Latest Institutional Transactions on Dominion Energy, Inc (D)
This table provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 12.32% |
$14.4K - $17.6K
|
2.14K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.1K- 5.87% |
$52.8K - $64.4K
|
17.6K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.8K+ 83.56% |
$422K - $515K
|
19.3K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.1KNew |
$723K - $881K
|
15.1K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$9.6K - $11.7K
|
200
$10.7K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
4.68K+ 38.18% |
$225K - $274K
|
17K
$911K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-7.17K- 29.79% |
$344K - $420K
|
16.9K
$908K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 47.67% |
$353K - $431K
|
8.08K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$169K - $206K
|
3.53K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.47KNew |
$167K - $203K
|
3.47K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4KNew |
$499K - $609K
|
10.4K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$178K - $217K
|
3.7K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.26KNew |
$204K - $249K
|
4.26K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
96+ 2.17% |
$4.61K - $5.62K
|
4.52K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-60- 50.42% |
$2.88K - $3.51K
|
59
$3.17K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-975- 25.9% |
$46.8K - $57.1K
|
2.79K
$150K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19- 0.3% |
$912 - $1.11K
|
6.33K
$340K
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
18.9KNew |
$906K - $1.1M
|
18.9K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-7.14K- 2.39% |
$343K - $418K
|
291K
$15.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.51K+ 105.66% |
$360K - $439K
|
14.6K
$785K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3.75KNew |
$180K - $220K
|
3.75K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7.71K+ 771000.0% |
$370K - $451K
|
7.71K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.9K+ 2.98% |
$91K - $111K
|
65.4K
$3.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-820- 47.67% |
$39.4K - $48K
|
900
$48.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$2.06K - $2.52K
|
43
$2.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.52KNew |
$169K - $206K
|
3.52K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.27KNew |
$61.1K - $74.5K
|
1.27K
$68.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.7K+ 50.46% |
$130K - $158K
|
8.05K
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.8KNew |
$565K - $689K
|
11.8K
$633K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.6KNew |
$798K - $973K
|
16.6K
$893K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
638+ 9.22% |
$30.6K - $37.3K
|
7.56K
$406K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
288+ 16.79% |
$13.8K - $16.9K
|
2K
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.25KNew |
$204K - $249K
|
4.25K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-503- 44.05% |
$24.1K - $29.4K
|
639
$34.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.04% |
$384 - $468
|
780
$41.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
480New |
$23K - $28.1K
|
480
$25.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-360- 3.99% |
$17.3K - $21.1K
|
8.67K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.97KNew |
$191K - $232K
|
3.97K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16KNew |
$55.5K - $67.6K
|
1.16K
$62K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.09K+ 0.36% |
$52.1K - $63.6K
|
306K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
4.3KNew |
$206K - $252K
|
4.3K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.52KNew |
$72.9K - $88.9K
|
1.52K
$81.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.41K- 0.53% |
$163K - $199K
|
636K
$34.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
3.74KNew |
$180K - $219K
|
3.74K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-109- 26.59% |
$5.23K - $6.38K
|
301
$16.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.69KNew |
$177K - $216K
|
3.69K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
4.06KNew |
$195K - $238K
|
4.06K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
169New |
$8.11K - $9.89K
|
169
$9.08K
|