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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
932New |
$41.1K - $45.8K
|
932
$54.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
856+ 74.37% |
$37.8K - $42.1K
|
2.01K
$117K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
819New |
$36.2K - $40.3K
|
819
$47.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
775+ 10.13% |
$34.2K - $38.1K
|
8.42K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
486+ 7.02% |
$21.5K - $23.9K
|
7.41K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$13.2K - $14.8K
|
300
$17.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$6.62K - $7.38K
|
150
$8.78K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
121+ 2.67% |
$5.34K - $5.95K
|
4.66K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
116New |
$5.12K - $5.71K
|
116
$6.79K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101+ 11.28% |
$4.46K - $4.97K
|
996
$58.3K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
97New |
$4.28K - $4.77K
|
97
$5.68K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
74New |
$3.27K - $3.64K
|
74
$4.33K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.21K - $2.46K
|
50
$2.93K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33New |
$1.46K - $1.62K
|
33
$1.93K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
28+ 0.05% |
$1.24K - $1.38K
|
53K
$3.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.1K - $1.23K
|
25
$1.46K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.17% |
$574 - $639
|
7.49K
$438K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$486 - $541
|
11
$644
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$442 - $492
|
10
$585
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8New |
$353 - $394
|
8
$468
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$44.2 - $49.2
|
85
$4.97K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
1.57MNew |
$62.1M - $77.8M
|
1.57M
$92M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
828K+ 11.38% |
$32.7M - $41M
|
8.1M
$474M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
700KNew |
$27.7M - $34.6M
|
700K
$41M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
547KNew |
$21.6M - $27.1M
|
547K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
160KNew |
$6.31M - $7.89M
|
160K
$9.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
61.3K+ 84.26% |
$2.42M - $3.03M
|
134K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
42.5KNew |
$1.68M - $2.1M
|
42.5K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
39.6KNew |
$1.57M - $1.96M
|
39.6K
$2.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.3KNew |
$961K - $1.2M
|
24.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$862K - $1.08M
|
21.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
19.5KNew |
$771K - $965K
|
19.5K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.4KNew |
$528K - $661K
|
13.4K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11KNew |
$435K - $544K
|
11K
$643K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.72K+ 56.92% |
$384K - $481K
|
26.8K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.07K+ 128.77% |
$319K - $399K
|
14.3K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
6.24KNew |
$247K - $308K
|
6.24K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.69KNew |
$225K - $281K
|
5.69K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$220K - $275K
|
5.57K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
4.91KNew |
$194K - $243K
|
4.91K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.5KNew |
$178K - $222K
|
4.5K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.35KNew |
$172K - $215K
|
4.35K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.3K+ 14.2% |
$90.9K - $114K
|
18.5K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.87K+ 6.99% |
$74.1K - $92.7K
|
28.7K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1.8K+ 60.0% |
$71.2K - $89K
|
4.8K
$281K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$54.4K - $68.1K
|
1.38K
$80.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$51.5K - $64.4K
|
1.3K
$76.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
693New |
$27.4K - $34.3K
|
693
$40.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
646New |
$25.5K - $32K
|
646
$37.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
400+ 50.0% |
$15.8K - $19.8K
|
1.2K
$70.2K
|
|