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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
168+ 1.6% |
$8.84K - $10.2K
|
10.6K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.24KNew |
$434K - $502K
|
8.24K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.25K- 4.39% |
$277K - $320K
|
114K
$6.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-100- 2.3% |
$5.26K - $6.09K
|
4.25K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.31K- 7.86% |
$68.9K - $79.7K
|
15.3K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.5KNew |
$131K - $152K
|
2.5K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
231K+ 5.41% |
$12.2M - $14.1M
|
4.5M
$248M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
260+ 100.39% |
$13.7K - $15.8K
|
519
$28.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-597- 1.67% |
$31.4K - $36.4K
|
35.2K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
198+ 5.38% |
$10.4K - $12.1K
|
3.88K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
136New |
$7.16K - $8.29K
|
136
$7.5K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
13.8KNew |
$724K - $838K
|
13.8K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
148K+ 14.67% |
$7.79M - $9.02M
|
1.16M
$63.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
601+ 3.6% |
$31.6K - $36.6K
|
17.3K
$953K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 1.44% |
$78.3K - $90.6K
|
105K
$5.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.09K+ 23.43% |
$215K - $249K
|
21.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-722- 12.18% |
$38K - $44K
|
5.21K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
485New |
$25.5K - $29.5K
|
485
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-645- 5.04% |
$33.9K - $39.3K
|
12.2K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.56K- 19.47% |
$81.8K - $94.7K
|
6.43K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.88K- 1.89% |
$309K - $358K
|
305K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20K- 44.72% |
$1.06M - $1.22M
|
24.8K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-153- 42.03% |
$8.05K - $9.32K
|
211
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.98KNew |
$209K - $242K
|
3.98K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.5K- 8.51% |
$1.18M - $1.37M
|
242K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
294+ 1.89% |
$15.5K - $17.9K
|
15.8K
$873K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.63K+ 7.33% |
$191K - $221K
|
53.1K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
67.5KNew |
$3.55M - $4.11M
|
67.5K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-689- 4.88% |
$36.3K - $42K
|
13.4K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
171KNew |
$9.02M - $10.4M
|
171K
$9.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18.7K+ 16.44% |
$985K - $1.14M
|
132K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
664+ 7.24% |
$34.9K - $40.5K
|
9.83K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.5K+ 30.3% |
$132K - $152K
|
10.8K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 9.1% |
$333K - $385K
|
63.1K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41New |
$2.16K - $2.5K
|
41
$2.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123+ 0.9% |
$6.47K - $7.49K
|
13.8K
$760K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-250- 3.08% |
$13.2K - $15.2K
|
7.86K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
360New |
$18.9K - $21.9K
|
360
$19.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-118- 0.71% |
$6.21K - $7.19K
|
16.6K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
102+ 0.23% |
$5.37K - $6.21K
|
44.2K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
398+ 6.8% |
$20.9K - $24.2K
|
6.25K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.14K- 6.56% |
$165K - $191K
|
44.8K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$526 - $609
|
5.26K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.18K+ 2.74% |
$167K - $194K
|
119K
$6.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-704- 9.16% |
$37.1K - $42.9K
|
6.98K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.9K- 43.86% |
$732K - $847K
|
17.8K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-10.6K- 61.33% |
$557K - $645K
|
6.68K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.18K- 23.82% |
$62.2K - $72K
|
3.78K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.5K- 3.64% |
$2.18M - $2.53M
|
1.1M
$60.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
11.2KNew |
$589K - $682K
|
11.2K
$618K
|