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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-713- 6.1% |
$41.7K - $44K
|
11K
$665K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-18- 0.29% |
$1.05K - $1.11K
|
6.26K
$379K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.02K- 24.4% |
$235K - $248K
|
12.5K
$755K
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
740+ 11.17% |
$43.3K - $45.7K
|
7.37K
$446K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42.1K+ 16.17% |
$2.46M - $2.6M
|
302K
$18.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.81K+ 10.95% |
$106K - $112K
|
18.4K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
32.8K+ 455.21% |
$1.92M - $2.02M
|
40K
$2.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-9.44K- 19.09% |
$552K - $582K
|
40K
$2.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.11K+ 193.64% |
$182K - $192K
|
4.71K
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.2K- 12.37% |
$70.2K - $74K
|
8.5K
$515K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
140+ 0.72% |
$8.19K - $8.64K
|
19.6K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-50- 0.25% |
$2.92K - $3.08K
|
19.8K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.14K+ 68.7% |
$242K - $256K
|
10.2K
$616K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.55K+ 7.6% |
$90.8K - $95.7K
|
22K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 7.68% |
$554K - $584K
|
133K
$8.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
579+ 4.91% |
$33.9K - $35.7K
|
12.4K
$749K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
17+ 0.39% |
$994 - $1.05K
|
4.37K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-29- 0.42% |
$1.7K - $1.79K
|
6.81K
$412K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 1.96% |
$1.4K - $1.48K
|
1.25K
$75.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.2% |
$234 - $247
|
338
$20.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.14K- 2.41% |
$125K - $132K
|
86.5K
$5.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.01% |
$58.5 - $61.7
|
9.11K
$552K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.08K- 15.56% |
$63.2K - $66.6K
|
5.86K
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
63+ 0.57% |
$3.68K - $3.89K
|
11.2K
$676K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178+ 3.41% |
$10.4K - $11K
|
5.4K
$327K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 5.57% |
$239K - $252K
|
69.2K
$4.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.51K- 9.59% |
$264K - $278K
|
42.5K
$2.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09K+ 7.18% |
$63.5K - $67K
|
16.2K
$981K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
27+ 0.59% |
$1.58K - $1.67K
|
4.59K
$278K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.2% |
$1.35K - $1.42K
|
1.94K
$118K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
469+ 47.76% |
$27.4K - $28.9K
|
1.45K
$87.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-60- 1.13% |
$3.51K - $3.7K
|
5.25K
$318K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.84KNew |
$107K - $113K
|
1.84K
$111K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-33- 0.61% |
$1.93K - $2.04K
|
5.42K
$328K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.41K+ 3.88% |
$492K - $519K
|
225K
$13.6M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3+ 0.08% |
$175 - $185
|
3.54K
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.53K+ 2.68% |
$265K - $279K
|
174K
$10.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
133+ 1.09% |
$7.78K - $8.2K
|
12.4K
$748K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.15K+ 3.04% |
$126K - $133K
|
72.9K
$4.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
3+ 0.09% |
$175 - $185
|
3.49K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 5.97% |
$64.9K - $68.4K
|
17.5K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.57KNew |
$209K - $220K
|
3.57K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
130New |
$7.6K - $8.02K
|
130
$7.87K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
SELL
|
- |
-2.45K- 32.34% |
$143K - $151K
|
5.13K
$310K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
322+ 1.93% |
$18.8K - $19.9K
|
17K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.9K- 7.22% |
$111K - $117K
|
24.4K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.36K+ 2.38% |
$548K - $578K
|
403K
$24.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.53KNew |
$207K - $218K
|
3.53K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 22.08% |
$93.2K - $98.3K
|
8.81K
$534K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-42- 1.24% |
$2.46K - $2.59K
|
3.34K
$202K
|
|