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 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-80- 1.01% |
$4.23K - $4.59K
|
7.86K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 0.45% |
$6.29K - $6.83K
|
26.5K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
413+ 4.23% |
$21.8K - $23.7K
|
10.2K
$596K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
624+ 8.61% |
$33K - $35.8K
|
7.87K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-287- 1.85% |
$15.2K - $16.5K
|
15.2K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-206- 39.69% |
$10.9K - $11.8K
|
313
$18.3K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-255- 46.03% |
$13.5K - $14.6K
|
299
$17.5K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1K+ 138.11% |
$849K - $922K
|
27.7K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.11% |
$52.9 - $57.4
|
930
$54.4K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.67K- 10.44% |
$141K - $153K
|
22.9K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6K+ 208.69% |
$611K - $664K
|
17.1K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-295- 4.46% |
$15.6K - $16.9K
|
6.32K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
3.8K+ 32.45% |
$201K - $218K
|
15.5K
$907K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.22K+ 14.73% |
$64.6K - $70.2K
|
9.53K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.6K- 1.97% |
$613K - $666K
|
577K
$33.8M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-6.7K- 42.41% |
$354K - $385K
|
9.1K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.56K+ 4.11% |
$135K - $147K
|
64.8K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402New |
$21.2K - $23.1K
|
402
$23.5K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
53.7K+ 9.48% |
$2.84M - $3.09M
|
621K
$36.3M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
249+ 2.0% |
$13.2K - $14.3K
|
12.7K
$745K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58+ 1.56% |
$3.07K - $3.33K
|
3.78K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
98+ 1.67% |
$5.18K - $5.63K
|
5.96K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.96KNew |
$315K - $342K
|
5.96K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
45+ 0.92% |
$2.38K - $2.58K
|
4.95K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.76K+ 7.17% |
$93K - $101K
|
26.3K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
31.6KNew |
$1.67M - $1.81M
|
31.6K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$52.9 - $57.4
|
216
$12.6K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$26.4K - $28.7K
|
500
$29.3K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
149+ 1.28% |
$7.87K - $8.56K
|
11.8K
$688K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.6M- 5.17% |
$84.5M - $91.8M
|
29.4M
$1.72B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-195- 3.86% |
$10.3K - $11.2K
|
4.85K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
590+ 6.09% |
$31.2K - $33.9K
|
10.3K
$602K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-147- 2.76% |
$7.77K - $8.44K
|
5.18K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-176- 1.23% |
$9.3K - $10.1K
|
14.1K
$827K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.26K+ 30.81% |
$331K - $360K
|
26.6K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
235New |
$12.4K - $13.5K
|
235
$13.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42.4K- 14.95% |
$2.24M - $2.44M
|
241K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
929+ 141.62% |
$49.1K - $53.4K
|
1.59K
$92.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335+ 3.16% |
$17.7K - $19.2K
|
10.9K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
34+ 0.32% |
$1.8K - $1.95K
|
10.7K
$625K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
720+ 6.27% |
$38.1K - $41.3K
|
12.2K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.47K+ 130.35% |
$448K - $486K
|
15K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 5.82% |
$15.9K - $17.2K
|
4.86K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
40.1K+ 6.67% |
$2.12M - $2.3M
|
642K
$37.6M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
59+ 5.24% |
$3.12K - $3.39K
|
1.19K
$69.4K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5+ 62.5% |
$264 - $287
|
13
$761
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 2.52% |
$5.29K - $5.74K
|
3.87K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16.7K+ 23.38% |
$881K - $957K
|
88K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.13K+ 3.8% |
$59.8K - $65K
|
30.9K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.08% |
$264 - $287
|
6.6K
$386K
|