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 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-36K- 95.49% |
$1.9M - $2.07M
|
1.7K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 12.42% |
$4.12K - $4.48K
|
550
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7+ 0.17% |
$370 - $402
|
4.22K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31.3KNew |
$1.65M - $1.79M
|
31.3K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
600+ 6.74% |
$31.7K - $34.5K
|
9.5K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-695- 15.91% |
$36.7K - $39.9K
|
3.67K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 3.05% |
$529 - $574
|
318
$19.4K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.5KNew |
$817K - $888K
|
15.5K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
28.7KNew |
$1.52M - $1.65M
|
28.7K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
75.9KNew |
$4.01M - $4.36M
|
75.9K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.7KNew |
$831K - $903K
|
15.7K
$960K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21KNew |
$223K - $242K
|
4.21K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.92KNew |
$207K - $225K
|
3.92K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.71K- 98.22% |
$90.2K - $98K
|
31
$1.89K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
247+ 1.79% |
$13.1K - $14.2K
|
14K
$857K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
57.3K+ 944.55% |
$3.03M - $3.29M
|
63.4K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 6.23% |
$1.32K - $1.44K
|
426
$26K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.84K+ 24.57% |
$256K - $278K
|
24.5K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.05% |
$1.59K - $1.72K
|
2.83K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-2.92K- 0.65% |
$154K - $168K
|
443K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-4.06M- 90.07% |
$214M - $233M
|
447K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
28.1KNew |
$1.48M - $1.61M
|
28.1K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-34- 0.8% |
$1.8K - $1.95K
|
4.22K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$196K - $212K
|
3.7K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
586+ 3.26% |
$31K - $33.7K
|
18.5K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.59KNew |
$295K - $321K
|
5.59K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-295- 4.46% |
$15.6K - $16.9K
|
6.32K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.22K+ 14.73% |
$64.6K - $70.2K
|
9.53K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
249+ 2.0% |
$13.2K - $14.3K
|
12.7K
$777K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
31.6KNew |
$1.67M - $1.81M
|
31.6K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$26.4K - $28.7K
|
500
$30.5K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-195- 3.86% |
$10.3K - $11.2K
|
4.85K
$296K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-147- 2.76% |
$7.77K - $8.44K
|
5.18K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
235New |
$12.4K - $13.5K
|
235
$14.4K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 2.52% |
$5.29K - $5.74K
|
3.87K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.25KNew |
$330K - $359K
|
6.25K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
65+ 0.53% |
$3.44K - $3.73K
|
12.3K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15+ 5.19% |
$793 - $861
|
304
$18.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-67- 97.1% |
$3.54K - $3.85K
|
2
$122
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-207- 43.58% |
$10.9K - $11.9K
|
268
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 33.33% |
$793 - $861
|
30
$1.83K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 48.28% |
$185K - $201K
|
10.8K
$657K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
300+ 7.06% |
$15.9K - $17.2K
|
4.55K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
5.66KNew |
$299K - $325K
|
5.66K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-422- 1.81% |
$22.3K - $24.2K
|
22.8K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.75% |
$37K - $40.2K
|
39.3K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.64KNew |
$86.7K - $94.2K
|
1.64K
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-116- 6.19% |
$6.13K - $6.66K
|
1.76K
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.14K+ 12.58% |
$113K - $123K
|
19.2K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$52.9 - $57.4
|
22.2K
$1.36M
|