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 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-4.5K- 12.83% |
$237K - $274K
|
30.6K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.4KNew |
$706K - $817K
|
13.4K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-145- 18.42% |
$7.63K - $8.83K
|
642
$34.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
621+ 2.13% |
$32.7K - $37.8K
|
29.8K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.59K- 53.71% |
$294K - $341K
|
4.82K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.3K- 28.64% |
$698K - $808K
|
33.1K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
359+ 2.88% |
$18.9K - $21.9K
|
12.8K
$689K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
243+ 1.61% |
$12.8K - $14.8K
|
15.3K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 59.18% |
$121K - $140K
|
6.18K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.28K- 98.18% |
$436K - $504K
|
153
$8.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
39.3K+ 325.11% |
$2.07M - $2.39M
|
51.3K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.6K+ 10.36% |
$84.2K - $97.4K
|
17K
$915K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.8KNew |
$358K - $414K
|
6.8K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-181- 4.08% |
$9.53K - $11K
|
4.25K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.1KNew |
$268K - $311K
|
5.1K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
84+ 2.94% |
$4.42K - $5.12K
|
2.94K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
30.3K+ 198.43% |
$1.6M - $1.85M
|
45.6K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
372+ 7.8% |
$19.6K - $22.7K
|
5.14K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 2.54% |
$2.74K - $3.17K
|
1.99K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 13.16% |
$84.1K - $97.3K
|
10.5K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-108- 1.82% |
$5.68K - $6.58K
|
5.83K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
770+ 0.91% |
$40.5K - $46.9K
|
85.3K
$4.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-252- 2.31% |
$13.3K - $15.4K
|
10.7K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 196.97% |
$3.42K - $3.96K
|
98
$5.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20.1K+ 24.36% |
$1.06M - $1.22M
|
103K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
901+ 0.66% |
$47.4K - $54.9K
|
138K
$7.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.99K- 15.17% |
$104K - $121K
|
11.1K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-150- 1.76% |
$7.89K - $9.14K
|
8.39K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.03% |
$211 - $244
|
13.4K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-90- 0.68% |
$4.74K - $5.48K
|
13.1K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-797- 15.27% |
$41.9K - $48.6K
|
4.42K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 6.23% |
$387K - $448K
|
111K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.33K- 6.25% |
$228K - $264K
|
65K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
152+ 2.68% |
$8K - $9.26K
|
5.83K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-260- 4.18% |
$13.7K - $15.8K
|
5.95K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
184+ 4.53% |
$9.68K - $11.2K
|
4.25K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 1.72% |
$368 - $426
|
401
$21.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.67K- 8.91% |
$246K - $284K
|
47.8K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
54K+ 56.64% |
$2.84M - $3.29M
|
149K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
558+ 279.0% |
$29.4K - $34K
|
758
$40.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
120+ 1.2% |
$6.32K - $7.31K
|
10.1K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.78K+ 5.2% |
$147K - $170K
|
56.3K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.11K+ 68.27% |
$427K - $494K
|
20K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
39+ 0.68% |
$2.05K - $2.38K
|
5.82K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.56K- 97.87% |
$82.1K - $95K
|
34
$1.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
2.8K+ 400.0% |
$147K - $171K
|
3.5K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.45K+ 30.25% |
$129K - $149K
|
10.6K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.03K- 80.16% |
$160K - $185K
|
751
$40.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 2.41% |
$761K - $880K
|
614K
$33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 45.47% |
$143K - $166K
|
3.26K
$175K
|