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 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.46K+ 2.71% |
$130K - $141K
|
93.1K
$5.28M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 33.33% |
$793 - $861
|
30
$1.7K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 48.28% |
$185K - $201K
|
10.8K
$609K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
100+ 2.4% |
$5.29K - $5.74K
|
4.28K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 0.36% |
$84.2K - $91.5K
|
440K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
300+ 7.06% |
$15.9K - $17.2K
|
4.55K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 0.27% |
$1.16K - $1.26K
|
8.26K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
368+ 4.67% |
$19.4K - $21.1K
|
8.26K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
247+ 1.69% |
$13.1K - $14.2K
|
14.9K
$843K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-147- 0.76% |
$7.77K - $8.44K
|
19.1K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-729- 1.61% |
$38.5K - $41.9K
|
44.4K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
5.66KNew |
$299K - $325K
|
5.66K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 0.18% |
$370 - $402
|
3.85K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.45K- 2.57% |
$76.6K - $83.2K
|
54.9K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-174- 1.05% |
$9.2K - $9.99K
|
16.4K
$930K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
772+ 1.75% |
$40.8K - $44.3K
|
45K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-272- 1.13% |
$14.4K - $15.6K
|
23.8K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.39K+ 22.26% |
$285K - $309K
|
29.6K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-58- 0.75% |
$3.07K - $3.33K
|
7.63K
$433K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
166+ 3.06% |
$8.77K - $9.53K
|
5.59K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.11K- 3.91% |
$323K - $351K
|
150K
$8.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-711- 6.3% |
$37.6K - $40.8K
|
10.6K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.11% |
$634 - $689
|
10.9K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.03K- 8.38% |
$160K - $174K
|
33.1K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-242- 1.89% |
$12.8K - $13.9K
|
12.6K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-28.9K- 19.82% |
$1.53M - $1.66M
|
117K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
$310K - $336K
|
5.86K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.89K- 24.13% |
$206K - $223K
|
12.2K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-422- 1.81% |
$22.3K - $24.2K
|
22.8K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
62+ 0.4% |
$3.28K - $3.56K
|
15.5K
$877K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-685- 4.15% |
$36.2K - $39.3K
|
15.8K
$896K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
59.7K+ 40.02% |
$3.16M - $3.43M
|
209K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.21K- 6.67% |
$223K - $242K
|
58.9K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36+ 15.45% |
$1.9K - $2.07K
|
269
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$317 - $345
|
6
$340
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.75% |
$37K - $40.2K
|
39.3K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.41% |
$2.11K - $2.3K
|
9.8K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39+ 0.52% |
$2.06K - $2.24K
|
7.61K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.64KNew |
$86.7K - $94.2K
|
1.64K
$93K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
309+ 1.46% |
$16.3K - $17.7K
|
21.5K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-116- 6.19% |
$6.13K - $6.66K
|
1.76K
$99.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.44K- 1.44% |
$340K - $370K
|
442K
$25M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.51% |
$5.29K - $5.74K
|
19.5K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60.7K- 24.74% |
$3.21M - $3.49M
|
185K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.41KNew |
$339K - $368K
|
6.41K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$195K - $212K
|
3.69K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.04% |
$5.29K - $5.74K
|
243K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.14K+ 12.58% |
$113K - $123K
|
19.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.26K+ 1.89% |
$119K - $130K
|
122K
$6.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
519+ 5.68% |
$27.4K - $29.8K
|
9.66K
$548K
|