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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.45K+ 55.56% |
$100K - $124K
|
4.06K
$248K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.22K+ 20.72% |
$84.2K - $104K
|
7.1K
$434K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 14.96% |
$80.4K - $99.7K
|
8.95K
$547K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
803+ 24.52% |
$55.5K - $68.8K
|
4.08K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
599+ 0.13% |
$41.4K - $51.3K
|
469K
$28.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
564+ 1.49% |
$39K - $48.3K
|
38.5K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
538+ 1.39% |
$37.2K - $46.1K
|
39.4K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
471+ 41.98% |
$32.6K - $40.3K
|
1.59K
$97.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
438+ 17.12% |
$30.3K - $37.5K
|
3K
$183K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
427+ 1.58% |
$29.5K - $36.6K
|
27.5K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
408New |
$28.2K - $34.9K
|
408
$24.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
359+ 11.79% |
$24.8K - $30.7K
|
3.4K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
350+ 12.18% |
$24.2K - $30K
|
3.22K
$197K
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
301+ 0.65% |
$20.8K - $25.8K
|
46.7K
$2.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
293+ 8.38% |
$20.2K - $25.1K
|
3.79K
$231K
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
249+ 9.4% |
$17.2K - $21.3K
|
2.9K
$177K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
229+ 7.85% |
$15.8K - $19.6K
|
3.15K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 6.25% |
$13.8K - $17.1K
|
3.4K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
198+ 5.09% |
$13.7K - $17K
|
4.09K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
150+ 4.83% |
$10.4K - $12.8K
|
3.25K
$199K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
145New |
$10K - $12.4K
|
145
$8.86K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124+ 4.29% |
$8.57K - $10.6K
|
3.02K
$184K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
124+ 4.45% |
$8.57K - $10.6K
|
2.91K
$178K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100New |
$6.91K - $8.57K
|
100
$6.11K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
89+ 3.15% |
$6.15K - $7.62K
|
2.92K
$178K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
75+ 1.93% |
$5.18K - $6.42K
|
3.96K
$242K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
70+ 2.38% |
$4.84K - $6K
|
3.01K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
67+ 2.24% |
$4.63K - $5.74K
|
3.06K
$187K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
63New |
$4.35K - $5.4K
|
63
$3.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
59New |
$4.08K - $5.05K
|
59
$3.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
49+ 1.43% |
$3.39K - $4.2K
|
3.47K
$212K
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
35+ 0.04% |
$2.42K - $3K
|
81.1K
$4.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 2.13% |
$2.28K - $2.83K
|
1.58K
$96.5K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
30+ 0.98% |
$2.07K - $2.57K
|
3.1K
$189K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.82% |
$1.8K - $2.23K
|
3.19K
$195K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19New |
$1.31K - $1.63K
|
19
$1.16K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
13New |
$898 - $1.11K
|
13
$794
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$829 - $1.03K
|
12
$733
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$553 - $685
|
5.31K
$324K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$207 - $257
|
3.36K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$138 - $171
|
307
$18.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$69.1 - $85.7
|
1.47K
$90K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
128KNew |
$9.41M - $11.3M
|
128K
$7.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
33.5K+ 130.52% |
$2.46M - $2.96M
|
59.1K
$3.61M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
25.2KNew |
$1.85M - $2.23M
|
25.2K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
17.9K+ 91.57% |
$1.32M - $1.58M
|
37.5K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
13.7K+ 26.92% |
$1.01M - $1.21M
|
64.7K
$3.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.6KNew |
$777K - $935K
|
10.6K
$646K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
6.8KNew |
$499K - $601K
|
6.8K
$415K
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.55KNew |
$407K - $491K
|
5.55K
$339K
|
|