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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.35K+ 221.46% |
$409K - $490K
|
12.1K
$638K
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
7.75KNew |
$380K - $455K
|
7.75K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.7K+ 138.78% |
$329K - $393K
|
11.5K
$607K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.53K+ 77.75% |
$320K - $383K
|
14.9K
$786K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.93KNew |
$291K - $348K
|
5.93K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.54KNew |
$272K - $325K
|
5.54K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
5.5KNew |
$270K - $323K
|
5.5K
$289K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.91KNew |
$241K - $288K
|
4.91K
$258K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8KNew |
$235K - $282K
|
4.8K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.44KNew |
$218K - $261K
|
4.44K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4.21KNew |
$206K - $247K
|
4.21K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.18KNew |
$205K - $245K
|
4.18K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$190K - $227K
|
3.87K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.3KNew |
$113K - $135K
|
2.3K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.25K+ 6.95% |
$110K - $132K
|
34.6K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$98K - $117K
|
2K
$105K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
900New |
$44.1K - $52.8K
|
900
$47.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
729New |
$35.7K - $42.8K
|
729
$38.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
710New |
$34.8K - $41.7K
|
710
$37.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
522+ 8.76% |
$25.6K - $30.6K
|
6.48K
$341K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500+ 15.81% |
$24.5K - $29.3K
|
3.66K
$193K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
380+ 0.97% |
$18.6K - $22.3K
|
39.4K
$2.08M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
339New |
$16.6K - $19.9K
|
339
$17.8K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
326New |
$16K - $19.1K
|
326
$17.2K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
300New |
$14.7K - $17.6K
|
300
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
270+ 7.04% |
$13.2K - $15.8K
|
4.11K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
258+ 3.41% |
$12.6K - $15.1K
|
7.83K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
241New |
$11.8K - $14.1K
|
241
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
223+ 0.71% |
$10.9K - $13.1K
|
31.5K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.8K - $11.7K
|
200
$10.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
182+ 0.8% |
$8.92K - $10.7K
|
22.8K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
154New |
$7.55K - $9.04K
|
154
$8.11K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 41.2% |
$5.05K - $6.04K
|
353
$18.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
83New |
$4.07K - $4.87K
|
83
$4.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
62New |
$3.04K - $3.64K
|
62
$3.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
60+ 0.58% |
$2.94K - $3.52K
|
10.4K
$545K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
55+ 0.23% |
$2.7K - $3.23K
|
24.3K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44New |
$2.16K - $2.58K
|
44
$2.32K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.98% |
$2.06K - $2.46K
|
4.32K
$227K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 1.42% |
$1.67K - $2K
|
2.43K
$128K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
13New |
$637 - $763
|
13
$684
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.3% |
$588 - $704
|
4.04K
$213K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$441 - $528
|
9
$474
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 0.09% |
$343 - $411
|
7.54K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
6+ 0.14% |
$294 - $352
|
4.29K
$226K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.81% |
$196 - $235
|
498
$26.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3+ 1.09% |
$147 - $176
|
277
$14.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 2.38% |
$49 - $58.7
|
43
$2.26K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.9MNew |
$570M - $695M
|
10.9M
$575M
|
|
|
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
751K+ 92.28% |
$39.2M - $47.8M
|
1.56M
$82.4M
|
|