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 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
18+ 0.15% |
$1.32K - $1.59K
|
11.8K
$679K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14+ 0.52% |
$1.03K - $1.24K
|
2.72K
$157K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
11+ 0.43% |
$808 - $972
|
2.56K
$148K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3+ 0.12% |
$220 - $265
|
2.52K
$145K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.08% |
$147 - $177
|
2.53K
$146K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$1.04M - $1.15M
|
13.4K
$775K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.4KNew |
$801K - $887K
|
10.4K
$599K
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.85KNew |
$452K - $500K
|
5.85K
$338K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.33KNew |
$334K - $370K
|
4.33K
$250K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$231K - $256K
|
3K
$173K
|
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.6KNew |
$201K - $222K
|
2.6K
$150K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.58KNew |
$199K - $220K
|
2.58K
$149K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.54KNew |
$196K - $217K
|
2.54K
$147K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.51KNew |
$194K - $215K
|
2.51K
$145K
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.43K+ 102.92% |
$188K - $208K
|
4.8K
$277K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$107K - $118K
|
1.39K
$79.9K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
872+ 681.25% |
$67.3K - $74.5K
|
1K
$57.7K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
308+ 4.79% |
$23.8K - $26.3K
|
6.74K
$389K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
249New |
$19.2K - $21.3K
|
249
$14.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
219+ 5.55% |
$16.9K - $18.7K
|
4.16K
$240K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 3.36% |
$15.4K - $17.1K
|
6.15K
$355K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.72K - $8.54K
|
100
$5.77K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
80New |
$6.17K - $6.83K
|
80
$4.62K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
52New |
$4.01K - $4.44K
|
52
$3K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
40New |
$3.09K - $3.42K
|
40
$2.31K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
7.7K+ 75.49% |
$546K - $605K
|
17.9K
$1.03M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4.54K+ 21.58% |
$321K - $356K
|
25.5K
$1.47M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$281K - $312K
|
3.97K
$229K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.29KNew |
$233K - $258K
|
3.29K
$190K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$188K - $209K
|
2.66K
$153K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.56KNew |
$182K - $201K
|
2.56K
$148K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.21K+ 40.29% |
$157K - $174K
|
7.69K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$71.1K - $78.8K
|
1K
$57.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
553New |
$39.2K - $43.4K
|
553
$31.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
420+ 9.89% |
$29.8K - $33K
|
4.67K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
349New |
$24.7K - $27.4K
|
349
$20.1K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
294+ 323.08% |
$20.8K - $23.1K
|
385
$22.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
230+ 3.47% |
$16.3K - $18.1K
|
6.86K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$14.2K - $15.7K
|
200
$11.5K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
100New |
$7.08K - $7.86K
|
100
$5.77K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
85+ 2.64% |
$6.02K - $6.68K
|
3.31K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1+ 0.01% |
$70.9 - $78.6
|
12.4K
$717K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$302K - $331K
|
4.13K
$238K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.1KNew |
$299K - $328K
|
4.1K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$245K - $268K
|
3.35K
$193K
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.76KNew |
$202K - $221K
|
2.76K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
574New |
$41.9K - $45.9K
|
574
$33.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194+ 17.05% |
$14.2K - $15.5K
|
1.33K
$76.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
175New |
$12.8K - $14K
|
175
$10.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$6.06K - $6.64K
|
83
$4.79K
|
|