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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250+ 11.11% |
$12.4K - $14.5K
|
2.5K
$144K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-456- 0.41% |
$22.6K - $26.4K
|
111K
$6.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.28K- 23.1% |
$63.7K - $74.4K
|
4.27K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.73K- 2.77% |
$135K - $158K
|
95.7K
$5.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.16KNew |
$207K - $241K
|
4.16K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.36K+ 7.28% |
$67.7K - $79.1K
|
20.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
117+ 71.78% |
$5.81K - $6.79K
|
280
$16.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-630- 1.24% |
$31.3K - $36.5K
|
50.3K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
473+ 2.88% |
$23.5K - $27.4K
|
16.9K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
114+ 10.73% |
$5.66K - $6.61K
|
1.18K
$67.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8- 0.19% |
$397 - $464
|
4.27K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 5.81% |
$248 - $290
|
91
$5.25K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
456+ 0.88% |
$22.6K - $26.4K
|
52.5K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 14.14% |
$695 - $812
|
85
$4.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-708- 12.24% |
$35.2K - $41.1K
|
5.08K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.36K+ 2.73% |
$117K - $137K
|
88.7K
$5.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-462- 3.45% |
$22.9K - $26.8K
|
12.9K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 4.21% |
$2.28K - $2.67K
|
1.14K
$65.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-498- 7.97% |
$24.7K - $28.9K
|
5.75K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-274- 1.91% |
$13.6K - $15.9K
|
14.1K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-93- 1.11% |
$4.62K - $5.39K
|
8.28K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.55KNew |
$424K - $496K
|
8.55K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
700+ 4.76% |
$34.8K - $40.6K
|
15.4K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.91K+ 0.84% |
$145K - $169K
|
351K
$20.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-90- 1.15% |
$4.47K - $5.22K
|
7.73K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-200- 2.36% |
$9.93K - $11.6K
|
8.27K
$477K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-864- 2.53% |
$42.9K - $50.1K
|
33.3K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.38% |
$8.39K - $9.8K
|
5.18K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.14K+ 72.1% |
$305K - $356K
|
14.6K
$845K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.37% |
$99.3 - $116
|
148
$8.54K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 31.11% |
$95.2K - $111K
|
8.08K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 3.45% |
$8.14K - $9.51K
|
4.58K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
183+ 2.09% |
$9.09K - $10.6K
|
8.94K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 4.49% |
$57.1K - $66.7K
|
26.8K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-65- 0.44% |
$3.23K - $3.77K
|
14.8K
$854K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
399+ 11.65% |
$19.8K - $23.1K
|
3.82K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 8.07% |
$64.2K - $74.9K
|
14.7K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
361+ 4.05% |
$17.9K - $20.9K
|
9.28K
$535K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
206+ 3.21% |
$10.2K - $11.9K
|
6.62K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.53% |
$1.24K - $1.45K
|
4.76K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.7K+ 11.55% |
$679K - $793K
|
132K
$7.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
4.1K+ 32.3% |
$203K - $238K
|
16.8K
$968K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.48K- 19.12% |
$73.5K - $85.8K
|
6.26K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.74K+ 16.42% |
$186K - $217K
|
26.5K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
252+ 10.09% |
$12.5K - $14.6K
|
2.75K
$159K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-11.3K- 71.27% |
$561K - $655K
|
4.55K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.32K- 12.73% |
$65.3K - $76.3K
|
9.01K
$520K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
27+ 0.63% |
$1.34K - $1.57K
|
4.34K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-617- 7.1% |
$30.6K - $35.8K
|
8.08K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.17K+ 7.84% |
$307K - $358K
|
84.9K
$4.9M
|