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 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
725+ 2.82% |
$40.8K - $45K
|
26.5K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
395+ 1.04% |
$22.2K - $24.5K
|
38.2K
$2.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-85- 3.01% |
$4.79K - $5.28K
|
2.74K
$166K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.09K- 21.76% |
$118K - $130K
|
7.51K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-111- 1.09% |
$6.25K - $6.89K
|
10K
$608K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
700+ 3.97% |
$39.4K - $43.5K
|
18.3K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 17.27% |
$56.6K - $62.4K
|
6.82K
$413K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.9K+ 34.63% |
$219K - $242K
|
15.1K
$917K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.48KNew |
$252K - $278K
|
4.48K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1.49M - $1.64M
|
26.4K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
762+ 1.84% |
$42.9K - $47.3K
|
42.2K
$2.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$845 - $932
|
5.13K
$310K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.46KNew |
$195K - $215K
|
3.46K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
499+ 8.5% |
$28.1K - $31K
|
6.37K
$386K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 100.0% |
$113 - $124
|
4
$242
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
30.8K+ 1.51% |
$1.73M - $1.91M
|
2.07M
$126M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
169+ 0.43% |
$9.52K - $10.5K
|
39.1K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6+ 1.19% |
$338 - $373
|
509
$30.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
9+ 45.0% |
$507 - $559
|
29
$1.76K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.7K- 3.5% |
$1.45M - $1.6M
|
708K
$42.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
759+ 248.04% |
$42.7K - $47.1K
|
1.07K
$64.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
73.2K+ 14.93% |
$4.12M - $4.55M
|
563K
$34.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
398+ 7.83% |
$22.4K - $24.7K
|
5.48K
$332K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.88KNew |
$162K - $179K
|
2.88K
$175K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.86K- 1.37% |
$105K - $116K
|
135K
$8.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
88+ 0.81% |
$4.96K - $5.46K
|
11K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-205- 4.67% |
$11.5K - $12.7K
|
4.18K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.38K+ 20.07% |
$134K - $148K
|
14.2K
$861K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.59K+ 51.81% |
$427K - $471K
|
22.2K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-249- 1.58% |
$14K - $15.5K
|
15.5K
$938K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
275+ 0.93% |
$15.5K - $17.1K
|
29.9K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
9.34KNew |
$526K - $580K
|
9.34K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.19K+ 8.44% |
$67.2K - $74.1K
|
15.3K
$929K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.77K+ 16.44% |
$269K - $296K
|
33.8K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
58.4KNew |
$3.29M - $3.63M
|
58.4K
$3.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.28K+ 69.75% |
$185K - $204K
|
7.98K
$483K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
724+ 0.93% |
$40.8K - $45K
|
78.2K
$4.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.12K+ 3.29% |
$176K - $194K
|
97.9K
$5.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.53K- 61.68% |
$367K - $405K
|
4.05K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.15K+ 0.83% |
$64.5K - $71.2K
|
140K
$8.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-398- 6.02% |
$22.4K - $24.7K
|
6.21K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
144+ 1.05% |
$8.11K - $8.94K
|
13.9K
$841K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.55K+ 4.31% |
$87.5K - $96.4K
|
37.6K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 7.69% |
$56.3 - $62.1
|
14
$848
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 3.05% |
$451 - $497
|
270
$16.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-454- 39.72% |
$25.6K - $28.2K
|
689
$41.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
214+ 33.13% |
$12.1K - $13.3K
|
860
$52.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
342+ 100.88% |
$19.3K - $21.2K
|
681
$41.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
502+ 9.9% |
$28.3K - $31.2K
|
5.57K
$338K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
7.27KNew |
$409K - $451K
|
7.27K
$440K
|
|