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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.1K- 23.73% |
$52.8K - $64.3K
|
3.53K
$214K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2025
Q2 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
5.6KNew |
$262K - $302K
|
5.6K
$339K
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
28.7KNew |
$1.35M - $1.55M
|
28.7K
$1.74M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-28.1KClosed |
$1.32M - $1.52M
|
0
$0
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.25KClosed |
$199K - $229K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.41KNew |
$160K - $184K
|
3.41K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
244New |
$11.4K - $13.2K
|
244
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-324- 6.55% |
$15.2K - $17.5K
|
4.63K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.2KNew |
$573K - $660K
|
12.2K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216+ 89.26% |
$10.1K - $11.7K
|
458
$27.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
25KNew |
$1.17M - $1.35M
|
25K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
420KNew |
$19.7M - $22.7M
|
420K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
12.5KNew |
$586K - $674K
|
12.5K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-90K- 72.0% |
$4.22M - $4.85M
|
35K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
19.3KNew |
$905K - $1.04M
|
19.3K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.18KNew |
$290K - $333K
|
6.18K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
22.5KNew |
$1.05M - $1.21M
|
22.5K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
600KNew |
$28.1M - $32.4M
|
600K
$36.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.05KNew |
$330K - $380K
|
7.05K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
922New |
$43.2K - $49.7K
|
922
$55.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150+ 176.47% |
$7.03K - $8.09K
|
235
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-103K- 7.68% |
$4.83M - $5.56M
|
1.24M
$75M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.2KNew |
$244K - $280K
|
5.2K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.13M+ 1.88% |
$53M - $61M
|
61.3M
$3.71B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 98.29% |
$516K - $594K
|
192
$11.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 0.39% |
$2.3K - $2.64K
|
12.5K
$758K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.58KNew |
$261K - $301K
|
5.58K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-48.8K- 73.08% |
$2.29M - $2.63M
|
18K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.29% |
$141 - $162
|
236
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3K- 14.41% |
$141K - $162K
|
17.8K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
733New |
$34.3K - $39.5K
|
733
$44.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42KNew |
$348K - $400K
|
7.42K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16New |
$750 - $863
|
16
$969
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-34.1K- 86.98% |
$1.6M - $1.84M
|
5.11K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-182- 4.04% |
$8.53K - $9.82K
|
4.32K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.16K- 28.1% |
$101K - $117K
|
5.54K
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.7K- 40.97% |
$829K - $955K
|
25.5K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40+ 1.8% |
$1.87K - $2.16K
|
2.26K
$137K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.58KNew |
$74.1K - $85.3K
|
1.58K
$95.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
27.1KNew |
$1.27M - $1.46M
|
27.1K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$113K - $131K
|
2.42K
$147K
|
|
|
Aug 05, 2024
Q2 2024
|
General American Investors CO Inc
|
BUY
|
- |
30K+ 11.54% |
$1.41M - $1.62M
|
290K
$17.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.93KNew |
$231K - $266K
|
4.93K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.4K- 4.28% |
$65.4K - $75.3K
|
31.2K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
147New |
$6.89K - $7.93K
|
147
$8.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
294New |
$13.8K - $15.9K
|
294
$17.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18.9K- 99.93% |
$887K - $1.02M
|
13
$787
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.28KNew |
$60K - $69K
|
1.28K
$77.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-321- 52.54% |
$15K - $17.3K
|
290
$17.6K
|
|