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 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.3K+ 189.64% |
$917K - $1.14M
|
20.3K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$719K - $891K
|
10.4K
$568K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.2K+ 70.64% |
$636K - $788K
|
22.2K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.73KNew |
$603K - $748K
|
8.73K
$477K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8.57KNew |
$592K - $734K
|
8.57K
$468K
|
|
|
Nov 07, 2022
Q3 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.52K+ 53.5% |
$520K - $644K
|
21.6K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
7.29KNew |
$503K - $624K
|
7.29K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.46KNew |
$446K - $553K
|
6.46K
$353K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.94K+ 115.64% |
$410K - $509K
|
11.1K
$605K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.28KNew |
$365K - $452K
|
5.28K
$288K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.51KNew |
$312K - $387K
|
4.51K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
4.38KNew |
$302K - $375K
|
4.38K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.88KNew |
$268K - $332K
|
3.88K
$212K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.83KNew |
$265K - $328K
|
3.83K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.7KNew |
$256K - $317K
|
3.7K
$202K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.2KNew |
$221K - $274K
|
3.2K
$175K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.11KNew |
$215K - $266K
|
3.11K
$170K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.93K+ 1345.87% |
$203K - $251K
|
3.15K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.83KNew |
$196K - $242K
|
2.83K
$155K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
2.63K+ 28.92% |
$182K - $225K
|
11.7K
$640K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.62KNew |
$181K - $224K
|
2.62K
$143K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$146K - $181K
|
2.11K
$115K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.88K+ 3.94% |
$130K - $161K
|
49.5K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.84K+ 17.65% |
$127K - $158K
|
12.3K
$671K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.82K+ 53.38% |
$126K - $156K
|
5.22K
$285K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.81KNew |
$125K - $155K
|
1.81K
$98.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.78K+ 0.16% |
$123K - $152K
|
1.1M
$59.9M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53KNew |
$106K - $131K
|
1.53K
$83.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.45K+ 55.56% |
$100K - $124K
|
4.06K
$222K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
1.45K+ 38.15% |
$100K - $124K
|
5.25K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.38K+ 35.51% |
$95.6K - $119K
|
5.28K
$289K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.22K+ 20.72% |
$84.2K - $104K
|
7.1K
$388K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 14.96% |
$80.4K - $99.7K
|
8.95K
$489K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
803+ 24.52% |
$55.5K - $68.8K
|
4.08K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
599+ 0.13% |
$41.4K - $51.3K
|
469K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
564+ 1.49% |
$39K - $48.3K
|
38.5K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
538+ 1.39% |
$37.2K - $46.1K
|
39.4K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
471+ 41.98% |
$32.6K - $40.3K
|
1.59K
$87K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
438+ 17.12% |
$30.3K - $37.5K
|
3K
$164K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
427+ 1.58% |
$29.5K - $36.6K
|
27.5K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
408New |
$28.2K - $34.9K
|
408
$22.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
359+ 11.79% |
$24.8K - $30.7K
|
3.4K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
350+ 12.18% |
$24.2K - $30K
|
3.22K
$176K
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
301+ 0.65% |
$20.8K - $25.8K
|
46.7K
$2.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
293+ 8.38% |
$20.2K - $25.1K
|
3.79K
$207K
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
249+ 9.4% |
$17.2K - $21.3K
|
2.9K
$158K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
229+ 7.85% |
$15.8K - $19.6K
|
3.15K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 6.25% |
$13.8K - $17.1K
|
3.4K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
198+ 5.09% |
$13.7K - $17K
|
4.09K
$223K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
183+ 0.97% |
$12.6K - $15.7K
|
19K
$1.04M
|