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 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
805New |
$46.7K - $57.6K
|
805
$43.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
689New |
$39.9K - $49.3K
|
689
$36.9K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
664+ 19.81% |
$38.5K - $47.5K
|
4.02K
$215K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
646New |
$37.4K - $46.2K
|
646
$34.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
596New |
$34.5K - $42.6K
|
596
$31.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
570New |
$33K - $40.8K
|
570
$30.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.8K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$29K - $35.8K
|
500
$26.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
500+ 62.5% |
$29K - $35.8K
|
1.3K
$69.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$27.2K - $33.6K
|
470
$25.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
378New |
$21.9K - $27K
|
378
$20.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
323New |
$18.7K - $23.1K
|
323
$17.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
321+ 10.63% |
$18.6K - $23K
|
3.34K
$179K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
308+ 9.39% |
$17.9K - $22K
|
3.59K
$192K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
277New |
$16.1K - $19.8K
|
277
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
251+ 7.72% |
$14.5K - $17.9K
|
3.5K
$188K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
226+ 215.24% |
$13.1K - $16.2K
|
331
$17.7K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
213New |
$12.3K - $15.2K
|
213
$11.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
209New |
$12.1K - $14.9K
|
209
$11.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$11.4K - $14.1K
|
197
$10.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
190+ 1900.0% |
$11K - $13.6K
|
200
$10.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
180+ 4.47% |
$10.4K - $12.9K
|
4.21K
$225K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
160New |
$9.27K - $11.4K
|
160
$8.57K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
137New |
$7.94K - $9.8K
|
137
$7.34K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
117New |
$6.78K - $8.37K
|
117
$6.27K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
110New |
$6.38K - $7.87K
|
110
$5.89K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.01% |
$5.91K - $7.29K
|
3.5K
$187K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 2.29% |
$5.8K - $7.15K
|
4.46K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 1.1% |
$4.52K - $5.58K
|
7.16K
$384K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.62K - $2K
|
28
$1.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
20New |
$1.16K - $1.43K
|
20
$1.07K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.44% |
$1.04K - $1.29K
|
4.09K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.29% |
$348 - $429
|
2.09K
$112K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
165K+ 11.98% |
$11.4M - $14.1M
|
1.54M
$82.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
146KNew |
$10.1M - $12.5M
|
146K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
39.6K+ 334.18% |
$2.74M - $3.39M
|
51.5K
$2.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
38.9KNew |
$2.69M - $3.33M
|
38.9K
$2.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
15.2KNew |
$1.05M - $1.31M
|
15.2K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
14.1KNew |
$976K - $1.21M
|
14.1K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
13.4KNew |
$924K - $1.15M
|
13.4K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.3K+ 189.64% |
$917K - $1.14M
|
20.3K
$1.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$719K - $891K
|
10.4K
$558K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.2K+ 70.64% |
$636K - $788K
|
22.2K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.73KNew |
$603K - $748K
|
8.73K
$468K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8.57KNew |
$592K - $734K
|
8.57K
$459K
|
|
|
Nov 07, 2022
Q3 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.52K+ 53.5% |
$520K - $644K
|
21.6K
$1.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
7.29KNew |
$503K - $624K
|
7.29K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.46KNew |
$446K - $553K
|
6.46K
$346K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.94K+ 115.64% |
$410K - $509K
|
11.1K
$593K
|
|