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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
8.57K+ 52.1% |
$401K - $462K
|
25K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42KNew |
$348K - $400K
|
7.42K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.05KNew |
$330K - $380K
|
7.05K
$427K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.68KNew |
$313K - $360K
|
6.68K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.18KNew |
$290K - $333K
|
6.18K
$374K
|
|
|
Aug 14, 2025
Q2 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
5.6KNew |
$262K - $302K
|
5.6K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.58KNew |
$261K - $301K
|
5.58K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.2KNew |
$244K - $280K
|
5.2K
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.93KNew |
$231K - $266K
|
4.93K
$298K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.41KNew |
$160K - $184K
|
3.41K
$206K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.74K+ 232.34% |
$128K - $148K
|
3.92K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$113K - $131K
|
2.42K
$147K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.78KNew |
$83.4K - $96K
|
1.78K
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.63KNew |
$76.3K - $87.9K
|
1.63K
$98.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.6KNew |
$75.1K - $86.5K
|
1.6K
$97.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.58KNew |
$74.1K - $85.3K
|
1.58K
$95.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$70.3K - $80.9K
|
1.5K
$90.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.28KNew |
$60K - $69K
|
1.28K
$77.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.01KNew |
$47.1K - $54.3K
|
1.01K
$60.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
922New |
$43.2K - $49.7K
|
922
$55.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
760New |
$35.6K - $41K
|
760
$46K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
733New |
$34.3K - $39.5K
|
733
$44.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
723New |
$33.9K - $39K
|
723
$43.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
557New |
$26.1K - $30K
|
557
$33.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
294New |
$13.8K - $15.9K
|
294
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
244New |
$11.4K - $13.2K
|
244
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216+ 89.26% |
$10.1K - $11.7K
|
458
$27.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
200+ 3.2% |
$9.37K - $10.8K
|
6.46K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150+ 176.47% |
$7.03K - $8.09K
|
235
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
147New |
$6.89K - $7.93K
|
147
$8.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
120New |
$5.62K - $6.47K
|
120
$7.27K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 170.0% |
$4.78K - $5.5K
|
162
$9.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 0.39% |
$2.3K - $2.64K
|
12.5K
$758K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40+ 1.8% |
$1.87K - $2.16K
|
2.26K
$137K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16New |
$750 - $863
|
16
$969
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$609 - $701
|
13
$787
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.29% |
$141 - $162
|
236
$14.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$46.9 - $53.9
|
1
$60.6
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
250KNew |
$11M - $12.3M
|
250K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
182KNew |
$8.06M - $8.98M
|
182K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
100KNew |
$4.42M - $4.92M
|
100K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.8K+ 78.64% |
$1.49M - $1.66M
|
76.8K
$4.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29.7KNew |
$1.31M - $1.46M
|
29.7K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
29.7KNew |
$1.31M - $1.46M
|
29.7K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
15.7KNew |
$693K - $772K
|
15.7K
$951K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
15.4KNew |
$680K - $758K
|
15.4K
$933K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.3K+ 350.25% |
$675K - $752K
|
19.6K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$654K - $728K
|
14.8K
$897K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
8.19KNew |
$362K - $403K
|
8.19K
$496K
|
|