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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
PUT |
5New |
$261 - $318
|
5
$269
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.21KNew |
$220K - $268K
|
4.21K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
411+ 8.39% |
$21.5K - $26.2K
|
5.31K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
27.1KNew |
$1.42M - $1.73M
|
27.1K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
424+ 12.98% |
$22.1K - $27K
|
3.69K
$198K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-953- 10.5% |
$49.8K - $60.6K
|
8.13K
$437K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.9MNew |
$570M - $695M
|
10.9M
$586M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.52% |
$157 - $191
|
585
$31.4K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 9.23% |
$7.83K - $9.55K
|
1.48K
$79.2K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$209K - $255K
|
4K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-535- 12.34% |
$27.9K - $34K
|
3.8K
$204K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 29.49% |
$84.5K - $103K
|
3.87K
$208K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-12- 0.23% |
$627 - $764
|
5.26K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-41.6K- 90.05% |
$2.17M - $2.65M
|
4.6K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
564+ 14.87% |
$29.5K - $35.9K
|
4.36K
$234K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-57- 6.58% |
$2.98K - $3.63K
|
809
$43.5K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
210+ 210.0% |
$11K - $13.4K
|
310
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.22K+ 31.72% |
$63.9K - $77.9K
|
5.08K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-525- 11.62% |
$27.4K - $33.4K
|
3.99K
$215K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-8- 0.14% |
$418 - $509
|
5.6K
$301K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.88% |
$52.2 - $63.6
|
16
$860
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.2KNew |
$219K - $267K
|
4.2K
$225K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.58K- 29.25% |
$135K - $164K
|
6.25K
$336K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11.4K- 42.81% |
$593K - $723K
|
15.2K
$815K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.78K- 17.68% |
$93K - $113K
|
8.29K
$445K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.04K- 19.57% |
$54.2K - $66K
|
4.26K
$229K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-40- 23.95% |
$2.09K - $2.55K
|
127
$6.82K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 15.17% |
$54.8K - $66.8K
|
5.87K
$315K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-22.7K- 67.02% |
$1.19M - $1.45M
|
11.2K
$601K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
134New |
$7K - $8.53K
|
134
$7.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-65.2K- 93.25% |
$3.4M - $4.15M
|
4.72K
$254K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$52.2 - $63.6
|
4.16K
$224K
|
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
BUY
|
- |
40K+ 57.14% |
$2.09M - $2.55M
|
110K
$5.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.3K- 35.48% |
$537K - $654K
|
18.7K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.57K+ 18.93% |
$82.1K - $100K
|
9.88K
$531K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
8.12KNew |
$424K - $516K
|
8.12K
$436K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
50+ 0.48% |
$2.61K - $3.18K
|
10.4K
$561K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$231K - $282K
|
4.43K
$238K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.61K+ 7.81% |
$136K - $166K
|
36K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
243+ 7.05% |
$12.7K - $15.5K
|
3.69K
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-794- 14.74% |
$41.5K - $50.5K
|
4.59K
$247K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$57.4K - $70K
|
1.1K
$59.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.79% |
$104 - $127
|
255
$13.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$32.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.65K- 13.05% |
$138K - $169K
|
17.7K
$949K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
21.2K+ 155.81% |
$1.11M - $1.35M
|
34.9K
$1.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.63K+ 71.08% |
$451K - $549K
|
20.8K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
288+ 4.99% |
$15K - $18.3K
|
6.06K
$326K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 10.64% |
$95.5K - $116K
|
19K
$1.02M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-500- 71.43% |
$26.1K - $31.8K
|
200
$10.7K
|