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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-92- 1.31% |
$4.06K - $4.53K
|
6.94K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-74- 9.16% |
$3.27K - $3.64K
|
734
$39.3K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-66- 14.7% |
$2.91K - $3.25K
|
383
$20.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 3.19% |
$2.21K - $2.46K
|
1.52K
$81.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-29- 4.77% |
$1.28K - $1.43K
|
579
$31K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 3.2% |
$397 - $443
|
272
$14.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 33.33% |
$44.2 - $49.2
|
2
$107
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
SELL
|
- |
-160K- 50.0% |
$6.31M - $7.89M
|
160K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-75K- 93.75% |
$2.96M - $3.71M
|
5K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-16.9K- 98.83% |
$668K - $836K
|
200
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.84KClosed |
$349K - $437K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.23K- 42.87% |
$325K - $407K
|
11K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.15K- 52.11% |
$322K - $403K
|
7.49K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-6.73K- 19.24% |
$266K - $333K
|
28.2K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.74K- 48.55% |
$187K - $234K
|
5.02K
$269K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4.08K- 92.65% |
$161K - $202K
|
324
$17.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.25K- 37.41% |
$128K - $161K
|
5.43K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.49K- 53.93% |
$98.4K - $123K
|
2.13K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.41K- 24.1% |
$95.1K - $119K
|
7.57K
$406K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.33K- 8.15% |
$92.2K - $115K
|
26.3K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.05K- 32.29% |
$81.1K - $101K
|
4.3K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2K- 50.0% |
$79.1K - $98.9K
|
2K
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.74K- 22.51% |
$68.9K - $86.2K
|
6K
$321K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.43KClosed |
$56.5K - $70.7K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-783- 3.6% |
$31K - $38.7K
|
20.9K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-657- 33.68% |
$26K - $32.5K
|
1.29K
$69.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-542- 5.83% |
$21.4K - $26.8K
|
8.76K
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-501- 8.11% |
$19.8K - $24.8K
|
5.68K
$304K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-500Closed |
$19.8K - $24.7K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 7.57% |
$19.8K - $24.7K
|
6.11K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-470- 31.38% |
$18.6K - $23.3K
|
1.03K
$55.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-400Closed |
$15.8K - $19.8K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.25% |
$15.8K - $19.8K
|
6K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-368- 13.82% |
$14.5K - $18.2K
|
2.29K
$123K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-325- 74.88% |
$12.8K - $16.1K
|
109
$5.84K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-232- 25.55% |
$9.17K - $11.5K
|
676
$36.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-100- 1.9% |
$3.95K - $4.95K
|
5.17K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 5.26% |
$3.95K - $4.95K
|
1.8K
$96.5K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-57- 2.95% |
$2.25K - $2.82K
|
1.87K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51- 14.33% |
$2.02K - $2.52K
|
305
$16.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-36- 9.21% |
$1.42K - $1.78K
|
355
$19K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-34- 3.29% |
$1.34K - $1.68K
|
1K
$53.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-204K- 79.86% |
$9M - $11.1M
|
51.4K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-142K- 39.39% |
$6.27M - $7.73M
|
218K
$11.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-127K- 98.51% |
$5.61M - $6.92M
|
1.92K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-67.3K- 76.29% |
$2.97M - $3.66M
|
20.9K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-41.2K- 43.52% |
$1.82M - $2.24M
|
53.5K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-19.1K- 16.43% |
$844K - $1.04M
|
97.2K
$5.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-12.8K- 44.86% |
$564K - $695K
|
15.7K
$841K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-12.6K- 10.41% |
$558K - $689K
|
109K
$5.83M
|
|