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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2- 0.04% |
$106 - $115
|
5.19K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
785+ 6.13% |
$41.5K - $45.1K
|
13.6K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
480+ 1.43% |
$25.4K - $27.6K
|
34.1K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.35K- 4.2% |
$230K - $250K
|
99.3K
$5.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.33% |
$846 - $919
|
4.9K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.01K+ 3.69% |
$53.6K - $58.2K
|
28.5K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.56K+ 54.51% |
$294K - $319K
|
15.8K
$925K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-14.6K- 8.15% |
$770K - $837K
|
164K
$9.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-810- 4.2% |
$42.8K - $46.5K
|
18.5K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
22New |
$1.16K - $1.26K
|
22
$1.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-95- 84.07% |
$5.02K - $5.46K
|
18
$1.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1K+ 12.49% |
$52.9K - $57.4K
|
9.01K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
7.33K+ 3.79% |
$387K - $421K
|
200K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.45% |
$264 - $287
|
1.11K
$65.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.03K- 18.47% |
$107K - $117K
|
8.96K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-572- 6.9% |
$30.2K - $32.8K
|
7.71K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-74- 0.43% |
$3.91K - $4.25K
|
17.2K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
393+ 8.2% |
$20.8K - $22.6K
|
5.18K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
250+ 1.56% |
$13.2K - $14.4K
|
16.3K
$959K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
112K+ 226.92% |
$5.93M - $6.45M
|
162K
$9.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.42K+ 10.04% |
$128K - $139K
|
26.5K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.19% |
$7.4K - $8.04K
|
72.1K
$4.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 0.87% |
$1.27K - $1.38K
|
2.75K
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-766- 1.33% |
$40.5K - $44K
|
56.7K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.34K- 0.46% |
$229K - $249K
|
939K
$55.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.68K- 24.54% |
$142K - $154K
|
8.24K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.06KNew |
$109K - $118K
|
2.06K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
96+ 0.88% |
$5.07K - $5.51K
|
11K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.28K+ 1.13% |
$173K - $188K
|
294K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
926+ 19.66% |
$48.9K - $53.2K
|
5.64K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
995+ 4.24% |
$52.6K - $57.1K
|
24.5K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.68K- 2.35% |
$142K - $154K
|
111K
$6.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
23.3K+ 1.12% |
$1.23M - $1.34M
|
2.11M
$124M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.16K+ 3.29% |
$114K - $124K
|
67.6K
$3.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.29% |
$370 - $402
|
2.39K
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.39K- 17.89% |
$126K - $137K
|
11K
$643K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.7K- 2.97% |
$1.04M - $1.13M
|
643K
$37.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.38K+ 0.84% |
$72.7K - $79K
|
166K
$9.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-558- 73.61% |
$29.5K - $32K
|
200
$11.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 1.19% |
$1.16K - $1.26K
|
1.88K
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1+ 0.03% |
$52.9 - $57.4
|
2.86K
$168K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
273New |
$14.4K - $15.7K
|
273
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
262+ 3.67% |
$13.8K - $15K
|
7.4K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
4.46KNew |
$236K - $256K
|
4.46K
$262K
|