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 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-734- 18.6% |
$50.7K - $62.9K
|
3.21K
$172K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-717- 18.35% |
$49.6K - $61.4K
|
3.19K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-579- 20.4% |
$40K - $49.6K
|
2.26K
$121K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-500- 9.07% |
$34.6K - $42.8K
|
5.01K
$269K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-480- 12.94% |
$33.2K - $41.1K
|
3.23K
$173K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-384- 9.06% |
$26.5K - $32.9K
|
3.85K
$207K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300- 78.74% |
$20.7K - $25.7K
|
81
$4.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 1.85% |
$20.7K - $25.7K
|
16K
$855K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-243- 5.43% |
$16.8K - $20.8K
|
4.24K
$227K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-215- 4.09% |
$14.9K - $18.4K
|
5.05K
$270K
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-200- 0.15% |
$13.8K - $17.1K
|
137K
$7.36M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.81% |
$13.8K - $17.1K
|
5.05K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-190- 1.81% |
$13.1K - $16.3K
|
10.3K
$554K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-176- 5.28% |
$12.2K - $15.1K
|
3.16K
$169K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-149Closed |
$10.3K - $12.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-133- 3.05% |
$9.19K - $11.4K
|
4.22K
$226K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-128- 4.08% |
$8.85K - $11K
|
3.01K
$161K
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-125- 3.49% |
$8.64K - $10.7K
|
3.45K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120Closed |
$8.29K - $10.3K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-103- 1.68% |
$7.12K - $8.82K
|
6.03K
$323K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.09% |
$6.91K - $8.57K
|
9.1K
$488K
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 2.98% |
$6.91K - $8.57K
|
3.25K
$174K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-94- 2.35% |
$6.5K - $8.05K
|
3.9K
$209K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 56.52% |
$4.49K - $5.57K
|
50
$2.68K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-21- 0.31% |
$1.45K - $1.8K
|
6.71K
$359K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-19- 11.24% |
$1.31K - $1.63K
|
150
$8.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-10- 76.92% |
$691 - $857
|
3
$161
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$346 - $428
|
3.19K
$171K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.15% |
$346 - $428
|
3.41K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.13% |
$276 - $343
|
3.04K
$163K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 33.33% |
$276 - $343
|
8
$429
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.03% |
$69.1 - $85.7
|
3.76K
$201K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Sasco Capital Inc
|
SELL
|
- |
-347KClosed |
$25.5M - $30.7M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-147KClosed |
$10.8M - $13M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-116KClosed |
$8.54M - $10.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Sculptor Capital LP
New York, NY |
SELL
|
PUT |
-100KClosed |
$7.34M - $8.84M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-43.3KClosed |
$3.18M - $3.83M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-33.5KClosed |
$2.46M - $2.96M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-13KClosed |
$956K - $1.15M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-12.8KClosed |
$943K - $1.14M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-10.3KClosed |
$758K - $912K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-10KClosed |
$734K - $884K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.52KClosed |
$699K - $842K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.45KClosed |
$473K - $570K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.07KClosed |
$445K - $536K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-4.99KClosed |
$367K - $441K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-4.31KClosed |
$317K - $381K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.28KClosed |
$314K - $378K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
SELL
|
- |
-3.78KClosed |
$277K - $334K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.76KClosed |
$276K - $332K
|
0
$0
|
|