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 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
600+ 6.74% |
$31.7K - $34.5K
|
9.5K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
151KNew |
$7.99M - $8.68M
|
151K
$8.56M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 2.81% |
$4.81K - $5.23K
|
3.33K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5K+ 415.03% |
$1.08M - $1.18M
|
25.4K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
142+ 3.16% |
$7.5K - $8.16K
|
4.63K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-3.56K- 42.61% |
$188K - $205K
|
4.8K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
31.8K+ 249.91% |
$1.68M - $1.83M
|
44.6K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-212- 1.43% |
$11.2K - $12.2K
|
14.7K
$830K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.98K- 28.55% |
$104K - $113K
|
4.95K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-12.3K- 27.08% |
$649K - $706K
|
33.1K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
4.92K+ 3.87% |
$260K - $283K
|
132K
$7.49M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
455+ 4.81% |
$24K - $26.1K
|
9.91K
$562K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.19% |
$11.4K - $12.3K
|
112K
$6.35M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
3+ 0.03% |
$159 - $172
|
10.7K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-59- 1.18% |
$3.12K - $3.39K
|
4.93K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.3K+ 11.11% |
$175K - $190K
|
33K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
7.75KNew |
$410K - $445K
|
7.75K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-680- 6.72% |
$35.9K - $39.1K
|
9.43K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.39K+ 12.81% |
$73.4K - $79.7K
|
12.2K
$693K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
103K+ 8.89% |
$5.44M - $5.91M
|
1.26M
$71.4M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-309- 7.31% |
$16.3K - $17.7K
|
3.92K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-695- 15.91% |
$36.7K - $39.9K
|
3.67K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.37% |
$1.59K - $1.72K
|
8.16K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
90+ 1.17% |
$4.76K - $5.17K
|
7.82K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 3.05% |
$529 - $574
|
318
$18K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-199- 6.81% |
$10.5K - $11.4K
|
2.72K
$154K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.51K- 45.3% |
$291K - $316K
|
6.65K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.5KNew |
$817K - $888K
|
15.5K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
28.7KNew |
$1.52M - $1.65M
|
28.7K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-900- 1.73% |
$47.6K - $51.7K
|
51K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
18+ 0.33% |
$951 - $1.03K
|
5.5K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
386+ 1.05% |
$20.4K - $22.2K
|
37.2K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 4.11% |
$60.9K - $66.2K
|
29.2K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-7.85K- 27.12% |
$415K - $451K
|
21.1K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-904- 1.01% |
$47.8K - $51.9K
|
88.6K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
75.9KNew |
$4.01M - $4.36M
|
75.9K
$4.3M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-263- 1.78% |
$13.9K - $15.1K
|
14.5K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
402+ 3.46% |
$21.2K - $23.1K
|
12K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.27K- 1.69% |
$120K - $130K
|
132K
$7.49M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.22K- 3.74% |
$64.4K - $70K
|
31.4K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-679- 33.45% |
$35.9K - $39K
|
1.35K
$76.6K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
64New |
$3.38K - $3.68K
|
64
$3.63K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.7KNew |
$831K - $903K
|
15.7K
$891K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.33K- 1.84% |
$70.1K - $76.2K
|
70.8K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.93KNew |
$208K - $226K
|
3.93K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 23.81% |
$264 - $287
|
26
$1.47K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 4.63% |
$88K - $95.7K
|
37.7K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21KNew |
$223K - $242K
|
4.21K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
753+ 0.26% |
$39.8K - $43.2K
|
295K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-184- 6.41% |
$9.72K - $10.6K
|
2.69K
$152K
|