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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
190New |
$7.51K - $9.4K
|
190
$11.5K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$2.61K - $3.27K
|
66
$4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
75+ 1.97% |
$2.96K - $3.71K
|
3.88K
$235K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.43KClosed |
$56.5K - $70.7K
|
0
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
251New |
$9.92K - $12.4K
|
251
$15.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.3KNew |
$961K - $1.2M
|
24.3K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-6.73K- 19.24% |
$266K - $333K
|
28.2K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
693New |
$27.4K - $34.3K
|
693
$42K
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
SELL
|
- |
-160K- 50.0% |
$6.31M - $7.89M
|
160K
$9.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
160KNew |
$6.31M - $7.89M
|
160K
$9.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
61.3K+ 84.26% |
$2.42M - $3.03M
|
134K
$8.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$51.5K - $64.4K
|
1.3K
$78.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
19.5KNew |
$771K - $965K
|
19.5K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-542- 5.83% |
$21.4K - $26.8K
|
8.76K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$220K - $275K
|
5.57K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.5KNew |
$178K - $222K
|
4.5K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
1.57MNew |
$62.1M - $77.8M
|
1.57M
$95.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11KNew |
$435K - $544K
|
11K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1.8K+ 60.0% |
$71.2K - $89K
|
4.8K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
246New |
$9.72K - $12.2K
|
246
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$862K - $1.08M
|
21.8K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
58New |
$2.29K - $2.87K
|
58
$3.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.41K- 24.1% |
$95.1K - $119K
|
7.57K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
62New |
$2.45K - $3.07K
|
62
$3.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
70+ 0.96% |
$2.77K - $3.46K
|
7.34K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
42.5KNew |
$1.68M - $2.1M
|
42.5K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51- 14.33% |
$2.02K - $2.52K
|
305
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
39.6KNew |
$1.57M - $1.96M
|
39.6K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
700KNew |
$27.7M - $34.6M
|
700K
$42.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-657- 33.68% |
$26K - $32.5K
|
1.29K
$78.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-368- 13.82% |
$14.5K - $18.2K
|
2.29K
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
92New |
$3.64K - $4.55K
|
92
$5.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.23K- 42.87% |
$325K - $407K
|
11K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.87K+ 6.99% |
$74.1K - $92.7K
|
28.7K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
547KNew |
$21.6M - $27.1M
|
547K
$33.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-470- 31.38% |
$18.6K - $23.3K
|
1.03K
$62.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.3K+ 14.2% |
$90.9K - $114K
|
18.5K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.25K- 37.41% |
$128K - $161K
|
5.43K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.74K- 22.51% |
$68.9K - $86.2K
|
6K
$363K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
4.91KNew |
$194K - $243K
|
4.91K
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$12.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.35KNew |
$172K - $215K
|
4.35K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
140New |
$5.53K - $6.93K
|
140
$8.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.69KNew |
$225K - $281K
|
5.69K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.33K- 8.15% |
$92.2K - $115K
|
26.3K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-36- 9.21% |
$1.42K - $1.78K
|
355
$21.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.72K+ 56.92% |
$384K - $481K
|
26.8K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-232- 25.55% |
$9.17K - $11.5K
|
676
$40.9K
|
|