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 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
39+ 0.81% |
$2.05K - $2.38K
|
4.86K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.07% |
$158 - $183
|
4.44K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 4.94% |
$92K - $107K
|
33.6K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-277- 1.14% |
$14.6K - $16.9K
|
24.1K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-794- 1.36% |
$41.8K - $48.4K
|
57.7K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.09% |
$105 - $122
|
2.28K
$126K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.12% |
$526 - $609
|
8.56K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.6K+ 4.0% |
$1.19M - $1.38M
|
589K
$32.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
500+ 3.27% |
$26.3K - $30.5K
|
15.8K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-814- 1.71% |
$42.8K - $49.6K
|
46.8K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.64K- 5.81% |
$86.4K - $100K
|
26.6K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93K+ 5.44% |
$312K - $361K
|
115K
$6.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
136+ 1.78% |
$7.16K - $8.29K
|
7.78K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-484- 9.09% |
$25.5K - $29.5K
|
4.84K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 1.24% |
$1.21K - $1.4K
|
1.83K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-616- 5.35% |
$32.4K - $37.5K
|
10.9K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-130- 1.17% |
$6.84K - $7.92K
|
11K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 0.94% |
$8.05K - $9.32K
|
16.1K
$886K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
910+ 3.92% |
$47.9K - $55.4K
|
24.1K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-21K- 36.54% |
$1.1M - $1.28M
|
36.4K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-660- 10.99% |
$34.7K - $40.2K
|
5.35K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
294+ 2.57% |
$15.5K - $17.9K
|
11.7K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.26% |
$1.21K - $1.4K
|
1.85K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 15.18% |
$76.8K - $88.9K
|
8.16K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.01K+ 17.02% |
$53K - $61.3K
|
6.92K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17.5K- 32.26% |
$923K - $1.07M
|
36.8K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 10.97% |
$86.8K - $100K
|
13.4K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
944KNew |
$49.7M - $57.5M
|
944K
$52M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-160- 8.71% |
$8.42K - $9.75K
|
1.68K
$92.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.8K+ 5.91% |
$516K - $597K
|
176K
$9.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.46K+ 8.79% |
$76.6K - $88.7K
|
18K
$993K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-232- 2.02% |
$12.2K - $14.1K
|
11.3K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-235- 5.0% |
$12.4K - $14.3K
|
4.47K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.11K- 5.15% |
$58.2K - $67.4K
|
20.4K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-73.6K- 17.36% |
$3.87M - $4.48M
|
350K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-14.2K- 9.97% |
$750K - $868K
|
129K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.97K+ 50.51% |
$104K - $120K
|
5.86K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 0.81% |
$108K - $125K
|
255K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.83K+ 3.28% |
$96K - $111K
|
57.5K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.48K+ 9.5% |
$236K - $273K
|
51.6K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
641+ 58.22% |
$33.7K - $39K
|
1.74K
$96.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-233- 85.66% |
$12.3K - $14.2K
|
39
$2.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.28K- 17.25% |
$225K - $261K
|
20.6K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-530- 13.01% |
$27.9K - $32.3K
|
3.55K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.02% |
$10.5K - $12.2K
|
991K
$54.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09KNew |
$57.5K - $66.5K
|
1.09K
$60.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 8.44% |
$65.7K - $76.1K
|
16K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 3.41% |
$25.9K - $30K
|
13.9K
$768K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-778- 0.7% |
$40.9K - $47.4K
|
111K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-96- 1.43% |
$5.05K - $5.85K
|
6.61K
$365K
|