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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.43MNew |
$105M - $115M
|
1.43M
$78.9M
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
109K+ 7257.0% |
$8.04M - $8.79M
|
111K
$6.12M
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
400New |
$29.4K - $32.1K
|
400
$22.1K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
116New |
$8.53K - $9.32K
|
116
$6.41K
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
18+ 0.38% |
$1.32K - $1.45K
|
4.76K
$263K
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
457K+ 34.57% |
$31.1M - $35.1M
|
1.78M
$98.3M
|
|
May 14, 2021
Q1 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
200KNew |
$13.6M - $15.3M
|
200K
$11M
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
16.4KNew |
$1.11M - $1.26M
|
16.4K
$905K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.42KNew |
$96.3K - $109K
|
1.42K
$78.2K
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
210New |
$14.3K - $16.1K
|
210
$11.6K
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$2.99K - $3.37K
|
44
$2.43K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
40New |
$2.72K - $3.07K
|
40
$2.21K
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
111KNew |
$8.16M - $9.55M
|
111K
$6.13M
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.53KNew |
$259K - $304K
|
3.53K
$195K
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
550New |
$40.4K - $47.3K
|
550
$30.4K
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
245New |
$18K - $21.1K
|
245
$13.5K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
207New |
$15.2K - $17.8K
|
207
$11.4K
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$73.5 - $86.1
|
2.85K
$158K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5KNew |
$368K - $414K
|
5K
$276K
|
|
Oct 26, 2020
Q3 2020
|
Bristol John W & CO Inc
|
BUY
|
- |
5KNew |
$368K - $413K
|
5K
$276K
|
|
Nov 12, 2020
Q3 2020
|
Opus Investment Management Inc
|
BUY
|
- |
4K+ 16.13% |
$294K - $331K
|
28.8K
$1.59M
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$36.8K - $41.3K
|
500
$27.6K
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
213New |
$15.7K - $17.6K
|
213
$11.8K
|
|
Q2 2020 | |||||||
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
BUY
|
PUT |
10KNew |
$696K - $870K
|
10K
$552K
|
|
Aug 17, 2020
Q2 2020
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.94KNew |
$205K - $256K
|
2.94K
$162K
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
398New |
$27.7K - $34.6K
|
398
$22K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
488New |
$29K - $43.8K
|
488
$26.9K
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
BUY
|
- |
245New |
$14.6K - $22K
|
245
$13.5K
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
30KNew |
$2.39M - $2.5M
|
30K
$1.66M
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
489New |
$38.9K - $40.8K
|
489
$27K
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
PUT |
18New |
$1.43K - $1.5K
|
18
$994
|
|
Q3 2019 | |||||||
Oct 17, 2019
Q3 2019
|
Cohen Klingenstein LLC
|
BUY
|
- |
13K+ 228.07% |
$966K - $1.05M
|
18.7K
$1.03M
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
878New |
$65.2K - $71.2K
|
878
$48.5K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
350+ 70.0% |
$25.7K - $27.7K
|
850
$46.9K
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.61KNew |
$313K - $355K
|
4.61K
$254K
|
|
Apr 17, 2019
Q1 2019
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.23KNew |
$220K - $249K
|
3.23K
$179K
|
|
Apr 18, 2019
Q1 2019
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.28KNew |
$86.7K - $98.2K
|
1.28K
$70.4K
|
|
May 15, 2019
Q1 2019
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
267New |
$18.1K - $20.6K
|
267
$14.7K
|
|
May 03, 2019
Q1 2019
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
234+ 4.46% |
$15.9K - $18K
|
5.48K
$303K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.43KNew |
$449K - $495K
|
6.43K
$355K
|
|
Jan 18, 2019
Q4 2018
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
4.4KNew |
$308K - $338K
|
4.4K
$243K
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.12KNew |
$77.9K - $85.8K
|
1.12K
$61.6K
|
|
Jan 29, 2020
Q4 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$14K - $15.4K
|
200
$11K
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Blair William & CO
Chicago, IL |
BUY
|
CALL |
900New |
$55.6K - $61.6K
|
900
$49.7K
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.48MNew |
$99.4M - $119M
|
1.48M
$81.5M
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
PUT |
3.7KNew |
$281K - $314K
|
3.7K
$204K
|
|
Q2 2017 | |||||||
Aug 14, 2017
Q2 2017
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
18.9KNew |
N/A
|
18.9K
$1.04M
|
|
Aug 14, 2017
Q2 2017
|
Credit Agricole S A
|
BUY
|
CALL |
0New |
N/A
|
0
$0
|
|
Q2 2016 | |||||||
May 09, 2018
Q2 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$169K
|
|
Q2 2010 | |||||||
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
92New |
N/A
|
92
$5.08K
|