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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
515+ 4.21% |
$27.1K - $31.4K
|
12.7K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
400New |
$21.1K - $24.4K
|
400
$22.6K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.7K+ 7.92% |
$142K - $164K
|
36.8K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
19.1KNew |
$1M - $1.16M
|
19.1K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-89- 44.06% |
$4.68K - $5.42K
|
113
$6.39K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-565- 4.94% |
$29.7K - $34.4K
|
10.9K
$614K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 8.54% |
$178K - $206K
|
36.1K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.44K- 2.05% |
$128K - $149K
|
116K
$6.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-906- 0.5% |
$47.7K - $55.2K
|
182K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75K+ 11.59% |
$92.1K - $107K
|
16.9K
$953K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.44KNew |
$286K - $331K
|
5.44K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-191- 4.08% |
$10.1K - $11.6K
|
4.49K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.7K+ 19.48% |
$773K - $895K
|
90.1K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
824+ 1.68% |
$43.4K - $50.2K
|
49.9K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.61K+ 70.43% |
$243K - $281K
|
11.2K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-175- 5.88% |
$9.21K - $10.7K
|
2.8K
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.13K- 7.29% |
$165K - $191K
|
39.8K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-63- 57.8% |
$3.32K - $3.84K
|
46
$2.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-245- 13.22% |
$12.9K - $14.9K
|
1.61K
$90.9K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.63K- 4.61% |
$243K - $282K
|
95.8K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-250- 3.98% |
$13.2K - $15.2K
|
6.03K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
893+ 11.69% |
$47K - $54.4K
|
8.53K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.87K+ 18.86% |
$151K - $175K
|
18.1K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.46K- 18.81% |
$235K - $272K
|
19.2K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-629- 44.61% |
$33.1K - $38.3K
|
781
$44.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 1.18% |
$158 - $183
|
251
$14.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
319+ 3.26% |
$16.8K - $19.4K
|
10.1K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 50.0% |
$789 - $914
|
45
$2.54K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3KNew |
$1.07M - $1.24M
|
20.3K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-570- 20.76% |
$30K - $34.7K
|
2.18K
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 4.45% |
$74.8K - $86.6K
|
33.4K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-31.8K- 7.3% |
$1.68M - $1.94M
|
404K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-265- 8.49% |
$13.9K - $16.1K
|
2.86K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
116+ 0.63% |
$6.11K - $7.07K
|
18.6K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.88K- 19.15% |
$310K - $358K
|
24.8K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-693- 6.34% |
$36.5K - $42.2K
|
10.2K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
349+ 2.16% |
$18.4K - $21.3K
|
16.5K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 12.49% |
$10.5K - $12.2K
|
1.4K
$79.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.06K+ 7.02% |
$108K - $126K
|
31.4K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 4.32% |
$2.53K - $2.92K
|
1.06K
$60.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-80- 0.38% |
$4.21K - $4.87K
|
21K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.63K- 1.23% |
$349K - $404K
|
533K
$30.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30+ 1.04% |
$1.58K - $1.83K
|
2.92K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 6.38% |
$12.6K - $14.6K
|
4K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 1.22% |
$842 - $975
|
1.33K
$74.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-181- 0.38% |
$9.53K - $11K
|
47.6K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-16.2K- 1.28% |
$853K - $987K
|
1.24M
$70.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
54+ 0.47% |
$2.84K - $3.29K
|
11.6K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
42K+ 11.7% |
$2.21M - $2.56M
|
401K
$22.7M
|