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 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-680- 6.72% |
$35.9K - $39.1K
|
9.43K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.39K+ 12.81% |
$73.4K - $79.7K
|
12.2K
$715K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
103K+ 8.89% |
$5.44M - $5.91M
|
1.26M
$73.7M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-309- 7.31% |
$16.3K - $17.7K
|
3.92K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-695- 15.91% |
$36.7K - $39.9K
|
3.67K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.37% |
$1.59K - $1.72K
|
8.16K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 3.05% |
$529 - $574
|
318
$18.6K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-199- 6.81% |
$10.5K - $11.4K
|
2.72K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.51K- 45.3% |
$291K - $316K
|
6.65K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.5KNew |
$817K - $888K
|
15.5K
$904K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
28.7KNew |
$1.52M - $1.65M
|
28.7K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
18+ 0.33% |
$951 - $1.03K
|
5.5K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
386+ 1.05% |
$20.4K - $22.2K
|
37.2K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 4.11% |
$60.9K - $66.2K
|
29.2K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-7.85K- 27.12% |
$415K - $451K
|
21.1K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-904- 1.01% |
$47.8K - $51.9K
|
88.6K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
75.9KNew |
$4.01M - $4.36M
|
75.9K
$4.44M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-263- 1.78% |
$13.9K - $15.1K
|
14.5K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
402+ 3.46% |
$21.2K - $23.1K
|
12K
$703K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.27K- 1.69% |
$120K - $130K
|
132K
$7.73M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.22K- 3.74% |
$64.4K - $70K
|
31.4K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-679- 33.45% |
$35.9K - $39K
|
1.35K
$79K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
64New |
$3.38K - $3.68K
|
64
$3.74K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.7KNew |
$831K - $903K
|
15.7K
$920K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.33K- 1.84% |
$70.1K - $76.2K
|
70.8K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.93KNew |
$208K - $226K
|
3.93K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 23.81% |
$264 - $287
|
26
$1.52K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21KNew |
$223K - $242K
|
4.21K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
753+ 0.26% |
$39.8K - $43.2K
|
295K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-184- 6.41% |
$9.72K - $10.6K
|
2.69K
$157K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
600+ 8.94% |
$31.7K - $34.5K
|
7.31K
$428K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
297+ 4.2% |
$15.7K - $17.1K
|
7.38K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.37K+ 4.36% |
$389K - $423K
|
176K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1+ 1.0% |
$52.9 - $57.4
|
101
$5.91K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
625+ 2.2% |
$33K - $35.9K
|
29.1K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.8K+ 40.0% |
$201K - $218K
|
13.3K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 8.69% |
$54K - $58.7K
|
10.7K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.74KNew |
$197K - $215K
|
3.74K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-501- 1.05% |
$26.5K - $28.8K
|
47.1K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 20.0% |
$8.36M - $9.09M
|
950K
$55.6M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-64- 1.4% |
$3.38K - $3.68K
|
4.51K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
2.45K+ 5.07% |
$129K - $140K
|
50.7K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-93.8K- 16.11% |
$4.96M - $5.39M
|
488K
$28.6M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.8KNew |
$570K - $620K
|
10.8K
$631K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-7.1K- 51.6% |
$375K - $408K
|
6.66K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.26K- 8.14% |
$66.7K - $72.5K
|
14.2K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.92KNew |
$207K - $225K
|
3.92K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
665+ 5.66% |
$35.1K - $38.2K
|
12.4K
$726K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.71K- 98.22% |
$90.2K - $98K
|
31
$1.81K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
8.02K+ 10.76% |
$424K - $461K
|
82.6K
$4.83M
|