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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300- 78.74% |
$20.7K - $25.7K
|
81
$4.35K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$146K - $181K
|
2.11K
$113K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53KNew |
$106K - $131K
|
1.53K
$82.2K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.95KClosed |
$204K - $253K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-215- 4.09% |
$14.9K - $18.4K
|
5.05K
$271K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.93K+ 1345.87% |
$203K - $251K
|
3.15K
$169K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$553 - $685
|
5.31K
$285K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$829 - $1.03K
|
12
$645
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 22.94% |
$78K - $96.6K
|
3.79K
$204K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.17K- 18.54% |
$81K - $100K
|
5.15K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
350+ 12.18% |
$24.2K - $30K
|
3.22K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
198+ 5.09% |
$13.7K - $17K
|
4.09K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$138 - $171
|
307
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120Closed |
$8.29K - $10.3K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
538+ 1.39% |
$37.2K - $46.1K
|
39.4K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-734- 18.6% |
$50.7K - $62.9K
|
3.21K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-10- 76.92% |
$691 - $857
|
3
$161
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-190- 1.81% |
$13.1K - $16.3K
|
10.3K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.83KNew |
$196K - $242K
|
2.83K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
13.4KNew |
$924K - $1.15M
|
13.4K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.3K+ 189.64% |
$917K - $1.14M
|
20.3K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
471+ 41.98% |
$32.6K - $40.3K
|
1.59K
$85.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 77.15% |
$1.01M - $1.25M
|
4.32K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.88KNew |
$268K - $332K
|
3.88K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
67+ 2.24% |
$4.63K - $5.74K
|
3.06K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
564+ 1.49% |
$39K - $48.3K
|
38.5K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.63K- 32.49% |
$112K - $139K
|
3.38K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.38K+ 35.51% |
$95.6K - $119K
|
5.28K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
599+ 0.13% |
$41.4K - $51.3K
|
469K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-32.5KClosed |
$2.25M - $2.78M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.46KNew |
$446K - $553K
|
6.46K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
4.38KNew |
$302K - $375K
|
4.38K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
39.6K+ 334.18% |
$2.74M - $3.39M
|
51.5K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.13% |
$276 - $343
|
3.04K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
14.1KNew |
$976K - $1.21M
|
14.1K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
408New |
$28.2K - $34.9K
|
408
$21.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.78K+ 0.16% |
$123K - $152K
|
1.1M
$58.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
59New |
$4.08K - $5.05K
|
59
$3.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 6.25% |
$13.8K - $17.1K
|
3.4K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 1.85% |
$20.7K - $25.7K
|
16K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.73KNew |
$603K - $748K
|
8.73K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-133- 3.05% |
$9.19K - $11.4K
|
4.22K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-146K- 98.28% |
$10.1M - $12.5M
|
2.55K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.6K- 1.87% |
$111K - $137K
|
84.1K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-579- 20.4% |
$40K - $49.6K
|
2.26K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.7KNew |
$256K - $317K
|
3.7K
$199K
|
|
|
Nov 10, 2022
Q3 2022
|
Tredje Ap Fonden
|
SELL
|
- |
-33.3K- 56.22% |
$2.3M - $2.85M
|
26K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
427+ 1.58% |
$29.5K - $36.6K
|
27.5K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.09% |
$6.91K - $8.57K
|
9.1K
$489K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
359+ 11.79% |
$24.8K - $30.7K
|
3.4K
$183K
|