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 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$370 - $402
|
7
$431
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-300- 13.04% |
$15.9K - $17.2K
|
2K
$123K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.5K- 21.64% |
$79.3K - $86.1K
|
5.43K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.93KNew |
$260K - $283K
|
4.93K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
557+ 3.48% |
$29.4K - $32K
|
16.6K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-100- 20.75% |
$5.29K - $5.74K
|
382
$23.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.35K- 38.9% |
$71.2K - $77.4K
|
2.12K
$130K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
97+ 52.43% |
$5.13K - $5.57K
|
282
$17.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
140+ 21.88% |
$7.4K - $8.04K
|
780
$48K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.99K+ 61.98% |
$158K - $172K
|
7.81K
$480K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 1.5% |
$159 - $172
|
203
$12.5K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-8.27K- 63.94% |
$437K - $475K
|
4.67K
$287K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-652- 3.81% |
$34.5K - $37.4K
|
16.4K
$1.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-305- 9.81% |
$16.1K - $17.5K
|
2.81K
$173K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-719- 11.25% |
$38K - $41.3K
|
5.67K
$349K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1K+ 3.64% |
$53.1K - $57.7K
|
28.6K
$1.76M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 0.04% |
$159 - $172
|
7.19K
$442K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
198+ 3.27% |
$10.5K - $11.4K
|
6.25K
$385K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.07K- 18.28% |
$214K - $248K
|
18.2K
$1.12M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.78K- 28.59% |
$409K - $474K
|
19.4K
$1.2M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
4.28KNew |
$225K - $261K
|
4.28K
$264K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-135Closed |
$7.11K - $8.22K
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-974- 16.35% |
$51.3K - $59.3K
|
4.98K
$307K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$742K - $858K
|
14.1K
$867K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$474 - $548
|
9
$554
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
40New |
$2.11K - $2.44K
|
40
$2.46K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
87New |
$4.58K - $5.3K
|
87
$5.35K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-842- 4.27% |
$44.3K - $51.3K
|
18.9K
$1.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1New |
$52.6 - $60.9
|
1
$61.5
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
14.2K+ 135.54% |
$749K - $867K
|
24.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-907K- 32.39% |
$47.7M - $55.2M
|
1.89M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
13.4K+ 43.13% |
$707K - $819K
|
44.6K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.36KNew |
$71.3K - $82.5K
|
1.36K
$83.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
CALL |
5.6KNew |
$295K - $341K
|
5.6K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-12.1K- 12.8% |
$635K - $736K
|
82.3K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.21KNew |
$274K - $318K
|
5.21K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
819+ 33.65% |
$43.1K - $49.9K
|
3.25K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.05KNew |
$424K - $490K
|
8.05K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
53.7KNew |
$2.83M - $3.27M
|
53.7K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11+ 0.88% |
$579 - $670
|
1.26K
$77.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$354K - $409K
|
6.72K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-103K- 25.12% |
$5.43M - $6.29M
|
308K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
16.7K+ 224.51% |
$877K - $1.01M
|
24.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.4K- 27.14% |
$73.7K - $85.3K
|
3.76K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$1.16M - $1.35M
|
22.1K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-400- 4.73% |
$21.1K - $24.4K
|
8.05K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
PUT |
6New |
$316 - $366
|
6
$369
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
8KNew |
$421K - $487K
|
8K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
17KNew |
$895K - $1.04M
|
17K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
3.94KNew |
$207K - $240K
|
3.94K
$242K
|
|