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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-266- 2.64% |
$14.1K - $15.3K
|
9.8K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-4.06M- 90.07% |
$214M - $233M
|
447K
$25.3M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
28.1KNew |
$1.48M - $1.61M
|
28.1K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-34- 0.8% |
$1.8K - $1.95K
|
4.22K
$239K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
11.8K+ 12.99% |
$621K - $675K
|
102K
$5.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.4K+ 3.71% |
$127K - $138K
|
67.2K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.8K+ 10.84% |
$996K - $1.08M
|
193K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-27.3K- 38.83% |
$1.44M - $1.57M
|
42.9K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$196K - $212K
|
3.7K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.74KNew |
$198K - $215K
|
3.74K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
20.8K+ 51.21% |
$1.1M - $1.2M
|
61.5K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.81K+ 5.25% |
$149K - $162K
|
56.4K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.36% |
$128K - $139K
|
47.5K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
586+ 3.26% |
$31K - $33.7K
|
18.5K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
604New |
$31.9K - $34.7K
|
604
$34.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
116+ 0.56% |
$6.13K - $6.66K
|
20.8K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-120K- 5.45% |
$6.32M - $6.86M
|
2.07M
$118M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-405- 4.73% |
$21.4K - $23.3K
|
8.15K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
434+ 126.16% |
$22.9K - $24.9K
|
778
$44.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.89K+ 5.33% |
$311K - $338K
|
116K
$6.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
103+ 0.86% |
$5.44K - $5.92K
|
12.1K
$689K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.59KNew |
$295K - $321K
|
5.59K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
23KNew |
$1.22M - $1.32M
|
23K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10K+ 22.81% |
$529K - $575K
|
53.9K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-80- 1.01% |
$4.23K - $4.59K
|
7.86K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 0.45% |
$6.29K - $6.83K
|
26.5K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
413+ 4.23% |
$21.8K - $23.7K
|
10.2K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
624+ 8.61% |
$33K - $35.8K
|
7.87K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-287- 1.85% |
$15.2K - $16.5K
|
15.2K
$863K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-206- 39.69% |
$10.9K - $11.8K
|
313
$17.7K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-255- 46.03% |
$13.5K - $14.6K
|
299
$17K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1K+ 138.11% |
$849K - $922K
|
27.7K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.11% |
$52.9 - $57.4
|
930
$52.7K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.67K- 10.44% |
$141K - $153K
|
22.9K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6K+ 208.69% |
$611K - $664K
|
17.1K
$970K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-295- 4.46% |
$15.6K - $16.9K
|
6.32K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
3.8K+ 32.45% |
$201K - $218K
|
15.5K
$879K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.22K+ 14.73% |
$64.6K - $70.2K
|
9.53K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
29+ 0.18% |
$1.53K - $1.67K
|
16K
$906K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.6K- 1.97% |
$613K - $666K
|
577K
$32.7M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-6.7K- 42.41% |
$354K - $385K
|
9.1K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.56K+ 4.11% |
$135K - $147K
|
64.8K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402New |
$21.2K - $23.1K
|
402
$22.8K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
53.7K+ 9.48% |
$2.84M - $3.09M
|
621K
$35.2M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
249+ 2.0% |
$13.2K - $14.3K
|
12.7K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58+ 1.56% |
$3.07K - $3.33K
|
3.78K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
98+ 1.67% |
$5.18K - $5.63K
|
5.96K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.96KNew |
$315K - $342K
|
5.96K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
45+ 0.92% |
$2.38K - $2.58K
|
4.95K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.76K+ 7.17% |
$93K - $101K
|
26.3K
$1.49M
|