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 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-673- 15.09% |
$35.6K - $38.7K
|
3.79K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.3K+ 1.32% |
$546K - $593K
|
794K
$46.4M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-500- 3.47% |
$26.4K - $28.7K
|
13.9K
$813K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.76% |
$106 - $115
|
265
$15.5K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-224- 2.2% |
$11.8K - $12.9K
|
9.96K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.91K+ 22.76% |
$259K - $282K
|
26.5K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 0.2% |
$793 - $861
|
7.42K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.18% |
$2.64K - $2.87K
|
4.3K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
57.5K+ 153.98% |
$3.04M - $3.3M
|
94.8K
$5.55M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
247+ 1.79% |
$13.1K - $14.2K
|
14K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
160+ 1.15% |
$8.46K - $9.19K
|
14.1K
$823K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
601New |
$31.8K - $34.5K
|
601
$35.2K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
57.3K+ 944.55% |
$3.03M - $3.29M
|
63.4K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.57K- 19.0% |
$400K - $435K
|
32.3K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-27.6K- 9.16% |
$1.46M - $1.58M
|
273K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-20.6K- 62.27% |
$1.09M - $1.18M
|
12.5K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 6.23% |
$1.32K - $1.44K
|
426
$24.9K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-90- 1.78% |
$4.76K - $5.17K
|
4.95K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.84K+ 24.57% |
$256K - $278K
|
24.5K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.05% |
$1.59K - $1.72K
|
2.83K
$165K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
175+ 1.53% |
$9.25K - $10.1K
|
11.6K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
43.3K+ 14.24% |
$2.29M - $2.48M
|
347K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.02K+ 18.76% |
$107K - $116K
|
12.8K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-2.92K- 0.65% |
$154K - $168K
|
443K
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.83K+ 180.49% |
$520K - $565K
|
15.3K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
32.8K+ 102.26% |
$1.73M - $1.89M
|
64.9K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-266- 2.64% |
$14.1K - $15.3K
|
9.8K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-4.06M- 90.07% |
$214M - $233M
|
447K
$26.2M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
28.1KNew |
$1.48M - $1.61M
|
28.1K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-34- 0.8% |
$1.8K - $1.95K
|
4.22K
$247K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
11.8K+ 12.99% |
$621K - $675K
|
102K
$5.98M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.4K+ 3.71% |
$127K - $138K
|
67.2K
$3.93M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.8K+ 10.84% |
$996K - $1.08M
|
193K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-27.3K- 38.83% |
$1.44M - $1.57M
|
42.9K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$196K - $212K
|
3.7K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.74KNew |
$198K - $215K
|
3.74K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
20.8K+ 51.21% |
$1.1M - $1.2M
|
61.5K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.81K+ 5.25% |
$149K - $162K
|
56.4K
$3.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.36% |
$128K - $139K
|
47.5K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
586+ 3.26% |
$31K - $33.7K
|
18.5K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
604New |
$31.9K - $34.7K
|
604
$35.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
116+ 0.56% |
$6.13K - $6.66K
|
20.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-120K- 5.45% |
$6.32M - $6.86M
|
2.07M
$121M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-405- 4.73% |
$21.4K - $23.3K
|
8.15K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
434+ 126.16% |
$22.9K - $24.9K
|
778
$45.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.89K+ 5.33% |
$311K - $338K
|
116K
$6.81M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
103+ 0.86% |
$5.44K - $5.92K
|
12.1K
$711K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.59KNew |
$295K - $321K
|
5.59K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
23KNew |
$1.22M - $1.32M
|
23K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10K+ 22.81% |
$529K - $575K
|
53.9K
$3.15M
|