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 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-238- 17.23% |
$11.8K - $13.8K
|
1.14K
$69.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
68+ 0.66% |
$3.38K - $3.94K
|
10.4K
$634K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.44% |
$9.93K - $11.6K
|
45K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.07K+ 50.68% |
$103K - $120K
|
6.17K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$149 - $174
|
3
$183
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.9K+ 10.82% |
$94.4K - $110K
|
19.5K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$497 - $580
|
10
$611
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
26+ 2.6% |
$1.29K - $1.51K
|
1.03K
$62.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.74KNew |
$186K - $217K
|
3.74K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.3K+ 5.88% |
$114K - $134K
|
41.5K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
5.91KNew |
$293K - $343K
|
5.91K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-190- 4.79% |
$9.44K - $11K
|
3.78K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
9.59K+ 22.02% |
$476K - $556K
|
53.2K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-710- 14.8% |
$35.3K - $41.2K
|
4.09K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-255- 1.12% |
$12.7K - $14.8K
|
22.4K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-129- 0.15% |
$6.41K - $7.48K
|
88.5K
$5.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-22.7K- 85.5% |
$1.13M - $1.32M
|
3.86K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.12% |
$248 - $290
|
4.23K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.8K- 2.52% |
$89.4K - $104K
|
69.6K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 114.29% |
$397 - $464
|
15
$916
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.2K+ 22.89% |
$59.6K - $69.6K
|
6.44K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 6.52% |
$49.8K - $58.2K
|
16.4K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 55.56% |
$497 - $580
|
28
$1.71K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24+ 0.46% |
$1.19K - $1.39K
|
5.27K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
246+ 6.55% |
$12.2K - $14.3K
|
4K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-125- 0.8% |
$6.21K - $7.25K
|
15.6K
$952K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 5.51% |
$3.87K - $4.52K
|
1.49K
$91.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7.43KNew |
$369K - $431K
|
7.43K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.54K- 9.96% |
$76.5K - $89.3K
|
13.9K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.94K- 4.72% |
$96.3K - $112K
|
39.1K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
14+ 0.23% |
$695 - $812
|
6K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-700- 3.32% |
$34.8K - $40.6K
|
20.4K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$4.97K - $5.8K
|
100
$6.11K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 0.23% |
$1.24K - $1.45K
|
10.9K
$668K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.15K- 1.5% |
$305K - $357K
|
403K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
56+ 0.52% |
$2.78K - $3.25K
|
10.9K
$666K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.54K+ 29.43% |
$225K - $263K
|
20K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
169+ 1.04% |
$8.39K - $9.8K
|
16.4K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.66K- 24.99% |
$281K - $328K
|
17K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-800- 0.41% |
$39.7K - $46.4K
|
193K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
513+ 5.37% |
$25.5K - $29.8K
|
10.1K
$614K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
656+ 13.04% |
$32.6K - $38K
|
5.69K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-94.2K- 43.53% |
$4.68M - $5.46M
|
122K
$7.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.57KNew |
$326K - $381K
|
6.57K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-268- 10.85% |
$13.3K - $15.5K
|
2.2K
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.42K- 57.84% |
$70.3K - $82.1K
|
1.03K
$63K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.34K+ 20.88% |
$166K - $194K
|
19.3K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 0.68% |
$894 - $1.04K
|
2.68K
$164K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-219- 2.07% |
$10.9K - $12.7K
|
10.3K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
20.2K+ 31.43% |
$1M - $1.17M
|
84.5K
$5.16M
|