Latest Institutional Sells of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-60- 50.42% |
$2.88K - $3.51K
|
59
$3.11K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-58- 0.91% |
$2.78K - $3.39K
|
6.29K
$331K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-56- 7.45% |
$2.69K - $3.28K
|
696
$36.6K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.41% |
$2.64K - $3.22K
|
13.2K
$696K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-53- 10.52% |
$2.54K - $3.1K
|
451
$23.7K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.17% |
$2.35K - $2.87K
|
4.13K
$217K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-43- 0.44% |
$2.06K - $2.52K
|
9.64K
$507K
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-39- 0.59% |
$1.87K - $2.28K
|
6.63K
$349K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 0.56% |
$1.73K - $2.11K
|
6.35K
$334K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35- 0.64% |
$1.68K - $2.05K
|
5.39K
$284K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 3.1% |
$1.63K - $1.99K
|
1.06K
$55.9K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 42.5% |
$1.63K - $1.99K
|
46
$2.42K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32- 9.09% |
$1.54K - $1.87K
|
320
$16.8K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 1.56% |
$1.54K - $1.87K
|
2.02K
$106K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32- 0.43% |
$1.54K - $1.87K
|
7.39K
$389K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-31- 1.65% |
$1.49K - $1.81K
|
1.85K
$97.5K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.36% |
$1.25K - $1.52K
|
7.24K
$381K
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-24- 0.17% |
$1.15K - $1.4K
|
13.7K
$722K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 3.54% |
$1.1K - $1.35K
|
626
$32.9K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 19.23% |
$960 - $1.17K
|
84
$4.42K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 0.14% |
$960 - $1.17K
|
14.7K
$772K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19- 0.3% |
$912 - $1.11K
|
6.33K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-17- 0.14% |
$816 - $995
|
12.4K
$650K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.41% |
$624 - $761
|
3.18K
$167K
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-13- 0.07% |
$624 - $761
|
19.7K
$1.04M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 10.28% |
$528 - $644
|
96
$5.05K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.08% |
$480 - $585
|
12.5K
$656K
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.03% |
$480 - $585
|
29.1K
$1.53M
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10- 0.2% |
$480 - $585
|
5K
$263K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9- 0.07% |
$432 - $527
|
13.7K
$720K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.06% |
$288 - $351
|
9.33K
$491K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$240 - $293
|
7.2K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 9.76% |
$192 - $234
|
37
$1.95K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 44.44% |
$192 - $234
|
5
$263
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.21% |
$144 - $176
|
1.42K
$74.9K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- 0.04% |
$96 - $117
|
5.46K
$287K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-103K- 7.68% |
$4.83M - $5.56M
|
1.24M
$65.2M
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-90K- 72.0% |
$4.22M - $4.85M
|
35K
$1.84M
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-48.8K- 73.08% |
$2.29M - $2.63M
|
18K
$946K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-34.6K- 19.99% |
$1.62M - $1.86M
|
138K
$7.28M
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-34.1K- 86.98% |
$1.6M - $1.84M
|
5.11K
$269K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18.9K- 99.93% |
$887K - $1.02M
|
13
$684
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.7K- 40.97% |
$829K - $955K
|
25.5K
$1.34M
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-16.5K- 16.1% |
$772K - $889K
|
85.8K
$4.52M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.2K- 22.9% |
$525K - $604K
|
37.7K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 98.29% |
$516K - $594K
|
192
$10.1K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.69K- 99.7% |
$454K - $523K
|
29
$1.53K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.34K- 7.46% |
$391K - $450K
|
103K
$5.44M
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.63K- 3.21% |
$264K - $303K
|
169K
$8.92M
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-5.2K- 47.04% |
$244K - $280K
|
5.86K
$308K
|