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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
400+ 50.0% |
$15.8K - $19.8K
|
1.2K
$70.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
333New |
$13.2K - $16.5K
|
333
$19.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
282New |
$11.1K - $14K
|
282
$16.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
251New |
$9.92K - $12.4K
|
251
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
246New |
$9.72K - $12.2K
|
246
$14.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
243New |
$9.61K - $12K
|
243
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$11.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$11.7K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
190New |
$7.51K - $9.4K
|
190
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
159New |
$6.29K - $7.87K
|
159
$9.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
140New |
$5.53K - $6.93K
|
140
$8.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 1.37% |
$4.23K - $5.29K
|
7.91K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
92New |
$3.64K - $4.55K
|
92
$5.38K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
76New |
$3K - $3.76K
|
76
$4.45K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
75+ 1.97% |
$2.96K - $3.71K
|
3.88K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
70+ 0.96% |
$2.77K - $3.46K
|
7.34K
$429K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$2.61K - $3.27K
|
66
$3.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
62New |
$2.45K - $3.07K
|
62
$3.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
58New |
$2.29K - $2.87K
|
58
$3.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 1.18% |
$791 - $989
|
1.72K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
250KNew |
$11M - $13.6M
|
250K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
69.7KNew |
$3.08M - $3.8M
|
69.7K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
54.8KNew |
$2.42M - $2.98M
|
54.8K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
46.3KNew |
$2.04M - $2.52M
|
46.3K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19KNew |
$839K - $1.03M
|
19K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
15.1KNew |
$667K - $822K
|
15.1K
$884K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.04KNew |
$223K - $275K
|
5.04K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.76KNew |
$210K - $259K
|
4.76K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
4.7KNew |
$208K - $256K
|
4.7K
$275K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.34K+ 55.32% |
$147K - $182K
|
9.37K
$548K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.67K+ 682.1% |
$118K - $145K
|
3.06K
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.1K+ 32.31% |
$92.7K - $114K
|
8.6K
$503K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.33KNew |
$58.5K - $72.2K
|
1.33K
$77.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 9.98% |
$47.9K - $59.1K
|
12K
$700K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
986New |
$43.5K - $53.7K
|
986
$57.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
731+ 17.53% |
$32.3K - $39.8K
|
4.9K
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
690+ 9.1% |
$30.5K - $37.6K
|
8.27K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
619+ 13.44% |
$27.3K - $33.7K
|
5.23K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
541New |
$23.9K - $29.5K
|
541
$31.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
420+ 10.08% |
$18.5K - $22.9K
|
4.59K
$268K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
210+ 0.37% |
$9.27K - $11.4K
|
56.3K
$3.29M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
190+ 3.48% |
$8.39K - $10.3K
|
5.65K
$331K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
182+ 0.15% |
$8.03K - $9.91K
|
118K
$6.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
166New |
$7.33K - $9.04K
|
166
$9.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
132+ 1.99% |
$5.83K - $7.19K
|
6.77K
$396K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
70New |
$3.09K - $3.81K
|
70
$4.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62+ 144.19% |
$2.74K - $3.38K
|
105
$6.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 17.58% |
$1.99K - $2.45K
|
301
$17.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$574 - $708
|
6.25K
$366K
|
|