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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
277New |
$16.1K - $19.8K
|
277
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
251+ 7.72% |
$14.5K - $17.9K
|
3.5K
$214K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
226+ 215.24% |
$13.1K - $16.2K
|
331
$20.2K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
213New |
$12.3K - $15.2K
|
213
$13K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
209New |
$12.1K - $14.9K
|
209
$12.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$11.4K - $14.1K
|
197
$12K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
190+ 1900.0% |
$11K - $13.6K
|
200
$12.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
180+ 4.47% |
$10.4K - $12.9K
|
4.21K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
160New |
$9.27K - $11.4K
|
160
$9.77K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
137New |
$7.94K - $9.8K
|
137
$8.37K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
117New |
$6.78K - $8.37K
|
117
$7.15K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
110New |
$6.38K - $7.87K
|
110
$6.72K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.01% |
$5.91K - $7.29K
|
3.5K
$214K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 2.29% |
$5.8K - $7.15K
|
4.46K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 1.1% |
$4.52K - $5.58K
|
7.16K
$438K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.62K - $2K
|
28
$1.71K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
20New |
$1.16K - $1.43K
|
20
$1.22K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.44% |
$1.04K - $1.29K
|
4.09K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.29% |
$348 - $429
|
2.09K
$127K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
165K+ 11.98% |
$11.4M - $14.1M
|
1.54M
$94M
|
|
|
Oct 31, 2022
Q3 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
146KNew |
$10.1M - $12.5M
|
146K
$8.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
39.6K+ 334.18% |
$2.74M - $3.39M
|
51.5K
$3.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
38.9KNew |
$2.69M - $3.33M
|
38.9K
$2.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
15.2KNew |
$1.05M - $1.31M
|
15.2K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
14.1KNew |
$976K - $1.21M
|
14.1K
$863K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
13.4KNew |
$924K - $1.15M
|
13.4K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.3K+ 189.64% |
$917K - $1.14M
|
20.3K
$1.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$719K - $891K
|
10.4K
$636K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.2K+ 70.64% |
$636K - $788K
|
22.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.73KNew |
$603K - $748K
|
8.73K
$533K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8.57KNew |
$592K - $734K
|
8.57K
$523K
|
|
|
Nov 07, 2022
Q3 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.52K+ 53.5% |
$520K - $644K
|
21.6K
$1.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
7.29KNew |
$503K - $624K
|
7.29K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.46KNew |
$446K - $553K
|
6.46K
$395K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.28KNew |
$365K - $452K
|
5.28K
$322K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.51KNew |
$312K - $387K
|
4.51K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
4.38KNew |
$302K - $375K
|
4.38K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.88KNew |
$268K - $332K
|
3.88K
$237K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.83KNew |
$265K - $328K
|
3.83K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.7KNew |
$256K - $317K
|
3.7K
$226K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.2KNew |
$221K - $274K
|
3.2K
$195K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.11KNew |
$215K - $266K
|
3.11K
$190K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.93K+ 1345.87% |
$203K - $251K
|
3.15K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.83KNew |
$196K - $242K
|
2.83K
$173K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.62KNew |
$181K - $224K
|
2.62K
$160K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$146K - $181K
|
2.11K
$129K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.88K+ 3.94% |
$130K - $161K
|
49.5K
$3.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.82K+ 53.38% |
$126K - $156K
|
5.22K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.78K+ 0.16% |
$123K - $152K
|
1.1M
$66.9M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53KNew |
$106K - $131K
|
1.53K
$93.5K
|
|