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 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-75- 1.32% |
$4.22K - $4.66K
|
5.6K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-930- 7.85% |
$52.4K - $57.8K
|
10.9K
$661K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 23.67% |
$59.3K - $65.4K
|
5.5K
$333K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-933- 5.86% |
$52.5K - $57.9K
|
15K
$907K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
59.2KNew |
$3.34M - $3.68M
|
59.2K
$3.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
17+ 0.04% |
$957 - $1.06K
|
48.5K
$2.94M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 0.4% |
$22.2K - $24.5K
|
100K
$6.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.27K+ 3.62% |
$128K - $141K
|
64.9K
$3.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
447+ 9.85% |
$25.2K - $27.8K
|
4.99K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.46K- 1.55% |
$81.9K - $90.4K
|
92.6K
$5.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
4+ 0.03% |
$225 - $248
|
14.4K
$870K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.24K- 16.52% |
$69.9K - $77.1K
|
6.27K
$380K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.11K- 3.42% |
$62.2K - $68.6K
|
31.2K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116+ 828.57% |
$6.53K - $7.2K
|
130
$7.87K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.36K+ 11.58% |
$358K - $395K
|
61.2K
$3.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-811- 0.33% |
$45.7K - $50.4K
|
243K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
525+ 8.99% |
$29.6K - $32.6K
|
6.37K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-1.87K- 18.08% |
$105K - $116K
|
8.49K
$514K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.02K- 0.93% |
$57.2K - $63.1K
|
108K
$6.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
10.5KNew |
$590K - $650K
|
10.5K
$634K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
421+ 9.02% |
$23.7K - $26.1K
|
5.09K
$308K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
8.63KNew |
$486K - $536K
|
8.63K
$523K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-4.28K- 10.14% |
$241K - $266K
|
37.9K
$2.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
6.84KNew |
$385K - $425K
|
6.84K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.34K- 8.54% |
$75.6K - $83.4K
|
14.4K
$871K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43.9K- 22.14% |
$2.47M - $2.73M
|
154K
$9.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 2.22% |
$77.1K - $85K
|
63.2K
$3.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.9K+ 0.99% |
$838K - $924K
|
1.51M
$91.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.98% |
$56.3 - $62.1
|
103
$6.24K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
773+ 7.73% |
$43.5K - $48K
|
10.8K
$652K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.6K+ 53.12% |
$937K - $1.03M
|
48K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.6KNew |
$203K - $224K
|
3.6K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.14KNew |
$290K - $319K
|
5.14K
$311K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.16KNew |
$516K - $569K
|
9.16K
$555K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
39+ 7.44% |
$2.2K - $2.42K
|
563
$34.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
18K+ 43.85% |
$1.01M - $1.12M
|
59K
$3.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
12.4K+ 13.83% |
$700K - $772K
|
102K
$6.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.98K- 11.32% |
$450K - $496K
|
62.5K
$3.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.62K+ 4.91% |
$485K - $535K
|
184K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-385- 4.17% |
$21.7K - $23.9K
|
8.84K
$536K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.13% |
$563 - $621
|
7.85K
$475K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.23K- 4.61% |
$351K - $387K
|
129K
$7.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.28KNew |
$185K - $204K
|
3.28K
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15K+ 22.75% |
$64.8K - $71.4K
|
6.21K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106- 0.39% |
$5.97K - $6.58K
|
27.2K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.36K+ 23.12% |
$527K - $581K
|
49.9K
$3.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-375- 8.87% |
$21.1K - $23.3K
|
3.86K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.63K+ 57.34% |
$148K - $164K
|
7.23K
$438K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
4.83KNew |
$272K - $300K
|
4.83K
$292K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-815- 1.07% |
$45.9K - $50.6K
|
75.4K
$4.57M
|
|