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 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.28K+ 25.38% |
$113K - $132K
|
11.2K
$687K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
332+ 1.18% |
$16.5K - $19.3K
|
28.5K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-561- 12.86% |
$27.9K - $32.5K
|
3.8K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.36K+ 4.02% |
$67.7K - $79.1K
|
35.3K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-806- 4.11% |
$40K - $46.7K
|
18.8K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-250- 5.75% |
$12.4K - $14.5K
|
4.1K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 34.52% |
$132K - $155K
|
5.06K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-276- 4.35% |
$13.7K - $16K
|
6.07K
$371K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-681- 12.07% |
$33.8K - $39.5K
|
4.96K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
907+ 9.96% |
$45K - $52.6K
|
10K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
331New |
$16.4K - $19.2K
|
331
$20.2K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-604- 12.1% |
$30K - $35K
|
4.39K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.8K- 6.31% |
$1.13M - $1.32M
|
338K
$20.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.97K+ 120.34% |
$247K - $288K
|
9.1K
$556K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-46- 0.69% |
$2.28K - $2.67K
|
6.64K
$406K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.46K- 13.52% |
$122K - $143K
|
15.7K
$962K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-13.2K- 26.38% |
$654K - $764K
|
36.7K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$49.7 - $58
|
2.43K
$149K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.93% |
$7.45K - $8.7K
|
16K
$978K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-995- 18.65% |
$49.4K - $57.7K
|
4.34K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 1933.33% |
$5.76K - $6.73K
|
122
$7.45K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.9% |
$497 - $580
|
1.12K
$68.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.61KNew |
$79.9K - $93.3K
|
1.61K
$98.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 58.76% |
$131K - $153K
|
7.11K
$434K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
116KNew |
$5.77M - $6.74M
|
116K
$7.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 10.35% |
$27.3K - $31.9K
|
4.76K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02K+ 18.03% |
$100K - $117K
|
13.2K
$808K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.57% |
$298 - $348
|
1.06K
$64.9K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
416+ 3.51% |
$20.7K - $24.1K
|
12.3K
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-237- 1.21% |
$11.8K - $13.7K
|
19.3K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15- 0.15% |
$745 - $870
|
9.8K
$599K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-873- 4.48% |
$43.4K - $50.6K
|
18.6K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
57+ 1.02% |
$2.83K - $3.31K
|
5.66K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$49.7 - $58
|
6.08K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.07% |
$99.3 - $116
|
3.06K
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-203- 1.75% |
$10.1K - $11.8K
|
11.4K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-84- 5.79% |
$4.17K - $4.87K
|
1.37K
$83.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-50- 0.37% |
$2.48K - $2.9K
|
13.3K
$814K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 27.78% |
$4.97K - $5.8K
|
260
$15.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-200- 3.77% |
$9.93K - $11.6K
|
5.1K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
137+ 1.14% |
$6.8K - $7.95K
|
12.1K
$742K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.16% |
$546 - $638
|
960
$58.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.27K- 11.34% |
$212K - $248K
|
33.4K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.3K+ 8.16% |
$2.75M - $3.21M
|
733K
$44.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 41.18% |
$348 - $406
|
10
$611
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-339- 67.94% |
$16.8K - $19.7K
|
160
$9.77K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69.7KNew |
$3.46M - $4.04M
|
69.7K
$4.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
731+ 1.66% |
$36.3K - $42.4K
|
44.8K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-771- 4.88% |
$38.3K - $44.7K
|
15K
$919K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
610+ 5.99% |
$30.3K - $35.4K
|
10.8K
$659K
|