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 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
143New |
$7.56K - $8.21K
|
143
$8.37K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 3.58% |
$5.29K - $5.74K
|
2.69K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-900- 19.99% |
$47.6K - $51.7K
|
3.6K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.91K+ 55.52% |
$471K - $512K
|
25K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
76.5KNew |
$4.04M - $4.39M
|
76.5K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
361New |
$19.1K - $20.7K
|
361
$21.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-712- 92.71% |
$37.6K - $40.9K
|
56
$3.28K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.23K- 8.19% |
$223K - $243K
|
47.4K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
209+ 40.19% |
$11K - $12K
|
729
$42.7K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-405- 0.16% |
$21.4K - $23.3K
|
254K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.48K- 25.35% |
$78.1K - $84.8K
|
4.35K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-201- 2.32% |
$10.6K - $11.5K
|
8.47K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.65K- 3.23% |
$298K - $324K
|
169K
$9.89M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
31.9K+ 39.03% |
$1.69M - $1.83M
|
114K
$6.66M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-354- 2.64% |
$18.7K - $20.3K
|
13K
$762K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 7.3% |
$12K - $13.1K
|
3.35K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$5.29K - $5.74K
|
100
$5.85K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500+ 166.67% |
$26.4K - $28.7K
|
800
$46.8K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-343- 2.21% |
$18.1K - $19.7K
|
15.2K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.57M+ 1.75% |
$82.7M - $89.9M
|
91.1M
$5.33B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
73+ 13.62% |
$3.86K - $4.19K
|
609
$35.6K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
10+ 0.5% |
$529 - $574
|
2K
$117K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.87K+ 40.86% |
$98.8K - $107K
|
6.44K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-36K- 95.49% |
$1.9M - $2.07M
|
1.7K
$99.5K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 12.42% |
$4.12K - $4.48K
|
550
$32.2K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
68.7K+ 1.29% |
$3.63M - $3.95M
|
5.38M
$315M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.64K- 28.83% |
$86.7K - $94.2K
|
4.05K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7+ 0.17% |
$370 - $402
|
4.22K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-11.5K- 16.94% |
$607K - $659K
|
56.3K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31.3KNew |
$1.65M - $1.79M
|
31.3K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.49K+ 262.51% |
$237K - $258K
|
6.2K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
30.2KNew |
$1.59M - $1.73M
|
30.2K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.82K- 12.34% |
$255K - $277K
|
34.3K
$2M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.33K- 21.73% |
$176K - $191K
|
12K
$703K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
600+ 6.74% |
$31.7K - $34.5K
|
9.5K
$556K
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
151KNew |
$7.99M - $8.68M
|
151K
$8.84M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 2.81% |
$4.81K - $5.23K
|
3.33K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5K+ 415.03% |
$1.08M - $1.18M
|
25.4K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
142+ 3.16% |
$7.5K - $8.16K
|
4.63K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
31.8K+ 249.91% |
$1.68M - $1.83M
|
44.6K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-212- 1.43% |
$11.2K - $12.2K
|
14.7K
$857K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.98K- 28.55% |
$104K - $113K
|
4.95K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-12.3K- 27.08% |
$649K - $706K
|
33.1K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
4.92K+ 3.87% |
$260K - $283K
|
132K
$7.74M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
455+ 4.81% |
$24K - $26.1K
|
9.91K
$580K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.19% |
$11.4K - $12.3K
|
112K
$6.56M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
3+ 0.03% |
$159 - $172
|
10.7K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-59- 1.18% |
$3.12K - $3.39K
|
4.93K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.3K+ 11.11% |
$175K - $190K
|
33K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
7.75KNew |
$410K - $445K
|
7.75K
$454K
|