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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 4.49% |
$57.1K - $66.7K
|
26.8K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-65- 0.44% |
$3.23K - $3.77K
|
14.8K
$904K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
399+ 11.65% |
$19.8K - $23.1K
|
3.82K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 8.07% |
$64.2K - $74.9K
|
14.7K
$899K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
361+ 4.05% |
$17.9K - $20.9K
|
9.28K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
206+ 3.21% |
$10.2K - $11.9K
|
6.62K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.53% |
$1.24K - $1.45K
|
4.76K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.7K+ 11.55% |
$679K - $793K
|
132K
$8.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
4.1K+ 32.3% |
$203K - $238K
|
16.8K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.48K- 19.12% |
$73.5K - $85.8K
|
6.26K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
252+ 10.09% |
$12.5K - $14.6K
|
2.75K
$168K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-11.3K- 71.27% |
$561K - $655K
|
4.55K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.32K- 12.73% |
$65.3K - $76.3K
|
9.01K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
27+ 0.63% |
$1.34K - $1.57K
|
4.34K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.17K+ 7.84% |
$307K - $358K
|
84.9K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-487- 1.63% |
$24.2K - $28.2K
|
29.3K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.9% |
$49.7 - $58
|
110
$6.72K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-11.6K- 19.26% |
$576K - $672K
|
48.6K
$2.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-130- 2.24% |
$6.46K - $7.54K
|
5.67K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-114- 1.6% |
$5.66K - $6.61K
|
7.03K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-496- 9.05% |
$24.6K - $28.8K
|
4.99K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.3K+ 6.82% |
$114K - $133K
|
36K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 6.07% |
$24.3K - $28.4K
|
8.56K
$523K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.11K- 20.48% |
$55.2K - $64.4K
|
4.32K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
296+ 1.17% |
$14.7K - $17.2K
|
25.5K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.37K- 7.61% |
$68.1K - $79.5K
|
16.6K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
126+ 1.16% |
$6.26K - $7.31K
|
11K
$671K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
320+ 2.65% |
$15.9K - $18.6K
|
12.4K
$759K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
684+ 0.93% |
$34K - $39.7K
|
73.9K
$4.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-113- 1.9% |
$5.61K - $6.55K
|
5.82K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
842+ 6.04% |
$41.8K - $48.8K
|
14.8K
$903K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-866- 6.0% |
$43K - $50.2K
|
13.6K
$828K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-65- 1.09% |
$3.23K - $3.77K
|
5.88K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-243- 3.65% |
$12.1K - $14.1K
|
6.42K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
63.9K+ 28.74% |
$3.17M - $3.71M
|
286K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
878+ 7.26% |
$43.6K - $50.9K
|
13K
$792K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-226- 3.75% |
$11.2K - $13.1K
|
5.8K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.26K+ 8.76% |
$162K - $189K
|
40.5K
$2.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$447 - $522
|
5.11K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 1.08% |
$2.14K - $2.49K
|
4.03K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-465- 8.31% |
$23.1K - $27K
|
5.13K
$313K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5- -0.0% |
$248 - $290
|
139K
$8.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.66K+ 46.04% |
$132K - $154K
|
8.44K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 9.15% |
$19.9K - $23.2K
|
3.97K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.3K+ 18.55% |
$2.45M - $2.86M
|
315K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
7.4KNew |
$368K - $429K
|
7.4K
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.2K+ 4.16% |
$308K - $360K
|
155K
$9.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-62- 0.53% |
$3.08K - $3.6K
|
11.6K
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.1K+ 32.53% |
$1.54M - $1.8M
|
127K
$7.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-134- 2.57% |
$6.65K - $7.77K
|
5.09K
$311K
|