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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.24K+ 24.07% |
$65.3K - $75.6K
|
6.4K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-200- 2.56% |
$10.5K - $12.2K
|
7.61K
$420K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
563+ 5.9% |
$29.6K - $34.3K
|
10.1K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.1K+ 46.23% |
$1.16M - $1.35M
|
69.9K
$3.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.42KNew |
$285K - $330K
|
5.42K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
525+ 2.48% |
$27.6K - $32K
|
21.7K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-386- 7.11% |
$20.3K - $23.5K
|
5.04K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
155KNew |
$8.15M - $9.44M
|
155K
$8.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-896- 7.64% |
$47.2K - $54.6K
|
10.8K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-64- 0.93% |
$3.37K - $3.9K
|
6.8K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.64K- 8.71% |
$192K - $222K
|
38.1K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.29% |
$842 - $975
|
5.54K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
315K+ 117.67% |
$16.6M - $19.2M
|
582K
$32.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-79- 0.91% |
$4.16K - $4.81K
|
8.56K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-116- 1.58% |
$6.11K - $7.07K
|
7.25K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.3K- 5.22% |
$1.28M - $1.48M
|
441K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
86+ 0.55% |
$4.53K - $5.24K
|
15.8K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-976- 3.35% |
$51.4K - $59.5K
|
28.2K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 2.56% |
$1.63K - $1.89K
|
1.18K
$65K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.5KNew |
$447K - $518K
|
8.5K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.93K+ 35.76% |
$102K - $118K
|
7.33K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
475New |
$25K - $28.9K
|
475
$26.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-564- 14.01% |
$29.7K - $34.4K
|
3.46K
$191K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-173- 1.96% |
$9.1K - $10.5K
|
8.67K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
39.6K+ 26.46% |
$2.09M - $2.42M
|
189K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-366K- 39.25% |
$19.3M - $22.3M
|
567K
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.9K+ 2.05% |
$574K - $665K
|
543K
$29.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-406- 0.25% |
$21.4K - $24.7K
|
164K
$9.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.71KNew |
$353K - $409K
|
6.71K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 3.03% |
$6.58K - $7.62K
|
4.25K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
404+ 7.4% |
$21.3K - $24.6K
|
5.87K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
125+ 0.17% |
$6.58K - $7.62K
|
72K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
104+ 2.17% |
$5.47K - $6.34K
|
4.9K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
23.7K+ 40.69% |
$1.25M - $1.44M
|
81.9K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.16K- 6.61% |
$60.8K - $70.4K
|
16.3K
$899K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
807+ 7.4% |
$42.5K - $49.2K
|
11.7K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
257+ 3.04% |
$13.5K - $15.7K
|
8.7K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.29K- 11.39% |
$68.1K - $78.8K
|
10.1K
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
64.6K+ 962.73% |
$3.4M - $3.94M
|
71.3K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.5K+ 10.9% |
$237K - $274K
|
45.8K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.54K- 9.43% |
$344K - $398K
|
62.8K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.2K- 4.52% |
$326K - $377K
|
131K
$7.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
337+ 7.43% |
$17.7K - $20.5K
|
4.88K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.91% |
$53.2K - $61.6K
|
112K
$6.19M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-125K- 5.18% |
$6.6M - $7.64M
|
2.3M
$127M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9New |
$474 - $548
|
9
$496
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.76K- 64.5% |
$356K - $412K
|
3.72K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-21K- 41.97% |
$1.11M - $1.28M
|
29.1K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
85KNew |
$4.47M - $5.18M
|
85K
$4.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
708+ 2.05% |
$37.3K - $43.1K
|
35.2K
$1.94M
|