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 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-671- 0.95% |
$39.2K - $41.4K
|
69.8K
$4.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 22.86% |
$11.7K - $12.3K
|
675
$40.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.22% |
$994 - $1.05K
|
7.87K
$477K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.47% |
$58.5 - $61.7
|
69
$4.18K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
507K+ 1884.5% |
$29.6M - $31.3M
|
534K
$32.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-532- 11.1% |
$31.1K - $32.8K
|
4.26K
$258K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-428- 1.64% |
$25K - $26.4K
|
25.7K
$1.56M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
344+ 8.74% |
$20.1K - $21.2K
|
4.28K
$259K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-818- 7.67% |
$47.8K - $50.5K
|
9.85K
$596K
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.67K- 13.33% |
$97.8K - $103K
|
10.9K
$658K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 0.32% |
$1.17K - $1.23K
|
6.21K
$376K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-31K- 38.41% |
$1.81M - $1.91M
|
49.7K
$3.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-550- 13.65% |
$32.2K - $33.9K
|
3.48K
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
498+ 5.52% |
$29.1K - $30.7K
|
9.52K
$577K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-92- 2.48% |
$5.38K - $5.68K
|
3.62K
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$58.5 - $61.7
|
7.49K
$454K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
621+ 5.7% |
$36.3K - $38.3K
|
11.5K
$697K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
119+ 3.27% |
$6.96K - $7.34K
|
3.76K
$228K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 11.46% |
$2.77M - $2.93M
|
461K
$27.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
320+ 23.21% |
$18.7K - $19.7K
|
1.7K
$103K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-352- 3.9% |
$20.6K - $21.7K
|
8.66K
$525K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 1.69% |
$3.51K - $3.7K
|
3.61K
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9- 4.13% |
$526 - $555
|
209
$12.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
4+ 1.01% |
$234 - $247
|
400
$24.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
25+ 0.14% |
$1.46K - $1.54K
|
17.4K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.52% |
$175 - $185
|
585
$35.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
292+ 4.98% |
$17.1K - $18K
|
6.16K
$373K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.09K- 37.78% |
$122K - $129K
|
3.45K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.77K- 12.02% |
$220K - $233K
|
27.6K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
735+ 8.76% |
$43K - $45.3K
|
9.12K
$552K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
SELL
|
- |
-102- 1.23% |
$5.97K - $6.29K
|
8.16K
$494K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
645+ 12.61% |
$37.7K - $39.8K
|
5.76K
$349K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-31- 0.06% |
$1.81K - $1.91K
|
49.1K
$2.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.05% |
$175 - $185
|
6.1K
$369K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
600+ 4.26% |
$35.1K - $37K
|
14.7K
$890K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11- 0.09% |
$643 - $679
|
11.8K
$712K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 4.07% |
$2.46K - $2.59K
|
990
$60K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 0.68% |
$3.63K - $3.82K
|
9.11K
$552K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
24.4K+ 192.06% |
$1.43M - $1.5M
|
37.1K
$2.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2- 15.38% |
$117 - $123
|
11
$666
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92+ 2.11% |
$5.38K - $5.68K
|
4.46K
$270K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43+ 1.0% |
$2.52K - $2.65K
|
4.35K
$264K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-28- 0.12% |
$1.64K - $1.73K
|
22.5K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-85- 2.37% |
$4.97K - $5.24K
|
3.49K
$212K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
104+ 0.74% |
$6.08K - $6.42K
|
14.2K
$862K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.51K+ 2.93% |
$147K - $155K
|
88.4K
$5.35M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-66- 0.91% |
$3.86K - $4.07K
|
7.2K
$436K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.94K+ 2.39% |
$172K - $181K
|
126K
$7.61M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.25K- 17.4% |
$73.1K - $77.1K
|
5.93K
$359K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
490+ 5.96% |
$28.7K - $30.2K
|
8.71K
$527K
|
|