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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 7.76% |
$55.6K - $66.6K
|
13.5K
$723K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.07K- 14.89% |
$52.5K - $62.9K
|
6.13K
$328K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-997- 13.75% |
$48.9K - $58.5K
|
6.25K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-977- 73.13% |
$47.9K - $57.3K
|
359
$19.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-898- 9.7% |
$44K - $52.7K
|
8.36K
$448K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-756- 6.81% |
$37.1K - $44.4K
|
10.3K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-630- 13.53% |
$30.9K - $37K
|
4.03K
$216K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-621- 68.92% |
$30.4K - $36.4K
|
280
$15K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-551- 72.69% |
$27K - $32.3K
|
207
$11.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-490- 8.36% |
$24K - $28.8K
|
5.37K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-434- 8.21% |
$21.3K - $25.5K
|
4.85K
$260K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$843K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$843K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-375- 7.86% |
$18.4K - $22K
|
4.4K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-356- 2.87% |
$17.5K - $20.9K
|
12K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-291- 1.13% |
$14.3K - $17.1K
|
25.5K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 4.95% |
$12.1K - $14.4K
|
4.72K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-220- 1.11% |
$10.8K - $12.9K
|
19.6K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-210- 44.97% |
$10.3K - $12.3K
|
257
$13.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-200- 1.65% |
$9.8K - $11.7K
|
11.9K
$639K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-194- 2.7% |
$9.51K - $11.4K
|
6.98K
$374K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-120- 2.51% |
$5.88K - $7.04K
|
4.67K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-115- 1.19% |
$5.64K - $6.75K
|
9.54K
$511K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-105- 2.14% |
$5.15K - $6.16K
|
4.8K
$257K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-102- 77.86% |
$5K - $5.99K
|
29
$1.55K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 10.0% |
$4.9K - $5.87K
|
900
$48.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 24.19% |
$3.28K - $3.93K
|
210
$11.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-56- 0.85% |
$2.75K - $3.29K
|
6.55K
$351K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-40- 12.12% |
$1.96K - $2.35K
|
290
$15.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 20.0% |
$1.23K - $1.47K
|
100
$5.36K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-24- 0.45% |
$1.18K - $1.41K
|
5.33K
$285K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 3.45% |
$49 - $58.7
|
28
$1.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Point State Capital LP
New York, NY |
SELL
|
- |
-718K- 87.95% |
$37.5M - $45.7M
|
98.4K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-407K- 52.41% |
$21.2M - $25.9M
|
369K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-262K- 95.41% |
$13.7M - $16.7M
|
12.6K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-68.2K- 21.93% |
$3.56M - $4.34M
|
243K
$13M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-65.2K- 93.25% |
$3.4M - $4.15M
|
4.72K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-41.6K- 90.05% |
$2.17M - $2.65M
|
4.6K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-27.4K- 10.23% |
$1.43M - $1.74M
|
240K
$12.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-22.7K- 67.02% |
$1.19M - $1.45M
|
11.2K
$599K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-19.8KClosed |
$1.04M - $1.26M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16.2K- 37.33% |
$846K - $1.03M
|
27.2K
$1.46M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11.4K- 42.81% |
$593K - $723K
|
15.2K
$813K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.3K- 35.48% |
$537K - $654K
|
18.7K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-5.63K- 19.45% |
$294K - $358K
|
23.3K
$1.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.72K- 28.42% |
$246K - $300K
|
11.9K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.97K- 42.17% |
$155K - $189K
|
4.08K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.65K- 13.05% |
$138K - $169K
|
17.7K
$947K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.58K- 29.25% |
$135K - $164K
|
6.25K
$335K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.94KClosed |
$101K - $123K
|
0
$0
|
|