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 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 12.32% |
$14.4K - $17.6K
|
2.14K
$125K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-240- 12.35% |
$11.5K - $14K
|
1.7K
$99.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 3.12% |
$6.63K - $8.08K
|
4.29K
$251K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-130- 3.11% |
$6.24K - $7.61K
|
4.06K
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-130- 18.16% |
$6.24K - $7.61K
|
586
$34.3K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-109- 26.59% |
$5.23K - $6.38K
|
301
$17.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 27.78% |
$4.8K - $5.85K
|
260
$15.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 60.0% |
$3.6K - $4.39K
|
50
$2.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-70- 49.65% |
$3.36K - $4.1K
|
71
$4.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-66- 10.2% |
$3.17K - $3.86K
|
581
$34K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 1.12% |
$3.12K - $3.8K
|
5.76K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-60- 50.42% |
$2.88K - $3.51K
|
59
$3.45K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 42.5% |
$1.63K - $1.99K
|
46
$2.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19- 0.3% |
$912 - $1.11K
|
6.33K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 9.76% |
$192 - $234
|
37
$2.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 44.44% |
$192 - $234
|
5
$293
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-103K- 7.68% |
$4.83M - $5.56M
|
1.24M
$72.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-90K- 72.0% |
$4.22M - $4.85M
|
35K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-48.8K- 73.08% |
$2.29M - $2.63M
|
18K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-34.1K- 86.98% |
$1.6M - $1.84M
|
5.11K
$299K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-28.1KClosed |
$1.32M - $1.52M
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18.9K- 99.93% |
$887K - $1.02M
|
13
$761
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.7K- 40.97% |
$829K - $955K
|
25.5K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 98.29% |
$516K - $594K
|
192
$11.2K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.63K- 3.21% |
$264K - $303K
|
169K
$9.91M
|
|
|
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
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.36K- 3.08% |
$110K - $127K
|
74.2K
$4.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.16K- 28.1% |
$101K - $117K
|
5.54K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.86K- 30.53% |
$87.2K - $100K
|
4.23K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 24.68% |
$69K - $79.4K
|
4.49K
$263K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.4K- 4.28% |
$65.4K - $75.3K
|
31.2K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.3K- 20.72% |
$60.9K - $70.1K
|
4.97K
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 21.21% |
$57.9K - $66.6K
|
4.59K
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.19K- 13.26% |
$55.6K - $64K
|
7.76K
$454K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-500- 76.92% |
$23.4K - $27K
|
150
$8.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-375- 36.91% |
$17.6K - $20.2K
|
641
$37.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-324- 6.55% |
$15.2K - $17.5K
|
4.63K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-321- 52.54% |
$15K - $17.3K
|
290
$17K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-240- 81.08% |
$11.2K - $12.9K
|
56
$3.28K
|
|
|
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
$253K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-111- 2.29% |
$5.2K - $5.99K
|
4.73K
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-108- 3.97% |
$5.06K - $5.83K
|
2.61K
$153K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 5.0% |
$4.69K - $5.39K
|
1.9K
$111K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-89- 18.2% |
$4.17K - $4.8K
|
400
$23.4K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-40- 0.11% |
$1.87K - $2.16K
|
35.7K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 15.38% |
$93.7 - $108
|
11
$644
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-117K- 11.41% |
$5.17M - $5.76M
|
910K
$53.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.8K- 20.43% |
$1.27M - $1.42M
|
112K
$6.56M
|
|