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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 1.39% |
$158 - $183
|
213
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
18+ 0.91% |
$947 - $1.1K
|
1.99K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.7K+ 9.36% |
$1.14M - $1.32M
|
254K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
30.5KNew |
$1.61M - $1.86M
|
30.5K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 5.72% |
$1.53K - $1.77K
|
536
$29.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.26K- 35.98% |
$119K - $138K
|
4.02K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-22- 62.86% |
$1.16K - $1.34K
|
13
$717
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
711+ 1247.37% |
$37.4K - $43.3K
|
768
$42.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-380- 3.08% |
$20K - $23.1K
|
12K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-10- 0.24% |
$526 - $609
|
4.19K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
628+ 16.21% |
$33.1K - $38.3K
|
4.5K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
271+ 4.28% |
$14.3K - $16.5K
|
6.6K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-689- 15.15% |
$36.3K - $42K
|
3.86K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.24K+ 18.34% |
$65K - $75.2K
|
7.97K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
709+ 10.15% |
$37.3K - $43.2K
|
7.69K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-47.3K- 98.25% |
$2.49M - $2.88M
|
841
$46.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.33K- 31.75% |
$70.1K - $81.1K
|
2.86K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.13K+ 94.44% |
$165K - $191K
|
6.44K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.78K+ 1.39% |
$93.4K - $108K
|
129K
$7.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
166K+ 8.62% |
$8.72M - $10.1M
|
2.09M
$115M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 24.77% |
$42.1K - $48.7K
|
2.43K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-419- 1.23% |
$22.1K - $25.5K
|
33.6K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.88% |
$158 - $183
|
344
$19K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$14.8K - $17.2K
|
282
$15.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.92% |
$526 - $609
|
1.1K
$60.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
905+ 5.19% |
$47.6K - $55.1K
|
18.3K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-39.9K- 97.81% |
$2.1M - $2.43M
|
895
$49.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
67+ 0.59% |
$3.53K - $4.08K
|
11.4K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-830- 11.49% |
$43.7K - $50.6K
|
6.39K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.07K- 3.09% |
$56.1K - $64.9K
|
33.4K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
787+ 2.95% |
$41.4K - $47.9K
|
27.4K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
516+ 5.66% |
$27.2K - $31.4K
|
9.64K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.81K+ 18.68% |
$200K - $232K
|
24.2K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.16KNew |
$324K - $375K
|
6.16K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-314- 1.06% |
$16.5K - $19.1K
|
29.4K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-300- 2.56% |
$15.8K - $18.3K
|
11.4K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-212- 1.12% |
$11.2K - $12.9K
|
18.6K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.45K+ 22.47% |
$287K - $332K
|
29.7K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-358- 1.24% |
$18.8K - $21.8K
|
28.4K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.77K+ 12.22% |
$93K - $108K
|
16.2K
$895K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
50.8KNew |
$2.67M - $3.09M
|
50.8K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-270- 1.33% |
$14.2K - $16.4K
|
20.1K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 23.99% |
$164K - $190K
|
16.1K
$889K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5+ 0.02% |
$263 - $305
|
30.6K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.79K+ 3.17% |
$147K - $170K
|
90.7K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
533+ 0.74% |
$28.1K - $32.5K
|
72.2K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-98- 1.28% |
$5.16K - $5.97K
|
7.57K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 3.94% |
$94.8K - $110K
|
43.9K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.31% |
$526 - $609
|
3.17K
$175K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-60- 1.55% |
$3.16K - $3.66K
|
3.82K
$210K
|