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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.77% |
$365 - $400
|
652
$36K
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-156Closed |
$11.4K - $12.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$6.06K - $6.64K
|
83
$4.58K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$54.8K - $60K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-134Closed |
$9.78K - $10.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-166Closed |
$12.2K - $13.3K
|
0
$0
|
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$216K - $236K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.38KClosed |
$249K - $272K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.35KClosed |
$99K - $108K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-406Closed |
$29.8K - $32.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-350- 7.39% |
$25.7K - $28.1K
|
4.38K
$242K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.63KClosed |
$120K - $131K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.88KClosed |
$579K - $633K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.94KClosed |
$216K - $237K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-6.21KClosed |
$457K - $499K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-21.5KClosed |
$1.58M - $1.73M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-4.58KClosed |
$337K - $368K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
18+ 0.38% |
$1.32K - $1.45K
|
4.76K
$262K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
116New |
$8.53K - $9.32K
|
116
$6.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $275K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Spider Rock Advisors, LLC
|
SELL
|
CALL |
-300Closed |
$22.1K - $24.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.17KClosed |
$307K - $335K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.9KClosed |
$213K - $233K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$963K - $1.05M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-4.51KClosed |
$332K - $362K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56.1KClosed |
$4.13M - $4.51M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.56KClosed |
$335K - $366K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$1.5M - $1.64M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-12.5KClosed |
$918K - $1M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.56KClosed |
$114K - $125K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.67KClosed |
$196K - $215K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-7Closed |
$515 - $563
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.93KClosed |
$289K - $316K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-324Closed |
$23.8K - $26K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
400New |
$29.4K - $32.1K
|
400
$22.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-34Closed |
$2.5K - $2.73K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-9.34KClosed |
$686K - $750K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-124Closed |
$9.12K - $9.97K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-50Closed |
$3.68K - $4.02K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.74KClosed |
$202K - $220K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-42.6KClosed |
$3.13M - $3.42M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.26KClosed |
$534K - $583K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-36.8KClosed |
$2.7M - $2.96M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-4.43KClosed |
$325K - $356K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-150Closed |
$11K - $12.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-4.9KClosed |
$360K - $393K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$240K - $262K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-863Closed |
$63.4K - $69.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.43MNew |
$105M - $115M
|
1.43M
$78.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-235Closed |
$17.3K - $18.9K
|
0
$0
|
|