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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$178 - $269
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$5.94M - $8.98M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.88KClosed |
$171K - $258K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.02KClosed |
$239K - $361K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-582KClosed |
$34.5M - $52.2M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-637Closed |
$37.8K - $57.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.64KClosed |
$97.5K - $147K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
SELL
|
- |
-2.71KClosed |
$161K - $244K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-300Closed |
$17.8K - $26.9K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-14.7KClosed |
$870K - $1.32M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-208Closed |
$12.4K - $18.7K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.89KClosed |
$172K - $260K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
PUT |
-36KClosed |
$2.14M - $3.23M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150Closed |
$8.91K - $13.5K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.24KClosed |
$371K - $561K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-518Closed |
$30.8K - $46.5K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-1KClosed |
$59.4K - $89.8K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-25.6KClosed |
$1.52M - $2.3M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-150Closed |
$8.91K - $13.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.03KClosed |
$121K - $182K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gratus Capital LLC
|
SELL
|
- |
-2.92KClosed |
$174K - $263K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-231Closed |
$13.7K - $20.7K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-266Closed |
$15.8K - $23.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-118Closed |
$7.01K - $10.6K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.49KClosed |
$148K - $223K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$969K - $1.46M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-28.1KClosed |
$1.67M - $2.52M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Virginia National Bank
|
SELL
|
- |
-3.65KClosed |
$217K - $328K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Regent Investment Management LLC
|
SELL
|
- |
-2.6KClosed |
$155K - $234K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
488New |
$29K - $43.8K
|
488
$26.9K
|
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-3.57KClosed |
$212K - $320K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.45KClosed |
$265K - $400K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
BUY
|
- |
245New |
$14.6K - $22K
|
245
$13.5K
|
|
| Q4 2019 | |||||||
|
Feb 20, 2025
Q4 2019
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-601- 19.56% |
$47.9K - $50.2K
|
2.47K
$136K
|
|
|
Jul 24, 2024
Q4 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.13KClosed |
$249K - $261K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
489New |
$38.9K - $40.8K
|
489
$27K
|
|
|
Feb 18, 2020
Q4 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.53KClosed |
$202K - $211K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-171KClosed |
$13.6M - $14.3M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-74Closed |
$5.89K - $6.18K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.6KClosed |
$446K - $468K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-15.9KClosed |
$1.27M - $1.33M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Camden Asset Management L P
Los Angeles, CA |
SELL
|
PUT |
-127KClosed |
$10.1M - $10.6M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
30KNew |
$2.39M - $2.5M
|
30K
$1.65M
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-100Closed |
$7.96K - $8.35K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-4KClosed |
$318K - $334K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.23KClosed |
$257K - $270K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Reliant Investment Management, LLC
|
SELL
|
- |
-4.08KClosed |
$324K - $340K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.2KClosed |
$255K - $267K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
PUT |
18New |
$1.43K - $1.5K
|
18
$993
|
|