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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.67K+ 1.43% |
$93.8K - $103K
|
118K
$7.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.33K- 19.3% |
$75K - $82.7K
|
5.57K
$337K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.73K+ 8.9% |
$154K - $170K
|
33.4K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-827- 0.74% |
$46.6K - $51.4K
|
111K
$6.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 0.4% |
$5.63K - $6.21K
|
25.1K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.3KNew |
$186K - $205K
|
3.3K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-339- 3.33% |
$19.1K - $21.1K
|
9.83K
$595K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.01K- 18.32% |
$113K - $125K
|
8.94K
$541K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.29K- 5.41% |
$298K - $328K
|
92.5K
$5.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.57K+ 3.41% |
$257K - $283K
|
139K
$8.39M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 16.13% |
$76.4K - $84.3K
|
7.06K
$427K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
50KNew |
$2.82M - $3.11M
|
50K
$3.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.71KNew |
$378K - $417K
|
6.71K
$406K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
161+ 60.53% |
$9.07K - $10K
|
427
$25.9K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 34.36% |
$100K - $111K
|
6.96K
$422K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-272- 1.75% |
$15.3K - $16.9K
|
15.3K
$927K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
139+ 0.84% |
$7.83K - $8.63K
|
16.8K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
36.7K+ 13.43% |
$2.07M - $2.28M
|
310K
$18.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-246- 6.22% |
$13.9K - $15.3K
|
3.71K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-600- 3.19% |
$33.8K - $37.3K
|
18.2K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
334+ 4.94% |
$18.8K - $20.7K
|
7.09K
$430K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-74.3K- 96.75% |
$4.18M - $4.61M
|
2.5K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.75KNew |
$380K - $419K
|
6.75K
$409K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-304- 20.58% |
$17.1K - $18.9K
|
1.17K
$71K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
863+ 15.18% |
$48.6K - $53.6K
|
6.55K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.47K+ 3.21% |
$82.6K - $91.1K
|
47.2K
$2.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 12.28% |
$3.6K - $3.97K
|
457
$27.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
253K+ 39.32% |
$14.2M - $15.7M
|
896K
$54.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-98- 2.15% |
$5.52K - $6.09K
|
4.45K
$270K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.64KNew |
$205K - $226K
|
3.64K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-25- 1.1% |
$1.41K - $1.55K
|
2.24K
$136K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10.6K+ 55.07% |
$599K - $661K
|
30K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
400+ 111.11% |
$22.5K - $24.8K
|
760
$46K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11.3KNew |
$636K - $702K
|
11.3K
$684K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-362- 9.59% |
$20.4K - $22.5K
|
3.41K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-430- 4.29% |
$24.2K - $26.7K
|
9.58K
$580K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-17.7K- 11.86% |
$998K - $1.1M
|
132K
$7.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-339K- 23.33% |
$19.1M - $21M
|
1.11M
$67.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.16% |
$338 - $373
|
3.7K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
292New |
$16.4K - $18.1K
|
292
$17.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.08K- 31.55% |
$174K - $191K
|
6.68K
$405K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
162+ 4.51% |
$9.12K - $10.1K
|
3.76K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
887New |
$50K - $55.1K
|
887
$53.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
421+ 10.95% |
$23.7K - $26.1K
|
4.27K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
60New |
$3.38K - $3.73K
|
60
$3.63K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-419K- 1.43% |
$23.6M - $26M
|
28.8M
$1.75B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.47K- 1.48% |
$139K - $153K
|
165K
$9.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
16.9KNew |
$950K - $1.05M
|
16.9K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
960+ 4.44% |
$54.1K - $59.6K
|
22.6K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 19.08% |
$60K - $66.2K
|
6.65K
$403K
|
|