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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 3.36% |
$15.4K - $17.1K
|
6.15K
$339K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.03KClosed |
$234K - $259K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.15KClosed |
$552K - $611K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-250Closed |
$19.3K - $21.4K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-466Closed |
$36K - $39.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-5.53KClosed |
$427K - $472K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
219+ 5.55% |
$16.9K - $18.7K
|
4.16K
$230K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-599- 16.74% |
$46.2K - $51.2K
|
2.98K
$164K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.54KNew |
$196K - $217K
|
2.54K
$140K
|
|
| Q4 2021 | |||||||
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4.54K+ 21.58% |
$321K - $356K
|
25.5K
$1.41M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-204Closed |
$14.5K - $16K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$281K - $312K
|
3.97K
$219K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
100New |
$7.08K - $7.86K
|
100
$5.51K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-804- 22.38% |
$57K - $63.2K
|
2.79K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-25Closed |
$1.77K - $1.96K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.37KClosed |
$97.1K - $108K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$2.48K - $2.75K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$71.1K - $78.8K
|
1K
$55.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1+ 0.01% |
$70.9 - $78.6
|
12.4K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-90- 2.57% |
$6.38K - $7.07K
|
3.41K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-239Closed |
$16.9K - $18.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.01KClosed |
$213K - $236K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$14.2K - $15.7K
|
200
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2Closed |
$142 - $157
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
553New |
$39.2K - $43.4K
|
553
$30.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
349New |
$24.7K - $27.4K
|
349
$19.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-147KClosed |
$10.4M - $11.5M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-46Closed |
$3.26K - $3.61K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-183Closed |
$13K - $14.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-12.7K- 6.91% |
$900K - $998K
|
171K
$9.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.29KNew |
$233K - $258K
|
3.29K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.91KClosed |
$348K - $385K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.07KClosed |
$218K - $241K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-37- 1.43% |
$2.62K - $2.91K
|
2.55K
$140K
|
|
|
Feb 09, 2022
Q4 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 31.14% |
$70.9K - $78.6K
|
2.21K
$122K
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.83% |
$70.9K - $78.6K
|
19.7K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
294+ 323.08% |
$20.8K - $23.1K
|
385
$21.2K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-50- 33.33% |
$3.54K - $3.93K
|
100
$5.51K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-722Closed |
$51.2K - $56.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-24.9KClosed |
$1.76M - $1.96M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-200- 2.59% |
$14.2K - $15.7K
|
7.53K
$415K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-461Closed |
$32.7K - $36.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.93KClosed |
$208K - $230K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-200- 6.03% |
$14.2K - $15.7K
|
3.12K
$172K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-383Closed |
$27.1K - $30.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
7.7K+ 75.49% |
$546K - $605K
|
17.9K
$987K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
420+ 9.89% |
$29.8K - $33K
|
4.67K
$257K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
85+ 2.64% |
$6.02K - $6.68K
|
3.31K
$183K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.21K+ 40.29% |
$157K - $174K
|
7.69K
$424K
|
|