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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.25KClosed |
$199K - $229K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3K- 14.41% |
$141K - $162K
|
17.8K
$955K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.88K- 15.58% |
$135K - $155K
|
15.6K
$836K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.36K- 3.08% |
$110K - $127K
|
74.2K
$3.98M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.16K- 28.1% |
$101K - $117K
|
5.54K
$297K
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2K- 18.11% |
$93.7K - $108K
|
9.04K
$485K
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.86K- 30.53% |
$87.2K - $100K
|
4.23K
$227K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.84K- 21.93% |
$86.1K - $99.1K
|
6.55K
$351K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 24.68% |
$69K - $79.4K
|
4.49K
$241K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.4K- 4.28% |
$65.4K - $75.3K
|
31.2K
$1.67M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.3K- 20.72% |
$60.9K - $70.1K
|
4.97K
$267K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 21.21% |
$57.9K - $66.6K
|
4.59K
$246K
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.21K- 17.3% |
$56.6K - $65.2K
|
5.78K
$309K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.19K- 13.26% |
$55.6K - $64K
|
7.76K
$416K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 17.9% |
$55.3K - $63.7K
|
5.42K
$290K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.18K- 13.93% |
$55.3K - $63.6K
|
7.29K
$391K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.11K- 21.26% |
$51.9K - $59.7K
|
4.1K
$220K
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.07K- 11.12% |
$50.1K - $57.7K
|
8.54K
$458K
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.02K- 5.24% |
$47.9K - $55.2K
|
18.5K
$991K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-897- 6.77% |
$42K - $48.4K
|
12.3K
$662K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-680- 33.73% |
$31.9K - $36.7K
|
1.34K
$71.6K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-600- 75.0% |
$28.1K - $32.4K
|
200
$10.7K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-587- 8.7% |
$27.5K - $31.7K
|
6.16K
$330K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-577- 6.78% |
$27K - $31.1K
|
7.94K
$425K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-546- 14.89% |
$25.6K - $29.5K
|
3.12K
$167K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-500- 76.92% |
$23.4K - $27K
|
150
$8.04K
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-474- 4.63% |
$22.2K - $25.6K
|
9.77K
$524K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-431- 3.06% |
$20.2K - $23.2K
|
13.7K
$732K
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-425- 5.42% |
$19.9K - $22.9K
|
7.41K
$397K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-391- 38.37% |
$18.3K - $21.1K
|
628
$33.7K
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-380- 3.24% |
$17.8K - $20.5K
|
11.4K
$608K
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-375- 3.3% |
$17.6K - $20.2K
|
11K
$588K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-375- 36.91% |
$17.6K - $20.2K
|
641
$34.4K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-363- 22.0% |
$17K - $19.6K
|
1.29K
$69K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-324- 6.55% |
$15.2K - $17.5K
|
4.63K
$248K
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-321- 52.54% |
$15K - $17.3K
|
290
$15.5K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-306- 11.74% |
$14.3K - $16.5K
|
2.3K
$123K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-293- 76.3% |
$13.7K - $15.8K
|
91
$4.88K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-240- 81.08% |
$11.2K - $12.9K
|
56
$3K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-225- 77.59% |
$10.5K - $12.1K
|
65
$3.48K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-216- 2.49% |
$10.1K - $11.7K
|
8.44K
$452K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 11.1% |
$9.37K - $10.8K
|
1.6K
$85.9K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 15.38% |
$9.37K - $10.8K
|
1.1K
$58.9K
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-198- 13.67% |
$9.28K - $10.7K
|
1.25K
$67K
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-185Closed |
$8.67K - $9.98K
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-182- 4.04% |
$8.53K - $9.82K
|
4.32K
$232K
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-166- 0.6% |
$7.78K - $8.95K
|
27.5K
$1.47M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-150- 2.48% |
$7.03K - $8.09K
|
5.9K
$316K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-111- 2.29% |
$5.2K - $5.99K
|
4.73K
$253K
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-108- 3.97% |
$5.06K - $5.83K
|
2.61K
$140K
|