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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18New |
$951 - $1.03K
|
18
$1.02K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-116- 0.97% |
$6.13K - $6.66K
|
11.9K
$672K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.14K- 6.03% |
$219K - $238K
|
64.5K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
5+ 0.08% |
$264 - $287
|
6.43K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2.07K+ 4.09% |
$109K - $119K
|
52.7K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.56K- 35.85% |
$188K - $205K
|
6.38K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.39KNew |
$73.3K - $79.6K
|
1.39K
$78.5K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
688+ 0.95% |
$36.4K - $39.5K
|
72.8K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
816+ 6.88% |
$43.1K - $46.9K
|
12.7K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
246+ 215.79% |
$13K - $14.1K
|
360
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
19.7KNew |
$1.04M - $1.13M
|
19.7K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 1.89% |
$214K - $232K
|
218K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-110- 35.48% |
$5.81K - $6.32K
|
200
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.65K+ 3.05% |
$352K - $382K
|
225K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.13K+ 42.07% |
$218K - $237K
|
13.9K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 10.42% |
$66.8K - $72.6K
|
10.9K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.09% |
$423 - $459
|
8.63K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13.6K+ 30.35% |
$719K - $781K
|
58.4K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-140- 2.57% |
$7.4K - $8.04K
|
5.3K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-19.3K- 39.58% |
$1.02M - $1.11M
|
29.4K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.45K- 10.8% |
$76.7K - $83.4K
|
12K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-957- 12.02% |
$50.6K - $55K
|
7K
$397K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-446- 9.88% |
$23.6K - $25.6K
|
4.07K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-287K- 7.26% |
$15.2M - $16.5M
|
3.67M
$208M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-93.9K- 0.86% |
$4.96M - $5.39M
|
10.9M
$616M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.73MNew |
$91.2M - $99.1M
|
1.73M
$97.8M
|
|
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
492K+ 42.37% |
$26M - $28.2M
|
1.65M
$93.6M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.06K - $1.15K
|
20
$1.13K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.58KNew |
$189K - $206K
|
3.58K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
548New |
$29K - $31.5K
|
548
$31.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 10.46% |
$2.5M - $2.72M
|
500K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
177K+ 7.7% |
$9.35M - $10.2M
|
2.47M
$140M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
52+ 0.18% |
$2.75K - $2.99K
|
29.2K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9New |
$476 - $517
|
9
$510
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$223K - $243K
|
4.23K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$24.1K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
451+ 11.93% |
$23.8K - $25.9K
|
4.23K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-684K- 18.58% |
$36.1M - $39.3M
|
3M
$170M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.4K- 2.22% |
$1.29M - $1.4M
|
1.07M
$60.8M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-1.5K- 29.41% |
$79.3K - $86.1K
|
3.6K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-229K- 16.05% |
$12.1M - $13.2M
|
1.2M
$67.9M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-27.3K- 21.91% |
$1.44M - $1.57M
|
97.4K
$5.52M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 1.85% |
$581K - $632K
|
605K
$34.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.04K+ 54.4% |
$319K - $347K
|
17.1K
$971K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 1.69% |
$5.29K - $5.74K
|
5.8K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3- 0.03% |
$159 - $172
|
10.2K
$578K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2K+ 5.48% |
$105K - $115K
|
38.4K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-543- 1.62% |
$28.7K - $31.2K
|
32.9K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-209- 2.67% |
$11K - $12K
|
7.62K
$432K
|