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 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
157+ 1.31% |
$7.8K - $9.11K
|
12.2K
$701K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.55K- 34.74% |
$127K - $148K
|
4.79K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-647- 11.81% |
$32.1K - $37.5K
|
4.83K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-119- 0.57% |
$5.91K - $6.9K
|
20.7K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 2.76% |
$8.24K - $9.63K
|
5.86K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-292- 3.34% |
$14.5K - $16.9K
|
8.46K
$488K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-232- 0.74% |
$11.5K - $13.5K
|
31.1K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
226+ 1.23% |
$11.2K - $13.1K
|
18.6K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-195- 15.83% |
$9.68K - $11.3K
|
1.04K
$59.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.28K+ 1.34% |
$113K - $132K
|
173K
$9.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
603+ 10.29% |
$29.9K - $35K
|
6.46K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-103- 0.89% |
$5.11K - $5.97K
|
11.5K
$663K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
958+ 2.83% |
$47.6K - $55.6K
|
34.8K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-41- 1.07% |
$2.04K - $2.38K
|
3.8K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.81K- 6.19% |
$89.6K - $105K
|
27.4K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.96KNew |
$196K - $229K
|
3.96K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-324- 1.28% |
$16.1K - $18.8K
|
25.1K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-70- 1.67% |
$3.48K - $4.06K
|
4.12K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
325New |
$16.1K - $18.9K
|
325
$18.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-529- 2.12% |
$26.3K - $30.7K
|
24.4K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 58.02% |
$56.6K - $66.1K
|
824
$47.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-425- 5.07% |
$21.1K - $24.7K
|
7.96K
$459K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 13.59% |
$6.6K - $7.71K
|
846
$48.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.13% |
$298 - $348
|
537
$31K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.96K- 29.37% |
$246K - $287K
|
11.9K
$688K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-180- 3.14% |
$8.94K - $10.4K
|
5.56K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-532- 10.14% |
$26.4K - $30.9K
|
4.71K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-10- 0.27% |
$497 - $580
|
3.65K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 1.29% |
$199 - $232
|
306
$17.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 2.51% |
$7.45K - $8.7K
|
5.82K
$336K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 1.1% |
$3.53K - $4.12K
|
6.5K
$375K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
380+ 14.46% |
$18.9K - $22K
|
3.01K
$174K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 1.2% |
$199 - $232
|
336
$19.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$4.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-469- 3.37% |
$23.3K - $27.2K
|
13.4K
$775K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
157+ 1.13% |
$7.8K - $9.11K
|
14K
$810K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 2.68% |
$6.46K - $7.54K
|
4.99K
$288K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
123+ 3.25% |
$6.11K - $7.13K
|
3.9K
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-360- 0.33% |
$17.9K - $20.9K
|
109K
$6.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9+ 0.08% |
$447 - $522
|
10.7K
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-685- 6.84% |
$34K - $39.7K
|
9.33K
$538K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
145+ 1.15% |
$7.2K - $8.41K
|
12.8K
$738K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-70- 0.79% |
$3.48K - $4.06K
|
8.74K
$504K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
188+ 3.11% |
$9.34K - $10.9K
|
6.23K
$360K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 1.2% |
$1.44K - $1.68K
|
2.44K
$141K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.75% |
$1.24K - $1.45K
|
1.46K
$83.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12.5K+ 28.28% |
$618K - $722K
|
56.5K
$3.26M
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
82.7KNew |
$4.37M - $4.75M
|
82.7K
$4.77M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-27.3K- 21.91% |
$1.44M - $1.57M
|
97.4K
$5.62M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-3.2K- 10.85% |
$169K - $184K
|
26.3K
$1.52M
|
|