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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.39K+ 22.26% |
$285K - $309K
|
29.6K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-58- 0.75% |
$3.07K - $3.33K
|
7.63K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
166+ 3.06% |
$8.77K - $9.53K
|
5.59K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.11K- 3.91% |
$323K - $351K
|
150K
$8.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.11% |
$634 - $689
|
10.9K
$638K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.03K- 8.38% |
$160K - $174K
|
33.1K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-242- 1.89% |
$12.8K - $13.9K
|
12.6K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-28.9K- 19.82% |
$1.53M - $1.66M
|
117K
$6.86M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
$310K - $336K
|
5.86K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.89K- 24.13% |
$206K - $223K
|
12.2K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-422- 1.81% |
$22.3K - $24.2K
|
22.8K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
59.7K+ 40.02% |
$3.16M - $3.43M
|
209K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.21K- 6.67% |
$223K - $242K
|
58.9K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36+ 15.45% |
$1.9K - $2.07K
|
269
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.75% |
$37K - $40.2K
|
39.3K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.41% |
$2.11K - $2.3K
|
9.8K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39+ 0.52% |
$2.06K - $2.24K
|
7.61K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.64KNew |
$86.7K - $94.2K
|
1.64K
$96.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
309+ 1.46% |
$16.3K - $17.7K
|
21.5K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-116- 6.19% |
$6.13K - $6.66K
|
1.76K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.44K- 1.44% |
$340K - $370K
|
442K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60.7K- 24.74% |
$3.21M - $3.49M
|
185K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.41KNew |
$339K - $368K
|
6.41K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$195K - $212K
|
3.69K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.04% |
$5.29K - $5.74K
|
243K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.14K+ 12.58% |
$113K - $123K
|
19.2K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.26K+ 1.89% |
$119K - $130K
|
122K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
519+ 5.68% |
$27.4K - $29.8K
|
9.66K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-38- 7.58% |
$2.01K - $2.18K
|
463
$27.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$52.9 - $57.4
|
22.2K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.14K- 7.55% |
$60.1K - $65.3K
|
13.9K
$818K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 5.65% |
$101K - $109K
|
35.5K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
6.39K+ 39.15% |
$338K - $367K
|
22.7K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 5.54% |
$583K - $634K
|
210K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-96- 5.73% |
$5.07K - $5.51K
|
1.58K
$92.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.43K+ 4.46% |
$181K - $197K
|
80.3K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500- 5.08% |
$26.4K - $28.7K
|
9.34K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.16K+ 5.5% |
$167K - $181K
|
60.5K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.59K+ 81.71% |
$190K - $206K
|
7.99K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.02K- 10.63% |
$107K - $116K
|
17K
$998K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.47KNew |
$77.4K - $84.1K
|
1.47K
$86.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-100- 0.49% |
$5.29K - $5.74K
|
20.3K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
604+ 5.73% |
$31.9K - $34.7K
|
11.2K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-400- 1.57% |
$21.1K - $23K
|
25.1K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-120- 80.54% |
$6.34K - $6.89K
|
29
$1.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-158- 1.85% |
$8.35K - $9.07K
|
8.39K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.4K- 3.9% |
$1.76M - $1.92M
|
822K
$48.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-364- 8.15% |
$19.2K - $20.9K
|
4.1K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.13K- 96.86% |
$112K - $122K
|
69
$4.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.61K- 5.66% |
$138K - $150K
|
43.4K
$2.55M
|