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 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-49- 0.91% |
$2.58K - $2.99K
|
5.34K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 7.89% |
$2.53K - $2.92K
|
656
$36.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
404+ 4.28% |
$21.3K - $24.6K
|
9.84K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.08K+ 4.41% |
$56.8K - $65.7K
|
25.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
939+ 10.81% |
$49.4K - $57.2K
|
9.62K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.62K- 14.39% |
$138K - $160K
|
15.6K
$859K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
337K+ 15.76% |
$17.8M - $20.5M
|
2.48M
$137M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
600New |
$31.6K - $36.6K
|
600
$33.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-42- 0.18% |
$2.21K - $2.56K
|
23.3K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.5K- 6.12% |
$184K - $213K
|
53.6K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
9.35KNew |
$492K - $570K
|
9.35K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-107K- 38.89% |
$5.66M - $6.55M
|
169K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
778+ 0.37% |
$40.9K - $47.4K
|
214K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.71K+ 43.09% |
$90.1K - $104K
|
5.69K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
71+ 0.38% |
$3.74K - $4.33K
|
18.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-552- 11.22% |
$29.1K - $33.6K
|
4.37K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 10.0% |
$1.68K - $1.95K
|
352
$19.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-295- 3.34% |
$15.5K - $18K
|
8.55K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-31- 0.67% |
$1.63K - $1.89K
|
4.63K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
69+ 0.46% |
$3.63K - $4.2K
|
15.2K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.01K+ 7.83% |
$422K - $488K
|
110K
$6.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-965- 7.81% |
$50.8K - $58.8K
|
11.4K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.62K+ 6.85% |
$243K - $282K
|
72.1K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.34K+ 2.88% |
$70.5K - $81.6K
|
47.9K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-882- 16.17% |
$46.4K - $53.7K
|
4.57K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
12.5KNew |
$657K - $760K
|
12.5K
$688K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
247+ 1.5% |
$13K - $15K
|
16.8K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
44.8KNew |
$2.36M - $2.73M
|
44.8K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$26.3K - $30.5K
|
500
$27.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-126K- 87.61% |
$6.63M - $7.68M
|
17.8K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 6.26% |
$60.2K - $69.7K
|
19.4K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.8K+ 14.65% |
$3.04M - $3.52M
|
452K
$24.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
400New |
$21.1K - $24.4K
|
400
$22.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.66K+ 10.49% |
$140K - $162K
|
28.1K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.8K+ 17.31% |
$94.7K - $110K
|
12.2K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 5.32% |
$53.4K - $61.8K
|
18.1K
$996K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.11K+ 5.05% |
$164K - $190K
|
64.8K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
111+ 3.51% |
$5.84K - $6.76K
|
3.27K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
97.5KNew |
$5.13M - $5.94M
|
97.5K
$5.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-368- 6.14% |
$19.4K - $22.4K
|
5.63K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.03KNew |
$107K - $124K
|
2.03K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$474 - $548
|
9
$496
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.02K+ 2.64% |
$211K - $245K
|
156K
$8.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-127- 1.37% |
$6.68K - $7.74K
|
9.14K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.69K+ 92.13% |
$299K - $346K
|
11.9K
$654K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.8K- 14.8% |
$1.2M - $1.39M
|
131K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
149K+ 2.89% |
$7.85M - $9.09M
|
5.31M
$293M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.74K- 19.83% |
$197K - $228K
|
15.1K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
947+ 10.32% |
$49.8K - $57.7K
|
10.1K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.8K- 1.54% |
$200K - $231K
|
243K
$13.4M
|