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 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.3K- 35.48% |
$537K - $654K
|
18.7K
$1.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-5.63K- 19.45% |
$294K - $358K
|
23.3K
$1.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.72K- 28.42% |
$246K - $300K
|
11.9K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.97K- 42.17% |
$155K - $189K
|
4.08K
$238K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.65K- 13.05% |
$138K - $169K
|
17.7K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.58K- 29.25% |
$135K - $164K
|
6.25K
$366K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.94KClosed |
$101K - $123K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.78K- 17.68% |
$93K - $113K
|
8.29K
$485K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 29.49% |
$84.5K - $103K
|
3.87K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 30.22% |
$83.8K - $102K
|
3.7K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 15.17% |
$54.8K - $66.8K
|
5.87K
$343K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.04K- 19.57% |
$54.2K - $66K
|
4.26K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-953- 10.5% |
$49.8K - $60.6K
|
8.13K
$475K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-794- 14.74% |
$41.5K - $50.5K
|
4.59K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-535- 12.34% |
$27.9K - $34K
|
3.8K
$222K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-525- 11.62% |
$27.4K - $33.4K
|
3.99K
$234K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-500- 71.43% |
$26.1K - $31.8K
|
200
$11.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 6.73% |
$18.3K - $22.3K
|
4.85K
$284K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-167- 4.29% |
$8.72K - $10.6K
|
3.73K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 9.23% |
$7.83K - $9.55K
|
1.48K
$86.3K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-125- 3.33% |
$6.53K - $7.96K
|
3.63K
$212K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-70- 1.73% |
$3.66K - $4.45K
|
3.98K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-57- 6.58% |
$2.98K - $3.63K
|
809
$47.3K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-40- 23.95% |
$2.09K - $2.55K
|
127
$7.43K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-12- 0.23% |
$627 - $764
|
5.26K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.44% |
$574 - $700
|
2.49K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-7- 0.17% |
$366 - $445
|
4.1K
$240K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.88% |
$52.2 - $63.6
|
16
$936
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
CALL |
-220K- 52.38% |
$12.8M - $15.7M
|
200K
$11.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-73.1K- 94.82% |
$4.24M - $5.22M
|
3.99K
$233K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-57.5KClosed |
$3.33M - $4.11M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-36K- 71.06% |
$2.09M - $2.58M
|
14.7K
$859K
|
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-29.3K- 3.98% |
$1.7M - $2.09M
|
707K
$41.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-26.8K- 14.8% |
$1.56M - $1.92M
|
154K
$9.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-19.3K- 2.34% |
$1.12M - $1.38M
|
805K
$47.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-18K- 41.46% |
$1.04M - $1.29M
|
25.4K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-17.3K- 5.06% |
$1M - $1.23M
|
324K
$19M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.2K- 50.08% |
$648K - $799K
|
11.1K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.47K- 19.84% |
$549K - $677K
|
38.3K
$2.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.87K- 72.37% |
$514K - $634K
|
3.39K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6K- 34.32% |
$348K - $429K
|
11.5K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.65K- 13.92% |
$270K - $333K
|
28.8K
$1.68M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
$263K - $324K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.37K- 21.65% |
$253K - $313K
|
15.8K
$926K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.77K- 41.33% |
$218K - $269K
|
5.35K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.49K- 50.0% |
$202K - $249K
|
3.49K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.03K- 32.15% |
$175K - $216K
|
6.39K
$374K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3K- 36.58% |
$174K - $215K
|
5.2K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.86K- 33.47% |
$166K - $204K
|
5.69K
$333K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.81K- 41.9% |
$163K - $201K
|
3.9K
$228K
|
|