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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
68+ 1.18% |
$3.59K - $3.91K
|
5.81K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-282- 32.91% |
$14.9K - $16.2K
|
575
$33.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.9K- 56.06% |
$734K - $798K
|
10.9K
$640K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
355+ 4.21% |
$18.8K - $20.4K
|
8.79K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-445- 6.18% |
$23.5K - $25.6K
|
6.75K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 2.81% |
$898 - $976
|
587
$34.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.36K- 0.75% |
$71.9K - $78.2K
|
181K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.75K+ 16.32% |
$145K - $158K
|
19.6K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 1.44% |
$5.29K - $5.74K
|
7.05K
$414K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-263- 73.46% |
$13.9K - $15.1K
|
95
$5.58K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.34K- 7.44% |
$124K - $134K
|
29.1K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-750- 3.73% |
$39.6K - $43.1K
|
19.3K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
14+ 0.31% |
$740 - $804
|
4.5K
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 1.3% |
$5.23K - $5.69K
|
7.72K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.8K+ 25.03% |
$148K - $161K
|
14K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-633- 6.97% |
$33.5K - $36.4K
|
8.45K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 21.38% |
$3.12K - $3.39K
|
217
$12.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.29K+ 13.36% |
$68.3K - $74.3K
|
11K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $1.44K
|
25
$1.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
116+ 1.33% |
$6.13K - $6.66K
|
8.84K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
319+ 10.89% |
$16.9K - $18.3K
|
3.25K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.59KNew |
$190K - $206K
|
3.59K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.64KNew |
$192K - $209K
|
3.64K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-87- 2.03% |
$4.6K - $5K
|
4.21K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 48.48% |
$21.1K - $23K
|
425
$25K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-67K- 68.05% |
$3.54M - $3.85M
|
31.4K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-232- 0.97% |
$12.3K - $13.3K
|
23.7K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.95K+ 16.44% |
$156K - $170K
|
20.9K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 0.64% |
$264 - $287
|
785
$46.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.42K+ 8.49% |
$75.2K - $81.7K
|
18.2K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.04K+ 48.05% |
$108K - $117K
|
6.29K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.13% |
$634 - $689
|
1.08K
$63.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
164+ 1.17% |
$8.67K - $9.42K
|
14.1K
$830K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4KNew |
$211K - $229K
|
4K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.71K+ 4.1% |
$249K - $271K
|
120K
$7.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.67K+ 13.52% |
$194K - $211K
|
30.8K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
227+ 782.76% |
$12K - $13K
|
256
$15K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-868- 4.34% |
$45.9K - $49.8K
|
19.1K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.13K- 0.97% |
$59.7K - $64.9K
|
115K
$6.77M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 3.53% |
$68.7K - $74.7K
|
35.5K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-8.92K- 19.93% |
$472K - $513K
|
35.9K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.07KNew |
$321K - $348K
|
6.07K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.1% |
$264 - $287
|
4.95K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
19.1K+ 29.45% |
$1.01M - $1.1M
|
84.1K
$4.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.57% |
$7.93K - $8.61K
|
4.05K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.01KNew |
$212K - $230K
|
4.01K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 1.13% |
$793 - $861
|
1.34K
$78.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$370 - $402
|
7
$411
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$1.64K - $1.78K
|
31
$1.82K
|