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
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500- 5.08% |
$26.4K - $28.7K
|
9.34K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.47KNew |
$77.4K - $84.1K
|
1.47K
$90.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-120- 80.54% |
$6.34K - $6.89K
|
29
$1.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-158- 1.85% |
$8.35K - $9.07K
|
8.39K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.13K- 96.86% |
$112K - $122K
|
69
$4.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.61K- 5.66% |
$138K - $150K
|
43.4K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
22New |
$1.16K - $1.26K
|
22
$1.35K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-95- 84.07% |
$5.02K - $5.46K
|
18
$1.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1K+ 12.49% |
$52.9K - $57.4K
|
9.01K
$554K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.03K- 18.47% |
$107K - $117K
|
8.96K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.28K+ 1.13% |
$173K - $188K
|
294K
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.68K- 2.35% |
$142K - $154K
|
111K
$6.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.16K+ 3.29% |
$114K - $124K
|
67.6K
$4.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.29% |
$370 - $402
|
2.39K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.39K- 17.89% |
$126K - $137K
|
11K
$674K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-558- 73.61% |
$29.5K - $32K
|
200
$12.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1+ 0.03% |
$52.9 - $57.4
|
2.86K
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
273New |
$14.4K - $15.7K
|
273
$16.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
4.46KNew |
$236K - $256K
|
4.46K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-400- 5.88% |
$21.1K - $23K
|
6.4K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.06K- 29.31% |
$109K - $118K
|
4.96K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
446+ 2.53% |
$23.6K - $25.6K
|
18.1K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-910- 55.69% |
$48.1K - $52.3K
|
724
$44.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.02KNew |
$213K - $231K
|
4.02K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
128New |
$6.76K - $7.35K
|
128
$7.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 2.76% |
$1.59K - $1.72K
|
1.12K
$68.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
45.7K+ 89.13% |
$2.42M - $2.63M
|
97.1K
$5.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.13KNew |
$218K - $237K
|
4.13K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
242New |
$12.8K - $13.9K
|
242
$14.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43+ 2.89% |
$2.27K - $2.47K
|
1.53K
$94.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 41.83% |
$89.5K - $97.3K
|
5.74K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-251- 6.13% |
$13.3K - $14.4K
|
3.84K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 2.81% |
$898 - $976
|
587
$36.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 1.44% |
$5.29K - $5.74K
|
7.05K
$433K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
14+ 0.31% |
$740 - $804
|
4.5K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 21.38% |
$3.12K - $3.39K
|
217
$13.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $1.44K
|
25
$1.54K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.59KNew |
$190K - $206K
|
3.59K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.64KNew |
$192K - $209K
|
3.64K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-87- 2.03% |
$4.6K - $5K
|
4.21K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 48.48% |
$21.1K - $23K
|
425
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
164+ 1.17% |
$8.67K - $9.42K
|
14.1K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4KNew |
$211K - $229K
|
4K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.71K+ 4.1% |
$249K - $271K
|
120K
$7.36M
|
|
|
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
$2.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.07KNew |
$321K - $348K
|
6.07K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.1% |
$264 - $287
|
4.95K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.57% |
$7.93K - $8.61K
|
4.05K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.01KNew |
$212K - $230K
|
4.01K
$246K
|