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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 10.46% |
$2.5M - $2.72M
|
500K
$29.3M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
177K+ 7.7% |
$9.35M - $10.2M
|
2.47M
$145M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$25K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9New |
$476 - $517
|
9
$529
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$25K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
451+ 11.93% |
$23.8K - $25.9K
|
4.23K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-684K- 18.58% |
$36.1M - $39.3M
|
3M
$176M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.4K- 2.22% |
$1.29M - $1.4M
|
1.07M
$63M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-1.5K- 29.41% |
$79.3K - $86.1K
|
3.6K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-229K- 16.05% |
$12.1M - $13.2M
|
1.2M
$70.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 1.85% |
$581K - $632K
|
605K
$35.5M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.04K+ 54.4% |
$319K - $347K
|
17.1K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 1.69% |
$5.29K - $5.74K
|
5.8K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3- 0.03% |
$159 - $172
|
10.2K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2K+ 5.48% |
$105K - $115K
|
38.4K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-209- 2.67% |
$11K - $12K
|
7.62K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-240- 3.53% |
$12.7K - $13.8K
|
6.56K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.55K+ 455.0% |
$81.8K - $88.8K
|
1.89K
$111K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
15+ 0.28% |
$793 - $861
|
5.36K
$315K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.9K+ 8.52% |
$206K - $224K
|
49.7K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
377+ 70.07% |
$19.9K - $21.7K
|
915
$53.8K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
140New |
$7.4K - $8.04K
|
140
$8.23K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-206K- 9.39% |
$10.9M - $11.8M
|
1.99M
$117M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
911+ 7.24% |
$48.1K - $52.3K
|
13.5K
$793K
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$370K - $402K
|
7K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-106- 18.83% |
$5.6K - $6.09K
|
457
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
705+ 11.45% |
$37.3K - $40.5K
|
6.86K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
143New |
$7.56K - $8.21K
|
143
$8.4K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 3.58% |
$5.29K - $5.74K
|
2.69K
$158K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-900- 19.99% |
$47.6K - $51.7K
|
3.6K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.91K+ 55.52% |
$471K - $512K
|
25K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
76.5KNew |
$4.04M - $4.39M
|
76.5K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-712- 92.71% |
$37.6K - $40.9K
|
56
$3.29K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.23K- 8.19% |
$223K - $243K
|
47.4K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
209+ 40.19% |
$11K - $12K
|
729
$42.8K
|
|
|
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
$256K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-201- 2.32% |
$10.6K - $11.5K
|
8.47K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.65K- 3.23% |
$298K - $324K
|
169K
$9.93M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
31.9K+ 39.03% |
$1.69M - $1.83M
|
114K
$6.69M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-354- 2.64% |
$18.7K - $20.3K
|
13K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 7.3% |
$12K - $13.1K
|
3.35K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$5.29K - $5.74K
|
100
$5.88K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500+ 166.67% |
$26.4K - $28.7K
|
800
$47K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-343- 2.21% |
$18.1K - $19.7K
|
15.2K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.57M+ 1.75% |
$82.7M - $89.9M
|
91.1M
$5.35B
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.87K+ 40.86% |
$98.8K - $107K
|
6.44K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-36K- 95.49% |
$1.9M - $2.07M
|
1.7K
$99.9K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 12.42% |
$4.12K - $4.48K
|
550
$32.3K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
68.7K+ 1.29% |
$3.63M - $3.95M
|
5.38M
$316M
|