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 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
610+ 9.54% |
$32.2K - $35K
|
7K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.11K+ 1.56% |
$58.4K - $63.5K
|
72.1K
$4.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-400- 5.88% |
$21.1K - $23K
|
6.4K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-310- 4.36% |
$16.4K - $17.8K
|
6.8K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.06K- 29.31% |
$109K - $118K
|
4.96K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.98K- 42.98% |
$105K - $114K
|
2.63K
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.09% |
$211 - $230
|
4.45K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-67.4K- 35.56% |
$3.56M - $3.87M
|
122K
$7.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 36.45% |
$116K - $126K
|
8.24K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
180+ 0.7% |
$9.51K - $10.3K
|
25.9K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
446+ 2.53% |
$23.6K - $25.6K
|
18.1K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-40.9K- 11.77% |
$2.16M - $2.35M
|
306K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-910- 55.69% |
$48.1K - $52.3K
|
724
$42.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-628- 69.01% |
$33.2K - $36.1K
|
282
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.02KNew |
$213K - $231K
|
4.02K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
23.2K+ 7.1% |
$1.23M - $1.33M
|
350K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 8.37% |
$1.11K - $1.21K
|
230
$13.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-750- 0.17% |
$39.6K - $43.1K
|
444K
$26.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.98KNew |
$211K - $229K
|
3.98K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
202+ 1.12% |
$10.7K - $11.6K
|
18.2K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.07K- 3.98% |
$56.7K - $61.6K
|
25.9K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2+ 0.22% |
$106 - $115
|
898
$52.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
817+ 2.19% |
$43.2K - $46.9K
|
38.2K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
128New |
$6.76K - $7.35K
|
128
$7.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 5.75% |
$75.5K - $82.1K
|
23.4K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
616+ 7.02% |
$32.6K - $35.4K
|
9.39K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 2.76% |
$1.59K - $1.72K
|
1.12K
$65.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
311+ 3.52% |
$16.4K - $17.9K
|
9.15K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.95% |
$106 - $115
|
213
$12.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 6.73% |
$69.1K - $75.1K
|
18.1K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
45.7K+ 89.13% |
$2.42M - $2.63M
|
97.1K
$5.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.13KNew |
$218K - $237K
|
4.13K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 0.74% |
$15.9K - $17.2K
|
40.2K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-193- 1.44% |
$10.2K - $11.1K
|
13.2K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
242New |
$12.8K - $13.9K
|
242
$14.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$264 - $287
|
647
$38K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-431- 0.75% |
$22.8K - $24.8K
|
57.2K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.82K+ 18.57% |
$202K - $219K
|
24.4K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 3.91% |
$577K - $627K
|
290K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43+ 2.89% |
$2.27K - $2.47K
|
1.53K
$90.1K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
8.77K+ 12.23% |
$463K - $503K
|
80.4K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 41.83% |
$89.5K - $97.3K
|
5.74K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
120+ 0.46% |
$6.34K - $6.89K
|
26.4K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-716- 1.14% |
$37.8K - $41.1K
|
62.1K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.76K- 5.16% |
$357K - $388K
|
124K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.51% |
$1.06K - $1.15K
|
3.87K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-251- 6.13% |
$13.3K - $14.4K
|
3.84K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.14K- 35.69% |
$166K - $180K
|
5.66K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-18- 8.45% |
$951 - $1.03K
|
195
$11.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.89K+ 57.56% |
$153K - $166K
|
7.91K
$465K
|