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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
864+ 533.33% |
$63.4K - $76.4K
|
1.03K
$57K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
800+ 33.44% |
$58.7K - $70.7K
|
3.19K
$177K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
717+ 109.63% |
$52.6K - $63.4K
|
1.37K
$76.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$36.7K - $44.2K
|
500
$27.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
492+ 17.3% |
$36.1K - $43.5K
|
3.34K
$185K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
481+ 19.97% |
$35.3K - $42.5K
|
2.89K
$161K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
443+ 11.11% |
$32.5K - $39.2K
|
4.43K
$246K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
413+ 2.04% |
$30.3K - $36.5K
|
20.7K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
411New |
$30.2K - $36.3K
|
411
$22.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
359+ 1.69% |
$26.4K - $31.7K
|
21.6K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
351+ 1755.0% |
$25.8K - $31K
|
371
$20.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
256+ 2.95% |
$18.8K - $22.6K
|
8.94K
$497K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
218New |
$16K - $19.3K
|
218
$12.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
209+ 8.66% |
$15.3K - $18.5K
|
2.62K
$146K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 5.85% |
$10.8K - $13K
|
2.66K
$148K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
135+ 8.52% |
$9.91K - $11.9K
|
1.72K
$95.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
124+ 4.38% |
$9.1K - $11K
|
2.95K
$164K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
117New |
$8.59K - $10.3K
|
117
$6.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$8.3K - $9.99K
|
113
$6.28K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
107+ 3.11% |
$7.85K - $9.46K
|
3.55K
$197K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
106+ 3.56% |
$7.78K - $9.37K
|
3.08K
$171K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$7.34K - $8.84K
|
100
$5.56K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
90New |
$6.61K - $7.95K
|
90
$5K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 2.67% |
$5.58K - $6.72K
|
2.92K
$162K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
50New |
$3.67K - $4.42K
|
50
$2.78K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
38New |
$2.79K - $3.36K
|
38
$2.11K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27+ 0.99% |
$1.98K - $2.39K
|
2.76K
$153K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
18+ 0.15% |
$1.32K - $1.59K
|
11.8K
$654K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14+ 0.52% |
$1.03K - $1.24K
|
2.72K
$151K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
11+ 0.43% |
$808 - $972
|
2.56K
$142K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3+ 0.12% |
$220 - $265
|
2.52K
$140K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.08% |
$147 - $177
|
2.53K
$141K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$1.04M - $1.15M
|
13.4K
$747K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.4KNew |
$801K - $887K
|
10.4K
$577K
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.85KNew |
$452K - $500K
|
5.85K
$325K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.33KNew |
$334K - $370K
|
4.33K
$241K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$231K - $256K
|
3K
$167K
|
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.6KNew |
$201K - $222K
|
2.6K
$145K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.58KNew |
$199K - $220K
|
2.58K
$143K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.54KNew |
$196K - $217K
|
2.54K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.51KNew |
$194K - $215K
|
2.51K
$140K
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.43K+ 102.92% |
$188K - $208K
|
4.8K
$267K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$107K - $118K
|
1.39K
$77K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
872+ 681.25% |
$67.3K - $74.5K
|
1K
$55.6K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
308+ 4.79% |
$23.8K - $26.3K
|
6.74K
$374K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
249New |
$19.2K - $21.3K
|
249
$13.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
219+ 5.55% |
$16.9K - $18.7K
|
4.16K
$231K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 3.36% |
$15.4K - $17.1K
|
6.15K
$342K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.72K - $8.54K
|
100
$5.56K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
80New |
$6.17K - $6.83K
|
80
$4.45K
|
|