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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
33.5K+ 130.52% |
$2.46M - $2.96M
|
59.1K
$3.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
30.7KNew |
$2.25M - $2.71M
|
30.7K
$1.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
25.2KNew |
$1.85M - $2.23M
|
25.2K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
17.9K+ 91.57% |
$1.32M - $1.58M
|
37.5K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
13.7K+ 26.92% |
$1.01M - $1.21M
|
64.7K
$3.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.6KNew |
$777K - $935K
|
10.6K
$568K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
6.8KNew |
$499K - $601K
|
6.8K
$365K
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.55KNew |
$407K - $491K
|
5.55K
$298K
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
5.5KNew |
$404K - $486K
|
5.5K
$295K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
3.23KNew |
$237K - $286K
|
3.23K
$174K
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.06KNew |
$224K - $270K
|
3.06K
$164K
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.02KNew |
$222K - $267K
|
3.02K
$162K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.84KNew |
$209K - $251K
|
2.84K
$153K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.66KNew |
$195K - $235K
|
2.66K
$143K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$186K - $224K
|
2.53K
$136K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.51KNew |
$184K - $222K
|
2.51K
$135K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.25K+ 22.07% |
$165K - $199K
|
12.4K
$667K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.78KNew |
$130K - $157K
|
1.78K
$95.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.62KNew |
$119K - $143K
|
1.62K
$86.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.3KNew |
$95.4K - $115K
|
1.3K
$69.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Third Security, LLC
|
BUY
|
- |
1K+ 2.56% |
$73.4K - $88.4K
|
40K
$2.15M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
961+ 20.18% |
$70.5K - $84.9K
|
5.72K
$307K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
864+ 533.33% |
$63.4K - $76.4K
|
1.03K
$55.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
800+ 33.44% |
$58.7K - $70.7K
|
3.19K
$171K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
717+ 109.63% |
$52.6K - $63.4K
|
1.37K
$73.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$36.7K - $44.2K
|
500
$26.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
492+ 17.3% |
$36.1K - $43.5K
|
3.34K
$179K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
481+ 19.97% |
$35.3K - $42.5K
|
2.89K
$155K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
443+ 11.11% |
$32.5K - $39.2K
|
4.43K
$238K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
413+ 2.04% |
$30.3K - $36.5K
|
20.7K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
411New |
$30.2K - $36.3K
|
411
$22.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
359+ 1.69% |
$26.4K - $31.7K
|
21.6K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
351+ 1755.0% |
$25.8K - $31K
|
371
$19.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
256+ 2.95% |
$18.8K - $22.6K
|
8.94K
$480K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
218New |
$16K - $19.3K
|
218
$11.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
209+ 8.66% |
$15.3K - $18.5K
|
2.62K
$141K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 5.85% |
$10.8K - $13K
|
2.66K
$143K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
135+ 8.52% |
$9.91K - $11.9K
|
1.72K
$92.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
124+ 4.38% |
$9.1K - $11K
|
2.95K
$159K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
117New |
$8.59K - $10.3K
|
117
$6.28K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$8.3K - $9.99K
|
113
$6.07K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
107+ 3.11% |
$7.85K - $9.46K
|
3.55K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
106+ 3.56% |
$7.78K - $9.37K
|
3.08K
$166K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$7.34K - $8.84K
|
100
$5.37K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
90New |
$6.61K - $7.95K
|
90
$4.83K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 2.67% |
$5.58K - $6.72K
|
2.92K
$157K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
50New |
$3.67K - $4.42K
|
50
$2.68K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
38New |
$2.79K - $3.36K
|
38
$2.04K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27+ 0.99% |
$1.98K - $2.39K
|
2.76K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
18+ 0.15% |
$1.32K - $1.59K
|
11.8K
$632K
|