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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44New |
$2.16K - $2.58K
|
44
$2.45K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.98% |
$2.06K - $2.46K
|
4.32K
$240K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 1.42% |
$1.67K - $2K
|
2.43K
$135K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
13New |
$637 - $763
|
13
$723
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.3% |
$588 - $704
|
4.04K
$225K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$441 - $528
|
9
$500
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 0.09% |
$343 - $411
|
7.54K
$419K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
6+ 0.14% |
$294 - $352
|
4.29K
$239K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.81% |
$196 - $235
|
498
$27.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3+ 1.09% |
$147 - $176
|
277
$15.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 2.38% |
$49 - $58.7
|
43
$2.39K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.9MNew |
$570M - $695M
|
10.9M
$607M
|
|
|
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
751K+ 92.28% |
$39.2M - $47.8M
|
1.56M
$87M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
78.6KNew |
$4.11M - $5M
|
78.6K
$4.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
76.3KNew |
$3.98M - $4.85M
|
76.3K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
40KNew |
$2.09M - $2.55M
|
40K
$2.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
BUY
|
- |
40K+ 57.14% |
$2.09M - $2.55M
|
110K
$6.11M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
27.1KNew |
$1.42M - $1.73M
|
27.1K
$1.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
21.2K+ 155.81% |
$1.11M - $1.35M
|
34.9K
$1.94M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
14.2K+ 38.44% |
$741K - $903K
|
51.1K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12K+ 132.48% |
$629K - $767K
|
21.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.17KNew |
$479K - $584K
|
9.17K
$510K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.63K+ 71.08% |
$451K - $549K
|
20.8K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
8.12KNew |
$424K - $516K
|
8.12K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.65KNew |
$295K - $360K
|
5.65K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.21K+ 96.59% |
$272K - $332K
|
10.6K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.77KNew |
$249K - $303K
|
4.77K
$265K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.58KNew |
$239K - $292K
|
4.58K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$231K - $282K
|
4.43K
$246K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.41K+ 46.06% |
$230K - $280K
|
14K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.21KNew |
$220K - $268K
|
4.21K
$234K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.2KNew |
$219K - $267K
|
4.2K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$209K - $255K
|
4K
$222K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.94KNew |
$206K - $251K
|
3.94K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
3.88KNew |
$202K - $247K
|
3.88K
$215K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.61K+ 7.81% |
$136K - $166K
|
36K
$2M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 10.64% |
$95.5K - $116K
|
19K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.57K+ 18.93% |
$82.1K - $100K
|
9.88K
$549K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.22K+ 31.72% |
$63.9K - $77.9K
|
5.08K
$283K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$57.4K - $70K
|
1.1K
$61.1K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.05% |
$53.6K - $65.4K
|
2.13M
$118M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
800+ 18.86% |
$41.8K - $50.9K
|
5.04K
$280K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$33.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$33.4K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
564+ 14.87% |
$29.5K - $35.9K
|
4.36K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
424+ 12.98% |
$22.1K - $27K
|
3.69K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
411+ 8.39% |
$21.5K - $26.2K
|
5.31K
$295K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
333+ 1110.0% |
$17.4K - $21.2K
|
363
$20.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
288+ 4.99% |
$15K - $18.3K
|
6.06K
$337K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
243+ 7.05% |
$12.7K - $15.5K
|
3.69K
$205K
|
|