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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-3.01KClosed |
$213K - $237K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
SELL
|
- |
-275- 26.37% |
$19.5K - $21.6K
|
768
$42.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.4KClosed |
$170K - $189K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-679Closed |
$48.1K - $53.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-73Closed |
$5.17K - $5.74K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.28KClosed |
$445K - $493K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$188K - $209K
|
2.66K
$147K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
230+ 3.47% |
$16.3K - $18.1K
|
6.86K
$378K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.89KClosed |
$205K - $227K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.85KClosed |
$627K - $695K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-6.88KClosed |
$487K - $540K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 1.69% |
$3.54K - $3.93K
|
2.92K
$161K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.56KNew |
$182K - $201K
|
2.56K
$141K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-550- 47.21% |
$40.2K - $44K
|
615
$33.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-150Closed |
$11K - $12K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-20Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-23KClosed |
$1.68M - $1.84M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$245K - $268K
|
3.35K
$185K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194+ 17.05% |
$14.2K - $15.5K
|
1.33K
$73.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.57KClosed |
$406K - $446K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.48KClosed |
$400K - $439K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-23.2KClosed |
$1.69M - $1.86M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-23.3KClosed |
$1.7M - $1.86M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.06KClosed |
$223K - $245K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
574New |
$41.9K - $45.9K
|
574
$31.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-129KClosed |
$9.45M - $10.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$302K - $331K
|
4.13K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
175New |
$12.8K - $14K
|
175
$9.65K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-17.3KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-850Closed |
$62.1K - $68K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-215Closed |
$15.7K - $17.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-34.3KClosed |
$2.5M - $2.75M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-21KClosed |
$1.53M - $1.68M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-2.91KClosed |
$213K - $233K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.55KClosed |
$478K - $524K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-72- 3.06% |
$5.26K - $5.76K
|
2.28K
$126K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$94.9K - $104K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.3KClosed |
$94.9K - $104K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.76KClosed |
$275K - $301K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-20.5KClosed |
$1.5M - $1.64M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.76KNew |
$202K - $221K
|
2.76K
$152K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-275- 7.04% |
$20.1K - $22K
|
3.63K
$200K
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.32KClosed |
$461K - $506K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.75KClosed |
$201K - $220K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-67.3KClosed |
$4.91M - $5.39M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.79KClosed |
$131K - $143K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.1KNew |
$299K - $328K
|
4.1K
$226K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-44.1KClosed |
$3.22M - $3.53M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-50Closed |
$3.65K - $4K
|
0
$0
|
|