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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-260- 1.44% |
$12.9K - $15.1K
|
17.8K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-6.55K- 33.87% |
$325K - $380K
|
12.8K
$781K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.39K- 11.3% |
$268K - $313K
|
42.3K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-118- 1.15% |
$5.86K - $6.84K
|
10.2K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.07% |
$397 - $464
|
10.9K
$669K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-715- 5.69% |
$35.5K - $41.5K
|
11.8K
$723K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
148+ 1.85% |
$7.35K - $8.58K
|
8.16K
$498K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51New |
$2.53K - $2.96K
|
51
$3.12K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
534+ 3.56% |
$26.5K - $31K
|
15.5K
$950K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-4.19K- 31.9% |
$208K - $243K
|
8.95K
$547K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
259+ 0.46% |
$12.9K - $15K
|
56.9K
$3.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 4.04% |
$422K - $493K
|
219K
$13.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 6.83% |
$51.4K - $60.1K
|
14.1K
$864K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.32% |
$497 - $580
|
3.16K
$193K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-461- 6.25% |
$22.9K - $26.7K
|
6.92K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
208+ 1.69% |
$10.3K - $12.1K
|
12.5K
$766K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.12K+ 28.28% |
$55.5K - $64.8K
|
5.07K
$310K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
221+ 1.81% |
$11K - $12.8K
|
12.4K
$759K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.9K+ 67.69% |
$642K - $750K
|
32K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
300+ 7.92% |
$14.9K - $17.4K
|
4.09K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 13.35% |
$52.9K - $61.8K
|
9.05K
$553K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
933+ 11.79% |
$46.3K - $54.1K
|
8.84K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.17K- 8.39% |
$256K - $300K
|
56.4K
$3.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.51K- 42.61% |
$323K - $378K
|
8.77K
$536K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
262New |
$13K - $15.2K
|
262
$16K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10- 0.2% |
$497 - $580
|
5K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
22+ 15.07% |
$1.09K - $1.28K
|
168
$10.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-292- 5.63% |
$14.5K - $16.9K
|
4.89K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-853- 7.86% |
$42.4K - $49.5K
|
10K
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 5.36% |
$88.1K - $103K
|
31.3K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-12.5K- 42.19% |
$622K - $727K
|
17.2K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.24K+ 4.54% |
$161K - $188K
|
74.7K
$4.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-386- 1.01% |
$19.2K - $22.4K
|
37.8K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.81K+ 2.9% |
$289K - $337K
|
206K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.67K+ 2.18% |
$480K - $561K
|
454K
$27.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 5.1% |
$49.7K - $58K
|
20.6K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.29% |
$844 - $986
|
5.79K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-35- 0.85% |
$1.74K - $2.03K
|
4.07K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
184+ 2.42% |
$9.14K - $10.7K
|
7.8K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
217+ 2.93% |
$10.8K - $12.6K
|
7.61K
$465K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.93K+ 2.25% |
$95.8K - $112K
|
87.6K
$5.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
66+ 5.56% |
$3.28K - $3.83K
|
1.25K
$76.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$1.14K - $1.33K
|
1.9K
$116K
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-578- 0.82% |
$28.7K - $33.5K
|
70.3K
$4.29M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-12.6K- 48.63% |
$624K - $729K
|
13.3K
$811K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
387+ 5.32% |
$19.2K - $22.4K
|
7.66K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
391New |
$19.4K - $22.7K
|
391
$23.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
111+ 0.11% |
$5.51K - $6.44K
|
97.8K
$5.97M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 7.31% |
$292K - $341K
|
86.3K
$5.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-200- 4.12% |
$9.93K - $11.6K
|
4.66K
$284K
|