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 04, 2021
Q4 2020
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-5.08KClosed |
$373K - $437K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.66KClosed |
$196K - $229K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-42.8KClosed |
$3.15M - $3.68M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Amf Tjanstepension Ab
|
SELL
|
- |
-525KClosed |
$38.6M - $45.2M
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
245New |
$18K - $21.1K
|
245
$13.5K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-301Closed |
$22.1K - $25.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.58KClosed |
$189K - $222K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-5.65KClosed |
$415K - $486K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-7.5KClosed |
$551K - $646K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.86KClosed |
$210K - $246K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
550New |
$40.4K - $47.3K
|
550
$30.3K
|
|
|
Jan 27, 2021
Q4 2020
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.54KClosed |
$186K - $218K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.54KClosed |
$187K - $219K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.37KClosed |
$321K - $376K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.55KClosed |
$187K - $219K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.57KClosed |
$262K - $307K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-134Closed |
$9.85K - $11.5K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.25K - $1.46K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$73.5 - $86.1
|
2.85K
$157K
|
|
|
Jan 12, 2021
Q4 2020
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-450- 11.47% |
$33.1K - $38.7K
|
3.47K
$192K
|
|
|
Jan 05, 2021
Q4 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.88KClosed |
$212K - $248K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-70.9KClosed |
$5.22M - $5.87M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.09KClosed |
$228K - $256K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-327KClosed |
$24.1M - $27.1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.61KClosed |
$192K - $215K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-18.5KClosed |
$1.36M - $1.53M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
213New |
$15.7K - $17.6K
|
213
$11.7K
|
|
|
Nov 13, 2020
Q3 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-40.1KClosed |
$2.95M - $3.32M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.13KClosed |
$451K - $507K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.67KClosed |
$196K - $221K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-190Closed |
$14K - $15.7K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Opus Investment Management Inc
|
BUY
|
- |
4K+ 16.13% |
$294K - $331K
|
28.8K
$1.59M
|
|
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $283K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.36KClosed |
$321K - $361K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-4.07KClosed |
$299K - $337K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-113KClosed |
$8.29M - $9.31M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.23KClosed |
$90.2K - $101K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Bailard, Inc.
|
SELL
|
- |
-4.38KClosed |
$322K - $362K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-478Closed |
$35.2K - $39.5K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.9KClosed |
$287K - $322K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.76KClosed |
$277K - $311K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2KClosed |
$147K - $165K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bank Of The West
|
SELL
|
- |
-3.46KClosed |
$255K - $286K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$36.8K - $41.3K
|
500
$27.6K
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-3.38KClosed |
$249K - $280K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.47KClosed |
$182K - $204K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-6.55KClosed |
$482K - $541K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-241Closed |
$17.7K - $19.9K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Chase Investment Counsel Corp
|
SELL
|
- |
-4.25KClosed |
$312K - $351K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Peterson Wealth Management
|
SELL
|
- |
-5.18KClosed |
$381K - $428K
|
0
$0
|
|