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 |
---|---|---|---|---|---|---|---|
Nov 03, 2020
Q3 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-288Closed |
$21.2K - $23.8K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.93KClosed |
$289K - $325K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.59KClosed |
$191K - $214K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.66KClosed |
$196K - $220K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Bristol John W & CO Inc
|
BUY
|
- |
5KNew |
$368K - $413K
|
5K
$276K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5KNew |
$368K - $414K
|
5K
$276K
|
|
Oct 23, 2020
Q3 2020
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-9.58KClosed |
$705K - $792K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-22KClosed |
$1.62M - $1.82M
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Capital City Trust CO
|
SELL
|
- |
-2.68KClosed |
$197K - $222K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-2.51KClosed |
$185K - $208K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-4.07KClosed |
$299K - $336K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.36KClosed |
$247K - $278K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-80Closed |
$5.89K - $6.62K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Sabal Trust CO
|
SELL
|
- |
-243KClosed |
$17.9M - $20.1M
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.64KClosed |
$488K - $549K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-151Closed |
$11.1K - $12.5K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Churchill Management Corp
|
SELL
|
- |
-152KClosed |
$11.2M - $12.6M
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.47KClosed |
$182K - $204K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.49KClosed |
$109K - $123K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-12.5KClosed |
$920K - $1.03M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.46K- 12.51% |
$102K - $127K
|
10.2K
$563K
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-100Closed |
$6.96K - $8.7K
|
0
$0
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16Closed |
$1.11K - $1.39K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.94KNew |
$205K - $256K
|
2.94K
$162K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-791Closed |
$55K - $68.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-691Closed |
$48.1K - $60.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-25KClosed |
$1.74M - $2.18M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-291Closed |
$20.2K - $25.3K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-22.3KClosed |
$1.55M - $1.94M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.45KClosed |
$240K - $300K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-44.2KClosed |
$3.07M - $3.84M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
398New |
$27.7K - $34.6K
|
398
$21.9K
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-96Closed |
$6.68K - $8.35K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-835Closed |
$58.1K - $72.6K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-400Closed |
$27.8K - $34.8K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-63Closed |
$4.38K - $5.48K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.04KClosed |
$72.1K - $90.1K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-55.3KClosed |
$3.85M - $4.81M
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-49Closed |
$3.41K - $4.26K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.09KClosed |
$215K - $269K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
BUY
|
PUT |
10KNew |
$696K - $870K
|
10K
$551K
|
|
Jul 15, 2020
Q2 2020
|
Howland Capital Management LLC
|
SELL
|
- |
-3.18KClosed |
$221K - $276K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.5KClosed |
$244K - $305K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-866Closed |
$60.2K - $75.3K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.62KClosed |
$156K - $235K
|
0
$0
|
|
May 17, 2021
Q1 2020
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.65KClosed |
$157K - $238K
|
0
$0
|
|
Apr 19, 2021
Q1 2020
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-14.1KClosed |
$840K - $1.27M
|
0
$0
|
|
Apr 19, 2021
Q1 2020
|
Equitec Proprietary Markets, LLC
|
SELL
|
PUT |
-16.2KClosed |
$962K - $1.45M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-2.64KClosed |
$157K - $237K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-21.9K- 43.2% |
$1.3M - $1.97M
|
28.8K
$1.59M
|