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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3+ 0.12% |
$220 - $265
|
2.52K
$139K
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-198- 0.98% |
$14.5K - $17.5K
|
19.9K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-455- 15.18% |
$33.4K - $40.2K
|
2.54K
$140K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-102- 3.46% |
$7.49K - $9.01K
|
2.84K
$157K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.49KClosed |
$183K - $220K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.06KNew |
$224K - $270K
|
3.06K
$169K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 5.85% |
$10.8K - $13K
|
2.66K
$147K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.28KClosed |
$314K - $378K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-61- 1.93% |
$4.48K - $5.39K
|
3.1K
$171K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
209+ 8.66% |
$15.3K - $18.5K
|
2.62K
$145K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-116KClosed |
$8.54M - $10.3M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
256+ 2.95% |
$18.8K - $22.6K
|
8.94K
$493K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-600- 14.23% |
$44K - $53K
|
3.62K
$199K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
SELL
|
- |
-3.78KClosed |
$277K - $334K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-190- 6.78% |
$13.9K - $16.8K
|
2.61K
$144K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$36.7K - $44.2K
|
500
$27.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.3KNew |
$95.4K - $115K
|
1.3K
$71.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-147KClosed |
$10.8M - $13M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-239- 4.02% |
$17.5K - $21.1K
|
5.7K
$314K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-496- 77.14% |
$36.4K - $43.8K
|
147
$8.11K
|
|
|
Jul 28, 2022
Q2 2022
|
Third Security, LLC
|
BUY
|
- |
1K+ 2.56% |
$73.4K - $88.4K
|
40K
$2.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$8.3K - $9.99K
|
113
$6.23K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
3.23KNew |
$237K - $286K
|
3.23K
$178K
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.6KClosed |
$191K - $229K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 2.67% |
$5.58K - $6.72K
|
2.92K
$161K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.13KClosed |
$229K - $276K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-319Closed |
$23.4K - $28.2K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-43.3KClosed |
$3.18M - $3.83M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.07KClosed |
$445K - $536K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
124+ 4.38% |
$9.1K - $11K
|
2.95K
$163K
|
|
|
Jul 27, 2022
Q2 2022
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.4KClosed |
$176K - $212K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-306- 1.26% |
$22.5K - $27K
|
23.9K
$1.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-781Closed |
$57.3K - $69K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
800+ 33.44% |
$58.7K - $70.7K
|
3.19K
$176K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$7.34K - $8.84K
|
100
$5.51K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
25.2KNew |
$1.85M - $2.23M
|
25.2K
$1.39M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.46KClosed |
$180K - $217K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$193K - $232K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.25K+ 22.07% |
$165K - $199K
|
12.4K
$686K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.7K- 1.21% |
$125K - $150K
|
139K
$7.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
50New |
$3.67K - $4.42K
|
50
$2.76K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
218New |
$16K - $19.3K
|
218
$12K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-624Closed |
$45.8K - $55.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-4.31KClosed |
$317K - $381K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-13KClosed |
$956K - $1.15M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
107+ 3.11% |
$7.85K - $9.46K
|
3.55K
$196K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-354- 10.46% |
$26K - $31.3K
|
3.03K
$167K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-12.8KClosed |
$943K - $1.14M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-3.5KClosed |
$257K - $309K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.36KClosed |
$173K - $208K
|
0
$0
|