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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.72K- 28.42% |
$246K - $300K
|
11.9K
$638K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-167- 4.29% |
$8.72K - $10.6K
|
3.73K
$200K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.94KNew |
$206K - $251K
|
3.94K
$212K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 6.73% |
$18.3K - $22.3K
|
4.85K
$261K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-5.63K- 19.45% |
$294K - $358K
|
23.3K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.41K+ 46.06% |
$230K - $280K
|
14K
$750K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.74K+ 29.05% |
$101K - $124K
|
7.71K
$414K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.2K- 50.08% |
$648K - $799K
|
11.1K
$598K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-57.5KClosed |
$3.33M - $4.11M
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
$263K - $324K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.85KNew |
$223K - $275K
|
3.85K
$207K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.6KNew |
$1.14M - $1.4M
|
19.6K
$1.06M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
646New |
$37.4K - $46.2K
|
646
$34.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
209New |
$12.1K - $14.9K
|
209
$11.2K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 1.26% |
$3.48K - $4.29K
|
4.72K
$253K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
28.8KNew |
$1.67M - $2.06M
|
28.8K
$1.55M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
213New |
$12.3K - $15.2K
|
213
$11.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-29.3K- 3.98% |
$1.7M - $2.09M
|
707K
$38M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
689New |
$39.9K - $49.3K
|
689
$37K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-394- 94.94% |
$22.8K - $28.2K
|
21
$1.13K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-150- 4.11% |
$8.69K - $10.7K
|
3.5K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
1.11MNew |
$64.4M - $79.4M
|
1.11M
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.65K- 13.92% |
$270K - $333K
|
28.8K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
251+ 7.72% |
$14.5K - $17.9K
|
3.5K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 4.83% |
$9.97K - $12.3K
|
3.39K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.27K+ 51.43% |
$190K - $234K
|
9.63K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 1.1% |
$4.52K - $5.58K
|
7.16K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.29% |
$348 - $429
|
2.09K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-468- 10.99% |
$27.1K - $33.5K
|
3.79K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.03K- 32.15% |
$175K - $216K
|
6.39K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.4K+ 27.45% |
$81.1K - $100K
|
6.5K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.11KNew |
$354K - $437K
|
6.11K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
26K+ 27.37% |
$1.51M - $1.86M
|
121K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.8KNew |
$861K - $1.06M
|
14.8K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.28KNew |
$248K - $306K
|
4.28K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
13.6KNew |
$791K - $975K
|
13.6K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
CALL |
-220K- 52.38% |
$12.8M - $15.7M
|
200K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-305- 11.96% |
$17.7K - $21.8K
|
2.25K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1M - $1.23M
|
17.3K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6K- 34.32% |
$348K - $429K
|
11.5K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
38.1KNew |
$2.21M - $2.72M
|
38.1K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.12M - $1.38M
|
19.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.21KNew |
$476K - $587K
|
8.21K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39- 14.5% |
$2.26K - $2.79K
|
230
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-26.8K- 14.8% |
$1.56M - $1.92M
|
154K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
21.8K+ 42.55% |
$1.26M - $1.56M
|
73.1K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.75KNew |
$565K - $697K
|
9.75K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.47K- 19.84% |
$549K - $677K
|
38.3K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.75KNew |
$333K - $411K
|
5.75K
$309K
|
|