Latest Institutional Transactions on Dominion Energy, Inc (D)
This table provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.2K+ 3.56% |
$591K - $684K
|
327K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
575+ 8.93% |
$30.3K - $35K
|
7.01K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
655+ 5.68% |
$34.5K - $39.9K
|
12.2K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.2K+ 11.04% |
$63.4K - $73.3K
|
12.1K
$676K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.84KNew |
$96.8K - $112K
|
1.84K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-326- 2.07% |
$17.2K - $19.9K
|
15.4K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.77K- 16.87% |
$199K - $230K
|
18.6K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.01K- 1.53% |
$158K - $183K
|
193K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-33.8K- 4.85% |
$1.78M - $2.06M
|
662K
$37M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.89K- 1.96% |
$468K - $541K
|
445K
$24.8M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.44% |
$52.6K - $60.9K
|
40K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 12.64% |
$65.8K - $76.2K
|
8.64K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
299+ 11.67% |
$15.7K - $18.2K
|
2.86K
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.1K- 1.06% |
$794K - $919K
|
1.41M
$78.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-155- 0.6% |
$8.16K - $9.44K
|
25.7K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
1+ 0.01% |
$52.6 - $60.9
|
13.1K
$733K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.05% |
$211 - $244
|
7.83K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12+ 1.16% |
$632 - $731
|
1.05K
$58.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-538- 0.75% |
$28.3K - $32.8K
|
71K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
329New |
$17.3K - $20K
|
329
$18.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.23K+ 11.71% |
$117K - $136K
|
21.2K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
590+ 3.88% |
$31.1K - $35.9K
|
15.8K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-932- 7.18% |
$49.1K - $56.8K
|
12K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.7K+ 145.21% |
$722K - $836K
|
23.2K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
76.9KNew |
$4.05M - $4.68M
|
76.9K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 8.37% |
$947 - $1.1K
|
233
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-700- 11.96% |
$36.8K - $42.6K
|
5.16K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.44K- 8.16% |
$75.5K - $87.4K
|
16.2K
$902K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
29.6K+ 268.05% |
$1.56M - $1.81M
|
40.7K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.63K+ 83.08% |
$243K - $282K
|
10.2K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
144+ 3.75% |
$7.58K - $8.77K
|
3.98K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
145+ 2.26% |
$7.63K - $8.83K
|
6.57K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-81- 0.93% |
$4.26K - $4.93K
|
8.6K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.38KNew |
$125K - $145K
|
2.38K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-32- 1.02% |
$1.68K - $1.95K
|
3.11K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2K- 4.24% |
$105K - $122K
|
45.2K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
724+ 1.18% |
$38.1K - $44.1K
|
62.1K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-742- 1.41% |
$39.1K - $45.2K
|
51.9K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-543- 5.27% |
$28.6K - $33.1K
|
9.76K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.65KNew |
$455K - $527K
|
8.65K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99.5K+ 40.17% |
$5.24M - $6.06M
|
347K
$19.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 1.39% |
$158 - $183
|
213
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
18+ 0.91% |
$947 - $1.1K
|
1.99K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.7K+ 9.36% |
$1.14M - $1.32M
|
254K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
30.5KNew |
$1.61M - $1.86M
|
30.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 5.72% |
$1.53K - $1.77K
|
536
$29.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.26K- 35.98% |
$119K - $138K
|
4.02K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-22- 62.86% |
$1.16K - $1.34K
|
13
$726
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
711+ 1247.37% |
$37.4K - $43.3K
|
768
$42.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-380- 3.08% |
$20K - $23.1K
|
12K
$668K
|