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 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.69K- 11.87% |
$83.9K - $98K
|
12.6K
$767K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.61K+ 6.25% |
$278K - $325K
|
95.4K
$5.83M
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2K+ 179.42% |
$99.2K - $116K
|
3.11K
$190K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
550+ 2.08% |
$27.3K - $31.9K
|
27K
$1.65M
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
97+ 37.89% |
$4.82K - $5.63K
|
353
$21.6K
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-100- 1.15% |
$4.97K - $5.8K
|
8.6K
$525K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-232- 21.56% |
$11.5K - $13.5K
|
844
$51.6K
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 0.11% |
$49.7 - $58
|
899
$54.9K
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20New |
$993 - $1.16K
|
20
$1.22K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-37- 0.3% |
$1.84K - $2.15K
|
12.1K
$740K
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.82K+ 8.0% |
$90.2K - $105K
|
24.5K
$1.5M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-64- 0.39% |
$3.18K - $3.71K
|
16.3K
$993K
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17.4K+ 22.74% |
$865K - $1.01M
|
94K
$5.74M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.43K- 4.91% |
$71.2K - $83.1K
|
27.8K
$1.7M
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13.8KNew |
$686K - $802K
|
13.8K
$844K
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-4.84K- 45.44% |
$241K - $281K
|
5.82K
$355K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.83K- 46.1% |
$389K - $454K
|
9.15K
$559K
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 5.43% |
$51.5K - $60.2K
|
18.1K
$1.1M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 7.04% |
$88.8K - $104K
|
27.2K
$1.66M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.59K- 28.14% |
$327K - $382K
|
16.8K
$1.03M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433+ 6.18% |
$21.5K - $25.1K
|
7.44K
$455K
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.48K+ 1.38% |
$123K - $144K
|
183K
$11.2M
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
377+ 0.94% |
$18.7K - $21.9K
|
40.6K
$2.48M
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
20.8K+ 3.34% |
$1.03M - $1.21M
|
643K
$39.3M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
20.2K+ 97.45% |
$1.01M - $1.17M
|
41K
$2.51M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-8.41K- 5.12% |
$418K - $488K
|
156K
$9.51M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 5.06% |
$23K - $26.9K
|
8.69K
$531K
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.06% |
$248 - $290
|
8.78K
$536K
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.38K- 28.25% |
$218K - $254K
|
11.1K
$680K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23K+ 48.4% |
$1.14M - $1.33M
|
70.5K
$4.31M
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.26K+ 0.76% |
$62.8K - $73.3K
|
167K
$10.2M
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.43% |
$4.97K - $5.8K
|
6.9K
$422K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.0% |
$99.3 - $116
|
64.9K
$3.97M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.04K+ 16.56% |
$51.7K - $60.4K
|
7.33K
$448K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.29K- 23.34% |
$114K - $133K
|
7.51K
$459K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
353+ 490.28% |
$17.5K - $20.5K
|
425
$26K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.31% |
$844 - $986
|
5.51K
$337K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 79.34% |
$8.39K - $9.8K
|
382
$23.3K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.09K- 30.99% |
$104K - $121K
|
4.66K
$285K
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.27K- 30.12% |
$163K - $190K
|
7.6K
$464K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.26K- 26.67% |
$162K - $189K
|
8.97K
$548K
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-180- 1.32% |
$8.94K - $10.4K
|
13.4K
$819K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
231+ 4.1% |
$11.5K - $13.4K
|
5.87K
$358K
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1K+ 435.65% |
$49.8K - $58.1K
|
1.23K
$75.3K
|
|
Aug 04, 2025
Q2 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
1.45K+ 239.57% |
$71.9K - $83.9K
|
2.05K
$125K
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
270+ 5.61% |
$13.4K - $15.7K
|
5.08K
$311K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 14.66% |
$68.4K - $79.9K
|
8.02K
$490K
|
|
Aug 01, 2025
Q2 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
37.7K+ 16.32% |
$1.87M - $2.19M
|
269K
$16.4M
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-12.4K- 7.69% |
$618K - $722K
|
149K
$9.12M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.91KNew |
$294K - $343K
|
5.91K
$361K
|