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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.7K- 19.86% |
$428K - $528K
|
39.2K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-8.83K- 80.56% |
$390K - $481K
|
2.13K
$114K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.61K- 14.98% |
$204K - $251K
|
26.2K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.46K- 36.97% |
$197K - $243K
|
7.6K
$407K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4.18KClosed |
$185K - $228K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.1K- 34.47% |
$137K - $169K
|
5.9K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.78K- 29.58% |
$122K - $151K
|
6.61K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.31K- 24.1% |
$102K - $126K
|
7.26K
$389K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.62K- 26.07% |
$71.5K - $88.2K
|
4.59K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.47K- 17.34% |
$64.7K - $79.8K
|
6.99K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.42K- 5.87% |
$62.5K - $77K
|
22.7K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-851- 4.51% |
$37.6K - $46.3K
|
18K
$966K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-844- 2.04% |
$37.3K - $46K
|
40.6K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-800- 10.96% |
$35.3K - $43.6K
|
6.5K
$348K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-660- 7.58% |
$29.1K - $35.9K
|
8.04K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-654- 11.76% |
$28.9K - $35.6K
|
4.91K
$263K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573- 49.14% |
$25.3K - $31.2K
|
593
$31.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-460- 2.18% |
$20.3K - $25K
|
20.7K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-368- 40.09% |
$16.2K - $20K
|
550
$29.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-216- 4.46% |
$9.53K - $11.8K
|
4.63K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-178- 3.52% |
$7.86K - $9.69K
|
4.87K
$261K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-134- 75.28% |
$5.91K - $7.3K
|
44
$2.36K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-121- 2.62% |
$5.34K - $6.59K
|
4.5K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-120- 2.19% |
$5.3K - $6.53K
|
5.36K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-119- 1.55% |
$5.25K - $6.48K
|
7.57K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 2.06% |
$4.41K - $5.45K
|
4.76K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-80- 2.6% |
$3.53K - $4.36K
|
3K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-75- 27.47% |
$3.31K - $4.08K
|
198
$10.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-50- 5.81% |
$2.21K - $2.72K
|
810
$43.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-26- 13.27% |
$1.15K - $1.42K
|
170
$9.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 1.53% |
$1.1K - $1.36K
|
1.61K
$86.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-10- 0.04% |
$441 - $545
|
24.2K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.16% |
$353 - $436
|
4.94K
$265K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
$221 - $272
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-173K- 55.69% |
$8.46M - $10.1M
|
137K
$7.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-122K- 3.63% |
$5.98M - $7.16M
|
3.24M
$173M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-53.1K- 87.19% |
$2.6M - $3.12M
|
7.81K
$418K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-44.6K- 59.76% |
$2.19M - $2.62M
|
30K
$1.61M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-41.4K- 13.65% |
$2.03M - $2.43M
|
262K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-27.4K- 85.9% |
$1.34M - $1.61M
|
4.5K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-19.6K- 82.39% |
$962K - $1.15M
|
4.19K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-18.8K- 46.06% |
$921K - $1.1M
|
22K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-13.6K- 13.7% |
$667K - $798K
|
85.7K
$4.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-8.75K- 2.41% |
$429K - $514K
|
355K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.87K- 1.38% |
$190K - $227K
|
277K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.46K- 37.33% |
$120K - $144K
|
4.13K
$221K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2.32K- 5.17% |
$114K - $136K
|
42.6K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.77K- 46.83% |
$86.9K - $104K
|
2.01K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 16.82% |
$84.5K - $101K
|
8.53K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.56K- 26.71% |
$76.5K - $91.6K
|
4.28K
$230K
|
|