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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-5.54KClosed |
$428K - $473K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-97- 17.45% |
$7.48K - $8.29K
|
459
$25.3K
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-114- 3.91% |
$8.8K - $9.74K
|
2.8K
$154K
|
|
May 12, 2022
Q1 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-29.5KClosed |
$2.28M - $2.52M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.3KClosed |
$563K - $623K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.35KClosed |
$259K - $286K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
PUT |
-4.3K- 95.56% |
$332K - $367K
|
200
$11K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-380Closed |
$29.3K - $32.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.61KClosed |
$202K - $223K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.6KNew |
$201K - $222K
|
2.6K
$144K
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-5.17KClosed |
$399K - $442K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-5KClosed |
$386K - $427K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-398Closed |
$30.7K - $34K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-152Closed |
$11.7K - $13K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
80New |
$6.17K - $6.83K
|
80
$4.41K
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.33KNew |
$334K - $370K
|
4.33K
$239K
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
872+ 681.25% |
$67.3K - $74.5K
|
1K
$55.1K
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.75KClosed |
$212K - $235K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-5.6KClosed |
$432K - $478K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.72K - $8.54K
|
100
$5.51K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
40New |
$3.09K - $3.42K
|
40
$2.21K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-758Closed |
$58.5K - $64.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-2.08K- 42.37% |
$161K - $178K
|
2.83K
$156K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$231K - $256K
|
3K
$165K
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.58KNew |
$199K - $220K
|
2.58K
$142K
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-524Closed |
$40.4K - $44.8K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-951- 21.86% |
$73.4K - $81.2K
|
3.4K
$187K
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.43K+ 102.92% |
$188K - $208K
|
4.8K
$265K
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-500- 50.0% |
$38.6K - $42.7K
|
500
$27.6K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.98KClosed |
$230K - $254K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.39KClosed |
$107K - $118K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.4KNew |
$801K - $887K
|
10.4K
$573K
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 3.1% |
$2.47K - $2.73K
|
1K
$55.1K
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-3KClosed |
$232K - $256K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-48Closed |
$3.7K - $4.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.81KClosed |
$294K - $325K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-869Closed |
$67.1K - $74.2K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-970Closed |
$74.8K - $82.9K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-300- 8.33% |
$23.1K - $25.6K
|
3.3K
$182K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$1.04M - $1.15M
|
13.4K
$741K
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.32KClosed |
$102K - $113K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-3.07KClosed |
$237K - $262K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$107K - $118K
|
1.39K
$76.4K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-270Closed |
$20.8K - $23.1K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.3KClosed |
$332K - $367K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-180Closed |
$13.9K - $15.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.89KClosed |
$223K - $247K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.11KClosed |
$317K - $351K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-95- 3.62% |
$7.33K - $8.12K
|
2.53K
$139K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
249New |
$19.2K - $21.3K
|
249
$13.7K
|