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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-18K- 41.46% |
$1.04M - $1.29M
|
25.4K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-17.3K- 5.06% |
$1M - $1.23M
|
324K
$19.6M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.2K- 50.08% |
$648K - $799K
|
11.1K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.47K- 19.84% |
$549K - $677K
|
38.3K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.87K- 72.37% |
$514K - $634K
|
3.39K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6K- 34.32% |
$348K - $429K
|
11.5K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.65K- 13.92% |
$270K - $333K
|
28.8K
$1.74M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
$263K - $324K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.37K- 21.65% |
$253K - $313K
|
15.8K
$958K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.77K- 41.33% |
$218K - $269K
|
5.35K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.49K- 50.0% |
$202K - $249K
|
3.49K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.03K- 32.15% |
$175K - $216K
|
6.39K
$387K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3K- 36.58% |
$174K - $215K
|
5.2K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.86K- 33.47% |
$166K - $204K
|
5.69K
$344K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.81K- 41.9% |
$163K - $201K
|
3.9K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.3K- 17.15% |
$133K - $164K
|
11.1K
$673K
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-1.6K- 11.11% |
$92.7K - $114K
|
12.8K
$775K
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.4K- 29.47% |
$81.1K - $100K
|
3.35K
$203K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.14K- 22.69% |
$66.3K - $81.8K
|
3.9K
$236K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-643- 5.9% |
$37.3K - $46K
|
10.3K
$621K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-625- 14.9% |
$36.2K - $44.7K
|
3.57K
$216K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-582- 26.55% |
$33.7K - $41.6K
|
1.61K
$97.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-468- 10.99% |
$27.1K - $33.5K
|
3.79K
$230K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-451- 4.44% |
$26.1K - $32.2K
|
9.71K
$588K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-394- 94.94% |
$22.8K - $28.2K
|
21
$1.27K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-336- 6.1% |
$19.5K - $24K
|
5.17K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-332- 8.87% |
$19.2K - $23.7K
|
3.41K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-331- 8.26% |
$19.2K - $23.7K
|
3.68K
$223K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-308- 21.05% |
$17.9K - $22K
|
1.16K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-305- 11.96% |
$17.7K - $21.8K
|
2.25K
$136K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-300- 25.75% |
$17.4K - $21.5K
|
865
$52.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-260- 5.59% |
$15.1K - $18.6K
|
4.39K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 4.83% |
$9.97K - $12.3K
|
3.39K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-160- 33.33% |
$9.27K - $11.4K
|
320
$19.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-150- 4.11% |
$8.69K - $10.7K
|
3.5K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-150- 7.38% |
$8.69K - $10.7K
|
1.88K
$114K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 82.35% |
$6.49K - $8.01K
|
24
$1.45K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 1.26% |
$3.48K - $4.29K
|
4.72K
$286K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-60- 0.33% |
$3.48K - $4.29K
|
18.2K
$1.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-52- 1.38% |
$3.01K - $3.72K
|
3.72K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39- 14.5% |
$2.26K - $2.79K
|
230
$13.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24- 2.81% |
$1.39K - $1.72K
|
831
$50.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-16- 0.37% |
$927 - $1.14K
|
4.34K
$263K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$580 - $715
|
4.5K
$273K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-359K- 80.71% |
$24.8M - $30.7M
|
85.7K
$5.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-262K- 7.05% |
$18.1M - $22.4M
|
3.45M
$209M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-69.6K- 93.13% |
$4.81M - $5.97M
|
5.14K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-32.5KClosed |
$2.25M - $2.78M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-18.3K- 12.73% |
$1.27M - $1.57M
|
125K
$7.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 77.15% |
$1.01M - $1.25M
|
4.32K
$261K
|
|