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 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.55KNew |
$170K - $208K
|
3.55K
$208K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.55KNew |
$170K - $207K
|
3.55K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$169K - $206K
|
3.53K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.52KNew |
$169K - $206K
|
3.52K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.5KNew |
$168K - $205K
|
3.5K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.47KNew |
$167K - $203K
|
3.47K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.47KNew |
$166K - $203K
|
3.47K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.7KNew |
$130K - $158K
|
2.7K
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.7K+ 50.46% |
$130K - $158K
|
8.05K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.6K+ 9.89% |
$125K - $152K
|
28.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.32K+ 5.53% |
$111K - $135K
|
44.2K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.76KNew |
$84.4K - $103K
|
1.76K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.52KNew |
$72.9K - $88.9K
|
1.52K
$88.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.27KNew |
$61.1K - $74.5K
|
1.27K
$74.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.2K+ 4.06% |
$57.7K - $70.3K
|
30.8K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16KNew |
$55.5K - $67.6K
|
1.16K
$67.6K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
882+ 3.12% |
$42.3K - $51.6K
|
29.2K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
870+ 92.95% |
$41.8K - $50.9K
|
1.81K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
794New |
$38.1K - $46.5K
|
794
$46.5K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
776New |
$37.3K - $45.4K
|
776
$45.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
718+ 8.62% |
$34.5K - $42K
|
9.05K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
638+ 9.22% |
$30.6K - $37.3K
|
7.56K
$442K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
622New |
$29.9K - $36.4K
|
622
$36.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
520+ 48.55% |
$25K - $30.4K
|
1.59K
$93.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.36% |
$24K - $29.3K
|
139K
$8.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
480New |
$23K - $28.1K
|
480
$28.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
464New |
$22.3K - $27.2K
|
464
$27.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
452+ 2.45% |
$21.7K - $26.5K
|
18.9K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
321New |
$15.4K - $18.8K
|
321
$18.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
321New |
$15.4K - $18.8K
|
321
$18.8K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$17.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
288+ 16.79% |
$13.8K - $16.9K
|
2K
$117K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
235+ 1.7% |
$11.3K - $13.8K
|
14.1K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$9.6K - $11.7K
|
200
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
175+ 35.0% |
$8.4K - $10.2K
|
675
$39.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
175+ 9.89% |
$8.4K - $10.2K
|
1.95K
$114K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
169New |
$8.11K - $9.89K
|
169
$9.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
159New |
$7.63K - $9.31K
|
159
$9.3K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 15.79% |
$7.2K - $8.78K
|
1.1K
$64.4K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
103+ 2.98% |
$4.95K - $6.03K
|
3.56K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
88New |
$4.22K - $5.15K
|
88
$5.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
79+ 19.75% |
$3.79K - $4.62K
|
479
$28K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
75+ 1.17% |
$3.6K - $4.39K
|
6.5K
$381K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
70New |
$3.36K - $4.1K
|
70
$4.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
59+ 0.77% |
$2.83K - $3.45K
|
7.68K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
56+ 1.16% |
$2.69K - $3.28K
|
4.9K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$2.06K - $2.52K
|
43
$2.52K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.95% |
$1.92K - $2.34K
|
4.24K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
40New |
$1.92K - $2.34K
|
40
$2.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
34+ 0.47% |
$1.63K - $1.99K
|
7.28K
$426K
|