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 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
31.6KNew |
$1.67M - $1.81M
|
31.6K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$52.9 - $57.4
|
216
$12.2K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$26.4K - $28.7K
|
500
$28.3K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
149+ 1.28% |
$7.87K - $8.56K
|
11.8K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.6M- 5.17% |
$84.5M - $91.8M
|
29.4M
$1.66B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-195- 3.86% |
$10.3K - $11.2K
|
4.85K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
590+ 6.09% |
$31.2K - $33.9K
|
10.3K
$583K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-147- 2.76% |
$7.77K - $8.44K
|
5.18K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-176- 1.23% |
$9.3K - $10.1K
|
14.1K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.26K+ 30.81% |
$331K - $360K
|
26.6K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
235New |
$12.4K - $13.5K
|
235
$13.3K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42.4K- 14.95% |
$2.24M - $2.44M
|
241K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
929+ 141.62% |
$49.1K - $53.4K
|
1.59K
$89.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335+ 3.16% |
$17.7K - $19.2K
|
10.9K
$620K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
34+ 0.32% |
$1.8K - $1.95K
|
10.7K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
720+ 6.27% |
$38.1K - $41.3K
|
12.2K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.47K+ 130.35% |
$448K - $486K
|
15K
$848K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 5.82% |
$15.9K - $17.2K
|
4.86K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
40.1K+ 6.67% |
$2.12M - $2.3M
|
642K
$36.4M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
59+ 5.24% |
$3.12K - $3.39K
|
1.19K
$67.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5+ 62.5% |
$264 - $287
|
13
$737
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 2.52% |
$5.29K - $5.74K
|
3.87K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16.7K+ 23.38% |
$881K - $957K
|
88K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.13K+ 3.8% |
$59.8K - $65K
|
30.9K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.03K- 14.11% |
$54.3K - $59K
|
6.25K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.08% |
$264 - $287
|
6.6K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
208+ 4.64% |
$11K - $11.9K
|
4.69K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-27- 0.12% |
$1.43K - $1.55K
|
21.7K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
3+ 0.02% |
$159 - $172
|
13.1K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.22K+ 97.34% |
$382K - $415K
|
14.6K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.31K- 4.79% |
$69.4K - $75.4K
|
26.1K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.25% |
$529 - $574
|
3.95K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.25KNew |
$330K - $359K
|
6.25K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.82K+ 5.29% |
$202K - $219K
|
76K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
65+ 0.53% |
$3.44K - $3.73K
|
12.3K
$695K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-612- 30.71% |
$32.3K - $35.1K
|
1.38K
$78.3K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
842K+ 67.63% |
$44.5M - $48.4M
|
2.09M
$118M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72New |
$3.81K - $4.13K
|
72
$4.08K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15+ 5.19% |
$793 - $861
|
304
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-305- 5.17% |
$16.1K - $17.5K
|
5.6K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 75.84% |
$176K - $191K
|
7.7K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.12K+ 8.47% |
$59.2K - $64.3K
|
14.3K
$813K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-67- 97.1% |
$3.54K - $3.85K
|
2
$113
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
30.6K+ 3.09% |
$1.62M - $1.76M
|
1.02M
$57.9M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.94K- 2.93% |
$156K - $169K
|
97.7K
$5.54M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-429- 1.2% |
$22.7K - $24.6K
|
35.3K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
6.7K+ 2.79% |
$354K - $385K
|
247K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 6.25% |
$60.6K - $65.8K
|
19.5K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-207- 43.58% |
$10.9K - $11.9K
|
268
$15.2K
|