557New |
$26.1K - $30K
|
557
$29.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
495+ 11.92% |
$23.2K - $26.7K
|
4.65K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
382New |
$17.9K - $20.6K
|
382
$20.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 15.0% |
$14.1K - $16.2K
|
2.3K
$123K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
294New |
$13.8K - $15.9K
|
294
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
244New |
$11.4K - $13.2K
|
244
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216+ 89.26% |
$10.1K - $11.7K
|
458
$24.5K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200+ 66.67% |
$9.37K - $10.8K
|
500
$26.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
200+ 3.2% |
$9.37K - $10.8K
|
6.46K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
151+ 1.87% |
$7.08K - $8.14K
|
8.22K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150+ 176.47% |
$7.03K - $8.09K
|
235
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
147New |
$6.89K - $7.93K
|
147
$7.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
127New |
$5.95K - $6.85K
|
127
$6.81K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
120New |
$5.62K - $6.47K
|
120
$6.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 170.0% |
$4.78K - $5.5K
|
162
$8.68K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
77+ 102.67% |
$3.61K - $4.15K
|
152
$8.15K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
71New |
$3.33K - $3.83K
|
71
$3.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 0.39% |
$2.3K - $2.64K
|
12.5K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41New |
$1.92K - $2.21K
|
41
$2.2K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40+ 1.8% |
$1.87K - $2.16K
|
2.26K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
30+ 0.19% |
$1.41K - $1.62K
|
15.8K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21+ 0.48% |
$984 - $1.13K
|
4.42K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 14.0% |
$984 - $1.13K
|
171
$9.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$937 - $1.08K
|
20
$1.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16New |
$750 - $863
|
16
$857
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$609 - $701
|
13
$697
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 1.21% |
$375 - $432
|
670
$35.9K
|