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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
355+ 6.28% |
$17.6K - $20.6K
|
6.01K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.27K+ 9.09% |
$63.3K - $73.9K
|
15.3K
$934K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 0.16% |
$1.14K - $1.33K
|
14.5K
$886K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.17K- 24.33% |
$157K - $184K
|
9.86K
$602K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-92- 3.38% |
$4.57K - $5.34K
|
2.63K
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-410- 63.37% |
$20.4K - $23.8K
|
237
$14.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
86.4K+ 2.89% |
$4.29M - $5.01M
|
3.08M
$188M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.05% |
$4.97K - $5.8K
|
190K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.2K- 3.0% |
$1.6M - $1.87M
|
1.04M
$63.5M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-644- 7.13% |
$32K - $37.4K
|
8.39K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.06K- 26.52% |
$102K - $119K
|
5.7K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
760+ 20.11% |
$37.7K - $44.1K
|
4.54K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
5.76K+ 4.62% |
$286K - $334K
|
131K
$7.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
575K+ 3.0% |
$28.6M - $33.4M
|
19.7M
$1.21B
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.12% |
$93.9K - $110K
|
58.6K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.08% |
$248 - $290
|
6.61K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
8.01K+ 6.58% |
$398K - $465K
|
130K
$7.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.16K+ 199.43% |
$157K - $183K
|
4.75K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
12.5KNew |
$620K - $724K
|
12.5K
$762K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-139- 15.19% |
$6.9K - $8.06K
|
776
$47.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12- 0.26% |
$596 - $696
|
4.64K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3K+ 36.95% |
$149K - $174K
|
11.1K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.42K- 10.17% |
$70.5K - $82.4K
|
12.5K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-29- 3.69% |
$1.44K - $1.68K
|
756
$46.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.3K- 4.88% |
$64.3K - $75.1K
|
25.2K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.69K+ 13.05% |
$233K - $272K
|
40.7K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-47- 2.49% |
$2.33K - $2.73K
|
1.84K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
11.1KNew |
$552K - $645K
|
11.1K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
70.3K+ 7.49% |
$3.49M - $4.08M
|
1.01M
$61.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.86K- 17.96% |
$192K - $224K
|
17.6K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
3+ 0.03% |
$149 - $174
|
10.1K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-123K- 0.42% |
$6.1M - $7.12M
|
29.2M
$1.79B
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.47K+ 18.88% |
$321K - $375K
|
40.7K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.34K- 3.95% |
$66.7K - $78K
|
32.7K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
254K+ 808.7% |
$12.6M - $14.7M
|
286K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-22.9K- 66.33% |
$1.14M - $1.33M
|
11.6K
$711K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 40.0% |
$213K - $249K
|
15K
$919K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33+ 0.26% |
$1.64K - $1.91K
|
12.7K
$776K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
42.9K+ 2.68% |
$2.13M - $2.49M
|
1.64M
$100M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.98K+ 5.92% |
$197K - $231K
|
71.1K
$4.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
43New |
$2.14K - $2.49K
|
43
$2.63K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 7.44% |
$712K - $831K
|
207K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.58K+ 3.1% |
$426K - $498K
|
285K
$17.4M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
63+ 15.67% |
$3.13K - $3.65K
|
465
$28.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
113+ 1.76% |
$5.61K - $6.55K
|
6.54K
$400K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.11K+ 32.8% |
$105K - $123K
|
8.56K
$523K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-318- 1.04% |
$15.8K - $18.4K
|
30.1K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-722- 2.76% |
$35.9K - $41.9K
|
25.4K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49New |
$2.43K - $2.84K
|
49
$2.99K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.11% |
$348 - $406
|
6.42K
$392K
|