Latest Institutional Sells of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-198- 18.77% |
$9.51K - $11.6K
|
857
$47.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-192- 2.95% |
$9.22K - $11.2K
|
6.31K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-182- 3.84% |
$8.74K - $10.7K
|
4.56K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-155- 5.57% |
$7.44K - $9.07K
|
2.63K
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 3.12% |
$6.63K - $8.08K
|
4.29K
$236K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-130- 3.11% |
$6.24K - $7.61K
|
4.06K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-130- 18.16% |
$6.24K - $7.61K
|
586
$32.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 3.0% |
$6K - $7.32K
|
4.05K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-109- 26.59% |
$5.23K - $6.38K
|
301
$16.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.79% |
$4.8K - $5.85K
|
5.49K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 27.78% |
$4.8K - $5.85K
|
260
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-89- 2.35% |
$4.27K - $5.21K
|
3.69K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 60.0% |
$3.6K - $4.39K
|
50
$2.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-70- 49.65% |
$3.36K - $4.1K
|
71
$3.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-66- 10.2% |
$3.17K - $3.86K
|
581
$31.9K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 1.12% |
$3.12K - $3.8K
|
5.76K
$317K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-63- 0.68% |
$3.02K - $3.69K
|
9.14K
$503K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-60- 50.42% |
$2.88K - $3.51K
|
59
$3.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-53- 10.52% |
$2.54K - $3.1K
|
451
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.17% |
$2.35K - $2.87K
|
4.13K
$227K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 42.5% |
$1.63K - $1.99K
|
46
$2.53K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19- 0.3% |
$912 - $1.11K
|
6.33K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 9.76% |
$192 - $234
|
37
$2.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 44.44% |
$192 - $234
|
5
$275
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-103K- 7.68% |
$4.83M - $5.56M
|
1.24M
$68.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-90K- 72.0% |
$4.22M - $4.85M
|
35K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-48.8K- 73.08% |
$2.29M - $2.63M
|
18K
$989K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-34.6K- 19.99% |
$1.62M - $1.86M
|
138K
$7.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-34.1K- 86.98% |
$1.6M - $1.84M
|
5.11K
$281K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-28.1KClosed |
$1.32M - $1.52M
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18.9K- 99.93% |
$887K - $1.02M
|
13
$715
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.7K- 40.97% |
$829K - $955K
|
25.5K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.2K- 22.9% |
$525K - $604K
|
37.7K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 98.29% |
$516K - $594K
|
192
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.69K- 99.7% |
$454K - $523K
|
29
$1.59K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.63K- 3.21% |
$264K - $303K
|
169K
$9.32M
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.89K- 5.0% |
$229K - $264K
|
92.8K
$5.1M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.25KClosed |
$199K - $229K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3K- 14.41% |
$141K - $162K
|
17.8K
$980K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.36K- 3.08% |
$110K - $127K
|
74.2K
$4.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.16K- 28.1% |
$101K - $117K
|
5.54K
$304K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2K- 18.11% |
$93.7K - $108K
|
9.04K
$497K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.86K- 30.53% |
$87.2K - $100K
|
4.23K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 24.68% |
$69K - $79.4K
|
4.49K
$247K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.4K- 4.28% |
$65.4K - $75.3K
|
31.2K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.3K- 20.72% |
$60.9K - $70.1K
|
4.97K
$273K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 21.21% |
$57.9K - $66.6K
|
4.59K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.21K- 17.3% |
$56.6K - $65.2K
|
5.78K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.19K- 13.26% |
$55.6K - $64K
|
7.76K
$427K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.18K- 13.93% |
$55.3K - $63.6K
|
7.29K
$401K
|
|