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 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.07K+ 128.77% |
$319K - $399K
|
14.3K
$868K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 1.37% |
$4.23K - $5.29K
|
7.91K
$479K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-100- 1.9% |
$3.95K - $4.95K
|
5.17K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2K- 50.0% |
$79.1K - $98.9K
|
2K
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
646New |
$25.5K - $32K
|
646
$39.1K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.49K- 53.93% |
$98.4K - $123K
|
2.13K
$129K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.15K- 52.11% |
$322K - $403K
|
7.49K
$453K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 5.26% |
$3.95K - $4.95K
|
1.8K
$109K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
333New |
$13.2K - $16.5K
|
333
$20.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.25% |
$15.8K - $19.8K
|
6K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 1.18% |
$791 - $989
|
1.72K
$104K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 7.57% |
$19.8K - $24.7K
|
6.11K
$370K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4.08K- 92.65% |
$161K - $202K
|
324
$19.6K
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.62K- 26.07% |
$71.5K - $88.2K
|
4.59K
$278K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62+ 144.19% |
$2.74K - $3.38K
|
105
$6.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
166New |
$7.33K - $9.04K
|
166
$10.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-127K- 98.51% |
$5.61M - $6.92M
|
1.92K
$116K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4.18KClosed |
$185K - $228K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573- 49.14% |
$25.3K - $31.2K
|
593
$35.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.46K- 36.97% |
$197K - $243K
|
7.6K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-368- 40.09% |
$16.2K - $20K
|
550
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-19.1K- 16.43% |
$844K - $1.04M
|
97.2K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-75- 27.47% |
$3.31K - $4.08K
|
198
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.76KNew |
$210K - $259K
|
4.76K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.78K- 29.58% |
$122K - $151K
|
6.61K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 9.98% |
$47.9K - $59.1K
|
12K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
132+ 1.99% |
$5.83K - $7.19K
|
6.77K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
250KNew |
$11M - $13.6M
|
250K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-178- 3.52% |
$7.86K - $9.69K
|
4.87K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.31K- 24.1% |
$102K - $126K
|
7.26K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 17.58% |
$1.99K - $2.45K
|
301
$18.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19KNew |
$839K - $1.03M
|
19K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
54.8KNew |
$2.42M - $2.98M
|
54.8K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-50- 5.81% |
$2.21K - $2.72K
|
810
$49.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-142K- 39.39% |
$6.27M - $7.73M
|
218K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-120- 2.19% |
$5.3K - $6.53K
|
5.36K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.47K- 17.34% |
$64.7K - $79.8K
|
6.99K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
619+ 13.44% |
$27.3K - $33.7K
|
5.23K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 1.53% |
$1.1K - $1.36K
|
1.61K
$97.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-12.6K- 10.41% |
$558K - $689K
|
109K
$6.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.67K+ 682.1% |
$118K - $145K
|
3.06K
$185K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-8.83K- 80.56% |
$390K - $481K
|
2.13K
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-851- 4.51% |
$37.6K - $46.3K
|
18K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
182+ 0.15% |
$8.03K - $9.91K
|
118K
$7.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.16% |
$353 - $436
|
4.94K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
986New |
$43.5K - $53.7K
|
986
$59.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-121- 2.62% |
$5.34K - $6.59K
|
4.5K
$273K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
15.1KNew |
$667K - $822K
|
15.1K
$914K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
690+ 9.1% |
$30.5K - $37.6K
|
8.27K
$501K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
731+ 17.53% |
$32.3K - $39.8K
|
4.9K
$297K
|
|