Latest Institutional Sells of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-99- 16.47% |
$5.23K - $5.69K
|
502
$29.4K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-98- 0.03% |
$5.18K - $5.63K
|
300K
$17.6M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-96- 5.73% |
$5.07K - $5.51K
|
1.58K
$92.4K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-95- 84.07% |
$5.02K - $5.46K
|
18
$1.05K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-91- 16.95% |
$4.81K - $5.23K
|
446
$26.1K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-90- 0.6% |
$4.76K - $5.17K
|
15K
$878K
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-90- 1.78% |
$4.76K - $5.17K
|
4.95K
$290K
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-87- 2.03% |
$4.6K - $5K
|
4.21K
$246K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-86- 1.67% |
$4.55K - $4.94K
|
5.08K
$297K
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-80- 1.1% |
$4.23K - $4.59K
|
7.21K
$422K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-80- 1.01% |
$4.23K - $4.59K
|
7.86K
$460K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 12.42% |
$4.12K - $4.48K
|
550
$32.2K
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-74- 0.43% |
$3.91K - $4.25K
|
17.2K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-72- 56.69% |
$3.81K - $4.13K
|
55
$3.22K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-67- 97.1% |
$3.54K - $3.85K
|
2
$117
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-64- 1.4% |
$3.38K - $3.68K
|
4.51K
$264K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 0.6% |
$3.33K - $3.62K
|
10.4K
$608K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-59- 1.18% |
$3.12K - $3.39K
|
4.93K
$288K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 21.38% |
$3.12K - $3.39K
|
217
$12.7K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-58- 0.75% |
$3.07K - $3.33K
|
7.63K
$447K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-53- 11.25% |
$2.8K - $3.04K
|
418
$24.5K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-38- 7.58% |
$2.01K - $2.18K
|
463
$27.1K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-34- 0.8% |
$1.8K - $1.95K
|
4.22K
$247K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.05% |
$1.59K - $1.72K
|
2.83K
$165K
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.23% |
$1.43K - $1.55K
|
11.6K
$679K
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-27- 0.12% |
$1.43K - $1.55K
|
21.7K
$1.27M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 0.87% |
$1.27K - $1.38K
|
2.75K
$161K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 8.37% |
$1.11K - $1.21K
|
230
$13.5K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.51% |
$1.06K - $1.15K
|
3.87K
$226K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-19- 1.61% |
$1K - $1.09K
|
1.16K
$67.9K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-18- 8.45% |
$951 - $1.03K
|
195
$11.4K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17- 0.07% |
$898 - $976
|
25.6K
$1.5M
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 2.81% |
$898 - $976
|
587
$34.3K
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-16- 0.04% |
$846 - $919
|
36.4K
$2.13M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 0.2% |
$793 - $861
|
7.42K
$434K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 33.33% |
$793 - $861
|
30
$1.76K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-14- 0.01% |
$740 - $804
|
161K
$9.4M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.11% |
$634 - $689
|
10.9K
$635K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 3.05% |
$529 - $574
|
318
$18.6K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.25% |
$529 - $574
|
3.95K
$231K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 0.18% |
$370 - $402
|
3.85K
$225K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3- 0.03% |
$159 - $172
|
10.2K
$597K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 0.04% |
$159 - $172
|
7.19K
$421K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2- 0.04% |
$106 - $115
|
5.19K
$303K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.11% |
$52.9 - $57.4
|
930
$54.4K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1.73M- 76.78% |
$91M - $105M
|
523K
$30.6M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-907K- 32.39% |
$47.7M - $55.2M
|
1.89M
$111M
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-103K- 25.12% |
$5.43M - $6.29M
|
308K
$18M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-69.1K- 4.67% |
$3.64M - $4.21M
|
1.41M
$82.5M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-47.3K- 98.25% |
$2.49M - $2.88M
|
841
$49.2K
|