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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-288- 1.82% |
$15.2K - $17.5K
|
15.5K
$856K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.48K- 25.92% |
$183K - $212K
|
9.94K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.64K- 1.41% |
$455K - $526K
|
602K
$33.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-14.7K- 7.62% |
$775K - $897K
|
179K
$9.85M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
29New |
$1.53K - $1.77K
|
29
$1.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.13K- 28.24% |
$428K - $495K
|
20.7K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-89- 0.76% |
$4.68K - $5.42K
|
11.6K
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 18.57% |
$541K - $626K
|
45.1K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
211KNew |
$11.1M - $12.9M
|
211K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-514- 0.21% |
$27.1K - $31.3K
|
240K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
48.6KNew |
$2.56M - $2.96M
|
48.6K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.47K- 65.41% |
$446K - $516K
|
4.48K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.46K- 3.41% |
$287K - $333K
|
155K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-68- 0.64% |
$3.58K - $4.14K
|
10.6K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33MNew |
$69.8M - $80.8M
|
1.33M
$73.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.94K+ 14.2% |
$260K - $301K
|
39.7K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.4K+ 20.31% |
$73.8K - $85.4K
|
8.31K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-47- 7.44% |
$2.47K - $2.86K
|
585
$32.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.7K- 2.93% |
$89.3K - $103K
|
56.2K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28K+ 21.6% |
$67.3K - $77.9K
|
7.2K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.71KNew |
$248K - $287K
|
4.71K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-36K- 85.86% |
$1.89M - $2.19M
|
5.92K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.79KNew |
$515K - $596K
|
9.79K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.88KNew |
$257K - $297K
|
4.88K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-616- 0.93% |
$32.4K - $37.5K
|
65.4K
$3.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158KNew |
$8.31M - $9.61M
|
158K
$8.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
375+ 7.57% |
$19.7K - $22.8K
|
5.33K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18- 0.15% |
$947 - $1.1K
|
12.1K
$669K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-105- 1.31% |
$5.53K - $6.4K
|
7.88K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
993+ 44.25% |
$52.3K - $60.5K
|
3.24K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 2.87% |
$1.37K - $1.58K
|
931
$51.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
60+ 0.17% |
$3.16K - $3.66K
|
35.8K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-377- 7.3% |
$19.8K - $23K
|
4.79K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-12- 0.42% |
$632 - $731
|
2.87K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.9K- 19.26% |
$363K - $420K
|
28.9K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.68K- 2.59% |
$141K - $163K
|
101K
$5.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.68KNew |
$299K - $346K
|
5.68K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 9.91% |
$26.3K - $30.5K
|
4.55K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
175+ 2.25% |
$9.21K - $10.7K
|
7.96K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
10.3KNew |
$543K - $629K
|
10.3K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.85K+ 8.52% |
$308K - $357K
|
74.5K
$4.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.26K+ 6503.94% |
$435K - $503K
|
8.39K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 3.93% |
$368 - $426
|
185
$10.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
26.2KNew |
$1.38M - $1.6M
|
26.2K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.17K- 8.36% |
$430K - $498K
|
89.5K
$4.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-156K- 25.93% |
$8.22M - $9.52M
|
446K
$24.6M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
75.9K+ 520.74% |
$4M - $4.62M
|
90.5K
$4.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-512- 3.3% |
$26.9K - $31.2K
|
15K
$828K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.58K+ 606.35% |
$136K - $157K
|
3K
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 175.44% |
$15.8K - $18.3K
|
471
$26K
|