Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
784+ 14.55% |
$37.6K - $45.9K
|
6.17K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
783+ 9.17% |
$37.6K - $45.8K
|
9.32K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
770+ 1.84% |
$37K - $45.1K
|
42.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
750+ 53.96% |
$36K - $43.9K
|
2.14K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
728+ 1.66% |
$35K - $42.6K
|
44.5K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
724New |
$34.8K - $42.4K
|
724
$40.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
718+ 8.62% |
$34.5K - $42K
|
9.05K
$503K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
700+ 3.44% |
$33.6K - $41K
|
21.1K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
680+ 8.33% |
$32.6K - $39.8K
|
8.84K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
658+ 3.7% |
$31.6K - $38.5K
|
18.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
648+ 8.97% |
$31.1K - $37.9K
|
7.87K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
638+ 9.22% |
$30.6K - $37.3K
|
7.56K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
631+ 9.44% |
$30.3K - $36.9K
|
7.31K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
622New |
$29.9K - $36.4K
|
622
$34.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
603+ 1.73% |
$29K - $35.3K
|
35.4K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
595+ 0.42% |
$28.6K - $34.8K
|
144K
$8M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594+ 0.53% |
$28.5K - $34.8K
|
113K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
583+ 4.49% |
$28K - $34.1K
|
13.6K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
561New |
$26.9K - $32.8K
|
561
$31.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
556+ 1.99% |
$26.7K - $32.5K
|
28.5K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
520+ 48.55% |
$25K - $30.4K
|
1.59K
$88.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.36% |
$24K - $29.3K
|
139K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
496+ 3.74% |
$23.8K - $29K
|
13.8K
$765K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
487+ 601.23% |
$23.4K - $28.5K
|
568
$31.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
480New |
$23K - $28.1K
|
480
$26.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
478+ 3.69% |
$22.9K - $28K
|
13.4K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
464New |
$22.3K - $27.2K
|
464
$25.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
459+ 3.13% |
$22K - $26.9K
|
15.1K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
452+ 2.45% |
$21.7K - $26.5K
|
18.9K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
449+ 282.39% |
$21.6K - $26.3K
|
608
$33.8K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
428+ 9.45% |
$20.5K - $25.1K
|
4.96K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
403+ 7.86% |
$19.3K - $23.6K
|
5.53K
$307K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
361+ 7.17% |
$17.3K - $21.1K
|
5.4K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
356+ 4.12% |
$17.1K - $20.8K
|
8.99K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
335+ 0.94% |
$16.1K - $19.6K
|
35.8K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
321New |
$15.4K - $18.8K
|
321
$17.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
321New |
$15.4K - $18.8K
|
321
$17.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
321+ 1.95% |
$15.4K - $18.8K
|
16.8K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
318+ 40.25% |
$15.3K - $18.6K
|
1.11K
$61.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
302+ 4.71% |
$14.5K - $17.7K
|
6.71K
$373K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
298+ 363.41% |
$14.3K - $17.4K
|
380
$21.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
295+ 4.49% |
$14.2K - $17.3K
|
6.86K
$381K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
288+ 16.79% |
$13.8K - $16.9K
|
2K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
284+ 0.98% |
$13.6K - $16.6K
|
29.3K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
283+ 0.84% |
$13.6K - $16.6K
|
34.1K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
282+ 10.85% |
$13.5K - $16.5K
|
2.88K
$160K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
280+ 3.12% |
$13.4K - $16.4K
|
9.27K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
279+ 0.16% |
$13.4K - $16.3K
|
178K
$9.88M
|