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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-223K- 39.35% |
$11.1M - $12.9M
|
344K
$21M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-575- 5.16% |
$28.6K - $33.4K
|
10.6K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
236+ 3.21% |
$11.7K - $13.7K
|
7.6K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
120+ 1.47% |
$5.96K - $6.96K
|
8.28K
$506K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.26K+ 3.71% |
$112K - $131K
|
63.1K
$3.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-360- 5.65% |
$17.9K - $20.9K
|
6.02K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14New |
$695 - $812
|
14
$855
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-225- 39.13% |
$11.2K - $13.1K
|
350
$21.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21- 0.07% |
$1.04K - $1.22K
|
28.6K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
959+ 0.83% |
$47.6K - $55.6K
|
116K
$7.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.81K+ 39.68% |
$288K - $337K
|
20.4K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.48K+ 36.61% |
$272K - $318K
|
20.4K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.67KNew |
$182K - $213K
|
3.67K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.5K+ 2.08% |
$74.5K - $87K
|
73.6K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.42K+ 24.38% |
$120K - $140K
|
12.3K
$753K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-323- 6.89% |
$16K - $18.7K
|
4.37K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.1K- 67.75% |
$1.59M - $1.86M
|
15.3K
$933K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.12K- 10.32% |
$55.8K - $65.1K
|
9.76K
$596K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19+ 0.11% |
$944 - $1.1K
|
17.2K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
184+ 2.44% |
$9.14K - $10.7K
|
7.72K
$472K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
200+ 2.99% |
$9.93K - $11.6K
|
6.9K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.89K+ 5.73% |
$93.8K - $110K
|
34.8K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.4KNew |
$664K - $775K
|
13.4K
$817K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
7.96K+ 100.0% |
$395K - $462K
|
15.9K
$972K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
33New |
$1.64K - $1.91K
|
33
$2.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.6% |
$199 - $232
|
666
$40.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-401- 2.34% |
$19.9K - $23.3K
|
16.7K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.27K+ 3.59% |
$63.1K - $73.7K
|
36.6K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-11- 0.03% |
$546 - $638
|
31.6K
$1.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-61- 16.9% |
$3.03K - $3.54K
|
300
$18.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.84K+ 14.77% |
$141K - $165K
|
22.1K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
37K+ 9.04% |
$1.84M - $2.15M
|
447K
$27.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.58% |
$1.24K - $1.45K
|
4.27K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
213New |
$10.6K - $12.4K
|
213
$13K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-233- 4.9% |
$11.6K - $13.5K
|
4.53K
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-324- 0.97% |
$16.1K - $18.8K
|
33K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$199 - $232
|
4
$244
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-557- 67.68% |
$27.7K - $32.3K
|
266
$16.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
151+ 4.04% |
$7.5K - $8.76K
|
3.89K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.02K- 4.75% |
$50.5K - $59K
|
20.4K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.55K- 6.33% |
$127K - $148K
|
37.7K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-33- 1.65% |
$1.64K - $1.91K
|
1.97K
$120K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
37+ 6.08% |
$1.84K - $2.15K
|
646
$39.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-25- 0.25% |
$1.24K - $1.45K
|
9.82K
$600K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 4.55% |
$66.9K - $78.1K
|
30.9K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 2.72% |
$53.7K - $62.7K
|
38.7K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 13.02% |
$98.1K - $115K
|
17.1K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.26K+ 0.33% |
$62.6K - $73.1K
|
383K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.13K+ 66.49% |
$155K - $181K
|
7.83K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-238- 17.23% |
$11.8K - $13.8K
|
1.14K
$69.8K
|