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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-145- 21.23% |
$6.4K - $7.13K
|
538
$26.4K
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-141- 3.05% |
$6.23K - $6.94K
|
4.48K
$219K
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-140- 0.65% |
$6.18K - $6.89K
|
21.3K
$1.04M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-138- 1.76% |
$6.09K - $6.79K
|
7.72K
$378K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-137- 0.46% |
$6.05K - $6.74K
|
29.6K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-136- 1.8% |
$6K - $6.69K
|
7.42K
$364K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-136- 1.53% |
$6K - $6.69K
|
8.78K
$430K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-131- 0.37% |
$5.78K - $6.44K
|
35.3K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-119- 1.05% |
$5.25K - $5.85K
|
11.2K
$548K
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-114- 1.16% |
$5.03K - $5.61K
|
9.71K
$476K
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.07% |
$4.42K - $4.92K
|
145K
$7.08M
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-100- 1.3% |
$4.42K - $4.92K
|
7.62K
$373K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-100- 1.16% |
$4.42K - $4.92K
|
8.51K
$417K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-97- 1.98% |
$4.28K - $4.77K
|
4.8K
$235K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-96- 1.07% |
$4.24K - $4.72K
|
8.92K
$437K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-96- 1.62% |
$4.24K - $4.72K
|
5.84K
$286K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-92- 1.31% |
$4.06K - $4.53K
|
6.94K
$340K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-91- 21.62% |
$4.02K - $4.48K
|
330
$16.2K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-85- 1.59% |
$3.75K - $4.18K
|
5.25K
$257K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-79- 3.44% |
$3.49K - $3.89K
|
2.22K
$109K
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-75- 1.44% |
$3.31K - $3.69K
|
5.13K
$251K
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.76% |
$3.31K - $3.69K
|
9.8K
$480K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-74- 9.16% |
$3.27K - $3.64K
|
734
$36K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-68- 0.5% |
$3K - $3.34K
|
13.4K
$659K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-66- 43.42% |
$2.91K - $3.25K
|
86
$4.21K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-66- 14.7% |
$2.91K - $3.25K
|
383
$18.8K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-66- 28.45% |
$2.91K - $3.25K
|
166
$8.13K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-63- 29.58% |
$2.78K - $3.1K
|
150
$7.35K
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-59- 0.28% |
$2.6K - $2.9K
|
20.8K
$1.02M
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-53- 0.67% |
$2.34K - $2.61K
|
7.82K
$383K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 0.97% |
$2.34K - $2.61K
|
5.4K
$265K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 1.17% |
$2.21K - $2.46K
|
4.22K
$207K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 3.19% |
$2.21K - $2.46K
|
1.52K
$74.3K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 0.27% |
$2.08K - $2.31K
|
17.1K
$839K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-46- 0.75% |
$2.03K - $2.26K
|
6.06K
$297K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-41- 0.95% |
$1.81K - $2.02K
|
4.28K
$209K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41- 0.93% |
$1.81K - $2.02K
|
4.39K
$215K
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-40- 0.42% |
$1.77K - $1.97K
|
9.42K
$461K
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 0.24% |
$1.77K - $1.97K
|
16.4K
$805K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-37- 0.85% |
$1.63K - $1.82K
|
4.32K
$212K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-36- 0.68% |
$1.59K - $1.77K
|
5.26K
$258K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-33- 0.54% |
$1.46K - $1.62K
|
6.09K
$298K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-29- 4.77% |
$1.28K - $1.43K
|
579
$28.4K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 2.06% |
$1.1K - $1.23K
|
1.19K
$58.3K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22- 7.94% |
$971 - $1.08K
|
255
$12.5K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20- 0.45% |
$883 - $984
|
4.44K
$217K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19- 0.2% |
$839 - $935
|
9.26K
$454K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 0.1% |
$751 - $836
|
17K
$835K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.15% |
$706 - $787
|
10.6K
$520K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-13- 17.81% |
$574 - $639
|
60
$2.94K
|