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, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-178- 3.52% |
$7.86K - $9.69K
|
4.87K
$295K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-121- 2.62% |
$5.34K - $6.59K
|
4.5K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-120- 2.19% |
$5.3K - $6.53K
|
5.36K
$324K
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-119- 1.55% |
$5.25K - $6.48K
|
7.57K
$458K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-80- 2.6% |
$3.53K - $4.36K
|
3K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-75- 27.47% |
$3.31K - $4.08K
|
198
$12K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-50- 5.81% |
$2.21K - $2.72K
|
810
$49.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-26- 13.27% |
$1.15K - $1.42K
|
170
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 1.53% |
$1.1K - $1.36K
|
1.61K
$97.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-10- 0.04% |
$441 - $545
|
24.2K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.16% |
$353 - $436
|
4.94K
$299K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-173K- 55.69% |
$8.46M - $10.1M
|
137K
$8.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-122K- 3.63% |
$5.98M - $7.16M
|
3.24M
$196M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-53.1K- 87.19% |
$2.6M - $3.12M
|
7.81K
$473K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-44.6K- 59.76% |
$2.19M - $2.62M
|
30K
$1.82M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-41.4K- 13.65% |
$2.03M - $2.43M
|
262K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-27.4K- 85.9% |
$1.34M - $1.61M
|
4.5K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-18.8K- 46.06% |
$921K - $1.1M
|
22K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-13.6K- 13.7% |
$667K - $798K
|
85.7K
$5.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-8.75K- 2.41% |
$429K - $514K
|
355K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.87K- 1.38% |
$190K - $227K
|
277K
$16.8M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.66KClosed |
$179K - $215K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.46K- 37.33% |
$120K - $144K
|
4.13K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2.32K- 5.17% |
$114K - $136K
|
42.6K
$2.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.77K- 46.83% |
$86.9K - $104K
|
2.01K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 16.82% |
$84.5K - $101K
|
8.53K
$516K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.56K- 26.71% |
$76.5K - $91.6K
|
4.28K
$259K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 7.76% |
$55.6K - $66.6K
|
13.5K
$818K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.07K- 14.89% |
$52.5K - $62.9K
|
6.13K
$371K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-997- 13.75% |
$48.9K - $58.5K
|
6.25K
$379K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-977- 73.13% |
$47.9K - $57.3K
|
359
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-898- 9.7% |
$44K - $52.7K
|
8.36K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-630- 13.53% |
$30.9K - $37K
|
4.03K
$244K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-621- 68.92% |
$30.4K - $36.4K
|
280
$17K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-551- 72.69% |
$27K - $32.3K
|
207
$12.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-490- 8.36% |
$24K - $28.8K
|
5.37K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-434- 8.21% |
$21.3K - $25.5K
|
4.85K
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$952K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$952K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-356- 2.87% |
$17.5K - $20.9K
|
12K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-291- 1.13% |
$14.3K - $17.1K
|
25.5K
$1.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 4.95% |
$12.1K - $14.4K
|
4.72K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-210- 44.97% |
$10.3K - $12.3K
|
257
$15.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-200- 1.65% |
$9.8K - $11.7K
|
11.9K
$722K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-194- 2.7% |
$9.51K - $11.4K
|
6.98K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-120- 2.51% |
$5.88K - $7.04K
|
4.67K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-115- 1.19% |
$5.64K - $6.75K
|
9.54K
$578K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-105- 2.14% |
$5.15K - $6.16K
|
4.8K
$291K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 24.19% |
$3.28K - $3.93K
|
210
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-56- 0.85% |
$2.75K - $3.29K
|
6.55K
$397K
|
|