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 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-2.91KClosed |
$213K - $233K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.75KClosed |
$201K - $220K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.79KClosed |
$131K - $143K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$94.9K - $104K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.3KClosed |
$94.9K - $104K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-850Closed |
$62.1K - $68K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$54.8K - $60K
|
0
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-550- 47.21% |
$40.2K - $44K
|
615
$33K
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-275- 7.04% |
$20.1K - $22K
|
3.63K
$195K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-215Closed |
$15.7K - $17.2K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-156Closed |
$11.4K - $12.5K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-150Closed |
$11K - $12K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-134Closed |
$9.78K - $10.7K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-72- 3.06% |
$5.26K - $5.76K
|
2.28K
$122K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-50Closed |
$3.65K - $4K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-20Closed |
$1.46K - $1.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56.1KClosed |
$4.13M - $4.51M
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-42.6KClosed |
$3.13M - $3.42M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-36.8KClosed |
$2.7M - $2.96M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-21.5KClosed |
$1.58M - $1.73M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$1.5M - $1.64M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$963K - $1.05M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-12.5KClosed |
$918K - $1M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-9.34KClosed |
$686K - $750K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-9.05KClosed |
$665K - $727K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.88KClosed |
$579K - $633K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.26KClosed |
$534K - $583K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-6.21KClosed |
$457K - $499K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-4.9KClosed |
$360K - $393K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-4.58KClosed |
$337K - $368K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.56KClosed |
$335K - $366K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-4.51KClosed |
$332K - $362K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-4.43KClosed |
$325K - $356K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.17KClosed |
$307K - $335K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.93KClosed |
$289K - $316K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $275K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.38KClosed |
$249K - $272K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$240K - $262K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.94KClosed |
$216K - $237K
|
0
$0
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$216K - $236K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.9KClosed |
$213K - $233K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.74KClosed |
$202K - $220K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.67KClosed |
$196K - $215K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.63KClosed |
$120K - $131K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.56KClosed |
$114K - $125K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.35KClosed |
$99K - $108K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-863Closed |
$63.4K - $69.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-406Closed |
$29.8K - $32.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-350- 7.39% |
$25.7K - $28.1K
|
4.38K
$235K
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-324Closed |
$23.8K - $26K
|
0
$0
|