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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-57- 0.19% |
$3.21K - $3.54K
|
30.4K
$1.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-422- 9.09% |
$23.8K - $26.2K
|
4.22K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.27KNew |
$240K - $265K
|
4.27K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
868KNew |
$48.9M - $53.9M
|
868K
$52.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-29- 1.1% |
$1.63K - $1.8K
|
2.6K
$158K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.63K- 26.08% |
$317K - $350K
|
16K
$966K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
31.4KNew |
$1.77M - $1.95M
|
31.4K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15.1K+ 345.75% |
$850K - $937K
|
19.5K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
22.3KNew |
$1.26M - $1.39M
|
22.3K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14+ 9.27% |
$788 - $869
|
165
$9.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.23K+ 30.28% |
$464K - $511K
|
35.4K
$2.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.3KNew |
$242K - $267K
|
4.3K
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
1K+ 3.82% |
$56.3K - $62.1K
|
27.2K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-150- 0.59% |
$8.45K - $9.32K
|
25.2K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-131- 2.25% |
$7.38K - $8.14K
|
5.69K
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
959New |
$54K - $59.6K
|
959
$58.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
2.91K+ 14.19% |
$164K - $181K
|
23.4K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14K+ 2.48% |
$791K - $872K
|
580K
$35.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
301New |
$17K - $18.7K
|
301
$18.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
62+ 0.6% |
$3.49K - $3.85K
|
10.4K
$632K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.83% |
$3.66K - $4.04K
|
7.87K
$477K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
290+ 5.91% |
$16.3K - $18K
|
5.2K
$315K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-1.13K- 0.59% |
$63.9K - $70.4K
|
192K
$11.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-993- 7.14% |
$55.9K - $61.7K
|
12.9K
$783K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 7.32% |
$338 - $373
|
76
$4.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
45.3K+ 27.81% |
$2.55M - $2.81M
|
208K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
642+ 1.04% |
$36.2K - $39.9K
|
62.4K
$3.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
56+ 0.14% |
$3.15K - $3.48K
|
39.2K
$2.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 38.46% |
$5.63K - $6.21K
|
360
$21.8K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.13% |
$225 - $248
|
3.11K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
724+ 17.31% |
$40.8K - $45K
|
4.91K
$297K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-267- 2.2% |
$15K - $16.6K
|
11.8K
$717K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-26- 0.73% |
$1.46K - $1.61K
|
3.54K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.5KNew |
$759K - $837K
|
13.5K
$816K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-49- 1.14% |
$2.76K - $3.04K
|
4.23K
$256K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-679- 3.65% |
$38.2K - $42.2K
|
17.9K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-75- 0.86% |
$4.22K - $4.66K
|
8.68K
$526K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.4K- 16.0% |
$78.6K - $86.6K
|
7.32K
$444K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.78K- 14.29% |
$157K - $173K
|
16.7K
$1.01M
|
|