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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-113- 0.73% |
$6.36K - $7.02K
|
15.4K
$935K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 0.64% |
$2.53K - $2.79K
|
7.06K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 25.66% |
$132K - $145K
|
11.5K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-772- 12.19% |
$43.5K - $47.9K
|
5.56K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$265K - $292K
|
4.7K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
154+ 0.94% |
$8.67K - $9.56K
|
16.5K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.11K+ 21.77% |
$232K - $255K
|
23K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
46.4KNew |
$2.61M - $2.88M
|
46.4K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.43K- 1.78% |
$306K - $337K
|
300K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.87K- 5.23% |
$105K - $116K
|
33.9K
$2.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-810K- 22.28% |
$45.6M - $50.3M
|
2.83M
$171M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
688+ 2.41% |
$38.7K - $42.7K
|
29.3K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.05K- 2.31% |
$115K - $127K
|
86.4K
$5.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
518+ 13.1% |
$29.2K - $32.2K
|
4.47K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
1.2K+ 0.94% |
$67.6K - $74.6K
|
129K
$7.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
83.7K+ 5.15% |
$4.71M - $5.2M
|
1.71M
$104M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
829+ 16.25% |
$46.7K - $51.5K
|
5.93K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6- 0.02% |
$338 - $373
|
30.1K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.09K+ 3.04% |
$61.2K - $67.4K
|
36.8K
$2.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.47KNew |
$139K - $154K
|
2.47K
$150K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45.4K+ 182.26% |
$2.56M - $2.82M
|
70.4K
$4.26M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$199K - $219K
|
3.53K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-2- 0.04% |
$113 - $124
|
4.48K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.64K+ 1.87% |
$92.4K - $102K
|
89.2K
$5.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.04K+ 11.63% |
$58.5K - $64.5K
|
9.97K
$603K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-167- 62.55% |
$9.41K - $10.4K
|
100
$6.06K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9+ 7.38% |
$507 - $559
|
131
$7.93K
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
SELL
|
- |
-152- 1.07% |
$8.56K - $9.44K
|
14.1K
$854K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.94K- 24.81% |
$109K - $121K
|
5.89K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.1K- 4.24% |
$2.49M - $2.74M
|
996K
$60.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 10.26% |
$225 - $248
|
43
$2.6K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
21.4K+ 7.57% |
$1.2M - $1.33M
|
304K
$18.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.28M- 13.39% |
$241M - $265M
|
27.7M
$1.68B
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-960- 7.43% |
$54.1K - $59.6K
|
12K
$724K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.7K+ 1.91% |
$95.5K - $105K
|
90.4K
$5.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.01% |
$225 - $248
|
27.2K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
364K+ 0.34% |
$20.5M - $22.6M
|
106M
$6.43B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.05% |
$507 - $559
|
17.6K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
33.5K+ 42.51% |
$1.89M - $2.08M
|
112K
$6.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.97K- 26.38% |
$280K - $309K
|
13.9K
$840K
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-410- 6.17% |
$23.1K - $25.5K
|
6.23K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.49K+ 5.51% |
$83.9K - $92.5K
|
28.5K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.48K+ 9.52% |
$252K - $278K
|
51.6K
$3.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
4.3KNew |
$242K - $267K
|
4.3K
$261K
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
35KNew |
$1.97M - $2.17M
|
35K
$2.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.82K- 33.95% |
$159K - $175K
|
5.48K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85+ 1.23% |
$4.79K - $5.28K
|
7K
$424K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-651- 3.25% |
$36.7K - $40.4K
|
19.4K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-107- 0.68% |
$6.03K - $6.64K
|
15.6K
$942K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.53K- 4.23% |
$143K - $157K
|
57.3K
$3.47M
|
|