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 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
68+ 0.77% |
$3.83K - $4.22K
|
8.85K
$536K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.61K- 16.41% |
$485K - $534K
|
43.9K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-710- 9.54% |
$40K - $44.1K
|
6.73K
$408K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.24K+ 4.19% |
$69.6K - $76.7K
|
30.7K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-53- 1.22% |
$2.98K - $3.29K
|
4.27K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.93K- 1.1% |
$559K - $616K
|
891K
$54M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-371- 7.48% |
$20.9K - $23K
|
4.59K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
734+ 12.48% |
$41.3K - $45.6K
|
6.62K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 10.32% |
$99.6K - $110K
|
18.9K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.28KNew |
$185K - $204K
|
3.28K
$199K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
637+ 16.1% |
$35.9K - $39.6K
|
4.59K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.29K+ 4.07% |
$129K - $142K
|
58.7K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
952+ 1.69% |
$53.6K - $59.1K
|
57.2K
$3.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.31K+ 0.68% |
$130K - $143K
|
340K
$20.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.75K+ 220.59% |
$436K - $481K
|
11.3K
$682K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.46K- 19.74% |
$251K - $277K
|
18.1K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
492K+ 1785.85% |
$27.7M - $30.5M
|
519K
$31.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
211+ 0.56% |
$11.9K - $13.1K
|
37.9K
$2.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.3K+ 11.66% |
$803K - $885K
|
136K
$8.27M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-202K- 19.72% |
$11.4M - $12.6M
|
823K
$49.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-41- 0.29% |
$2.31K - $2.55K
|
14K
$849K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
400+ 5.8% |
$22.5K - $24.8K
|
7.3K
$442K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 0.38% |
$732 - $807
|
3.45K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.34% |
$845 - $932
|
4.39K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.35M - $1.48M
|
23.9K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
934+ 22.92% |
$52.6K - $58K
|
5.01K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
13+ 7.74% |
$732 - $807
|
181
$11K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-205- 2.07% |
$11.5K - $12.7K
|
9.68K
$586K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.09K- 2.97% |
$61.2K - $67.5K
|
35.5K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 7.01% |
$2.42K - $2.67K
|
656
$39.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.5K+ 8.13% |
$1.72M - $1.9M
|
406K
$24.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.26% |
$113 - $124
|
757
$45.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.12K+ 369.79% |
$176K - $194K
|
3.97K
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.33K- 42.11% |
$357K - $393K
|
8.71K
$527K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
104New |
$5.86K - $6.46K
|
104
$6.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-111- 2.31% |
$6.25K - $6.89K
|
4.69K
$284K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.72K+ 25.26% |
$153K - $169K
|
13.5K
$815K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-2.39K- 1.83% |
$135K - $148K
|
128K
$7.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
200New |
$11.3K - $12.4K
|
200
$12.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100+ 9.75% |
$5.63K - $6.21K
|
1.13K
$68.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2K- 36.68% |
$113K - $124K
|
3.45K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-136- 0.05% |
$7.66K - $8.45K
|
249K
$15.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
450+ 103.21% |
$25.3K - $27.9K
|
886
$53.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
180+ 3.29% |
$10.1K - $11.2K
|
5.66K
$343K
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
SELL
|
- |
-306- 7.77% |
$17.2K - $19K
|
3.63K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-171- 2.21% |
$9.63K - $10.6K
|
7.55K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.58K+ 3.42% |
$202K - $223K
|
108K
$6.56M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3+ 100.0% |
$169 - $186
|
6
$363
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
23.1K+ 2.13% |
$1.3M - $1.44M
|
1.11M
$67.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.51K+ 2129.58% |
$85.2K - $93.9K
|
1.58K
$95.9K
|
|