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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.4K- 29.47% |
$81.1K - $100K
|
3.35K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.14K- 22.69% |
$66.3K - $81.8K
|
3.9K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-993- 21.8% |
$57.6K - $71K
|
3.56K
$191K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-894- 5.1% |
$51.8K - $63.9K
|
16.6K
$892K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-643- 5.9% |
$37.3K - $46K
|
10.3K
$550K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-625- 14.9% |
$36.2K - $44.7K
|
3.57K
$191K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-582- 26.55% |
$33.7K - $41.6K
|
1.61K
$86.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-468- 10.99% |
$27.1K - $33.5K
|
3.79K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-451- 4.44% |
$26.1K - $32.2K
|
9.71K
$520K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-394- 94.94% |
$22.8K - $28.2K
|
21
$1.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-336- 6.1% |
$19.5K - $24K
|
5.17K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-332- 8.87% |
$19.2K - $23.7K
|
3.41K
$183K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-331- 8.26% |
$19.2K - $23.7K
|
3.68K
$197K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-308- 21.05% |
$17.9K - $22K
|
1.16K
$61.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-305- 11.96% |
$17.7K - $21.8K
|
2.25K
$120K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-300- 25.75% |
$17.4K - $21.5K
|
865
$46.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-260- 5.59% |
$15.1K - $18.6K
|
4.39K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 4.83% |
$9.97K - $12.3K
|
3.39K
$182K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-160- 33.33% |
$9.27K - $11.4K
|
320
$17.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-150- 4.11% |
$8.69K - $10.7K
|
3.5K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-150- 7.38% |
$8.69K - $10.7K
|
1.88K
$101K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 82.35% |
$6.49K - $8.01K
|
24
$1.29K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 1.26% |
$3.48K - $4.29K
|
4.72K
$253K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-60- 0.33% |
$3.48K - $4.29K
|
18.2K
$977K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-52- 1.38% |
$3.01K - $3.72K
|
3.72K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39- 14.5% |
$2.26K - $2.79K
|
230
$12.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24- 2.81% |
$1.39K - $1.72K
|
831
$44.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-16- 0.37% |
$927 - $1.14K
|
4.34K
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$580 - $715
|
4.5K
$241K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-359K- 80.71% |
$24.8M - $30.7M
|
85.7K
$4.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-262K- 7.05% |
$18.1M - $22.4M
|
3.45M
$185M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-146K- 98.28% |
$10.1M - $12.5M
|
2.55K
$136K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-69.6K- 93.13% |
$4.81M - $5.97M
|
5.14K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Tredje Ap Fonden
|
SELL
|
- |
-33.3K- 56.22% |
$2.3M - $2.85M
|
26K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-32.5KClosed |
$2.25M - $2.78M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-18.3K- 12.73% |
$1.27M - $1.57M
|
125K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 77.15% |
$1.01M - $1.25M
|
4.32K
$231K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.48K- 21.0% |
$310K - $384K
|
16.9K
$903K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4KClosed |
$276K - $343K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.95KClosed |
$204K - $253K
|
0
$0
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.56KClosed |
$177K - $219K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.63K- 32.49% |
$112K - $139K
|
3.38K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.6K- 1.87% |
$111K - $137K
|
84.1K
$4.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 20.18% |
$101K - $126K
|
5.8K
$311K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.44K- 39.92% |
$99.4K - $123K
|
2.17K
$116K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.17K- 18.54% |
$81K - $100K
|
5.15K
$276K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 22.94% |
$78K - $96.6K
|
3.79K
$203K
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-1.03K- 20.09% |
$71.2K - $88.2K
|
4.1K
$220K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1K- 23.23% |
$69.1K - $85.7K
|
3.3K
$177K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-993- 28.31% |
$68.6K - $85.1K
|
2.52K
$135K
|
|