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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-36K- 71.06% |
$2.09M - $2.58M
|
14.7K
$788K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.16K+ 439.7% |
$241K - $298K
|
5.11K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.39KNew |
$255K - $314K
|
4.39K
$236K
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
46.4K+ 743.16% |
$2.69M - $3.32M
|
52.7K
$2.83M
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.96KNew |
$229K - $283K
|
3.96K
$213K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-18K- 41.46% |
$1.04M - $1.29M
|
25.4K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
4.41KNew |
$256K - $316K
|
4.41K
$237K
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-17.3K- 5.06% |
$1M - $1.23M
|
324K
$17.4M
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$1.46M - $1.81M
|
25.3K
$1.36M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-331- 8.26% |
$19.2K - $23.7K
|
3.68K
$198K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
277New |
$16.1K - $19.8K
|
277
$14.9K
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.71KNew |
$215K - $265K
|
3.71K
$199K
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-332- 8.87% |
$19.2K - $23.7K
|
3.41K
$183K
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.4K- 29.47% |
$81.1K - $100K
|
3.35K
$180K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
308+ 9.39% |
$17.9K - $22K
|
3.59K
$193K
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-260- 5.59% |
$15.1K - $18.6K
|
4.39K
$236K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-150- 7.38% |
$8.69K - $10.7K
|
1.88K
$101K
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.1KNew |
$122K - $150K
|
2.1K
$113K
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-643- 5.9% |
$37.3K - $46K
|
10.3K
$551K
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.49K- 50.0% |
$202K - $249K
|
3.49K
$187K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
866+ 6.67% |
$50.2K - $61.9K
|
13.8K
$744K
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
664+ 19.81% |
$38.5K - $47.5K
|
4.02K
$216K
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.77K- 41.33% |
$218K - $269K
|
5.35K
$287K
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.2KNew |
$823K - $1.02M
|
14.2K
$763K
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
13.9KNew |
$806K - $994K
|
13.9K
$747K
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.86K- 33.47% |
$166K - $204K
|
5.69K
$305K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.38K+ 9.93% |
$138K - $170K
|
26.4K
$1.42M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.14K- 22.69% |
$66.3K - $81.8K
|
3.9K
$209K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.7K+ 9.98% |
$851K - $1.05M
|
162K
$8.69M
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-19.3K- 2.34% |
$1.12M - $1.38M
|
805K
$43.2M
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.44% |
$1.04K - $1.29K
|
4.09K
$220K
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.01% |
$5.91K - $7.29K
|
3.5K
$188K
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
122KNew |
$7.06M - $8.7M
|
122K
$6.54M
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-16- 0.37% |
$927 - $1.14K
|
4.34K
$233K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.2KNew |
$69.6K - $85.8K
|
1.2K
$64.5K
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-160- 33.33% |
$9.27K - $11.4K
|
320
$17.2K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-451- 4.44% |
$26.1K - $32.2K
|
9.71K
$521K
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-1.6K- 11.11% |
$92.7K - $114K
|
12.8K
$688K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.87K- 72.37% |
$514K - $634K
|
3.39K
$182K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24- 2.81% |
$1.39K - $1.72K
|
831
$44.6K
|
|
Feb 01, 2023
Q4 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
500+ 62.5% |
$29K - $35.8K
|
1.3K
$69.8K
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-336- 6.1% |
$19.5K - $24K
|
5.17K
$278K
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.33K+ 44.33% |
$135K - $166K
|
7.57K
$407K
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-300- 25.75% |
$17.4K - $21.5K
|
865
$46.5K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
137New |
$7.94K - $9.8K
|
137
$7.36K
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4KNew |
$232K - $286K
|
4K
$215K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 82.35% |
$6.49K - $8.01K
|
24
$1.29K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
160New |
$9.27K - $11.4K
|
160
$8.6K
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 2.29% |
$5.8K - $7.15K
|
4.46K
$240K
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-60- 0.33% |
$3.48K - $4.29K
|
18.2K
$979K
|