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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
856+ 74.37% |
$37.8K - $42.1K
|
2.01K
$108K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
819New |
$36.2K - $40.3K
|
819
$43.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
775+ 10.13% |
$34.2K - $38.1K
|
8.42K
$451K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
486+ 7.02% |
$21.5K - $23.9K
|
7.41K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$13.2K - $14.8K
|
300
$16.1K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
242+ 3.88% |
$10.7K - $11.9K
|
6.49K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
200+ 40.0% |
$8.83K - $9.84K
|
700
$37.5K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
192+ 11.58% |
$8.48K - $9.44K
|
1.85K
$99.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$6.62K - $7.38K
|
150
$8.04K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
121+ 2.67% |
$5.34K - $5.95K
|
4.66K
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
116New |
$5.12K - $5.71K
|
116
$6.22K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101+ 11.28% |
$4.46K - $4.97K
|
996
$53.4K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 4.17% |
$4.42K - $4.92K
|
2.5K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
97New |
$4.28K - $4.77K
|
97
$5.2K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
74New |
$3.27K - $3.64K
|
74
$3.97K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.21K - $2.46K
|
50
$2.68K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33New |
$1.46K - $1.62K
|
33
$1.77K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
28+ 0.05% |
$1.24K - $1.38K
|
53K
$2.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.1K - $1.23K
|
25
$1.34K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
22New |
$971 - $1.08K
|
22
$1.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 1.62% |
$795 - $885
|
1.13K
$60.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 9.89% |
$795 - $885
|
200
$10.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.17% |
$574 - $639
|
7.49K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$486 - $541
|
11
$589
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$442 - $492
|
10
$536
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
9+ 0.06% |
$397 - $443
|
15.7K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$44.2 - $49.2
|
85
$4.56K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
1.57MNew |
$62.1M - $77.8M
|
1.57M
$84.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
700KNew |
$27.7M - $34.6M
|
700K
$37.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
547KNew |
$21.6M - $27.1M
|
547K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
272KNew |
$10.8M - $13.5M
|
272K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
160KNew |
$6.31M - $7.89M
|
160K
$8.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
155K+ 309820.0% |
$6.12M - $7.66M
|
155K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
112K+ 108.67% |
$4.41M - $5.52M
|
214K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
90.5KNew |
$3.58M - $4.48M
|
90.5K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
61.3K+ 84.26% |
$2.42M - $3.03M
|
134K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
42.5KNew |
$1.68M - $2.1M
|
42.5K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
39.6KNew |
$1.57M - $1.96M
|
39.6K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
33.1KNew |
$1.31M - $1.64M
|
33.1K
$1.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.3KNew |
$961K - $1.2M
|
24.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$862K - $1.08M
|
21.8K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
19.5KNew |
$771K - $965K
|
19.5K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.4KNew |
$689K - $862K
|
17.4K
$934K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.4KNew |
$528K - $661K
|
13.4K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.1KNew |
$477K - $597K
|
12.1K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11KNew |
$435K - $544K
|
11K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
10KNew |
$395K - $495K
|
10K
$536K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.72K+ 56.92% |
$384K - $481K
|
26.8K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.07K+ 128.77% |
$319K - $399K
|
14.3K
$768K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
7.07K+ 97.29% |
$280K - $350K
|
14.3K
$768K
|
|