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 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-252K- 71.95% |
$13.3M - $15.4M
|
98.4K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.6K- 2.26% |
$137K - $158K
|
112K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-526- 7.6% |
$27.7K - $32K
|
6.39K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-647- 14.72% |
$34.1K - $39.4K
|
3.75K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.33K+ 43.86% |
$175K - $203K
|
10.9K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.3K- 93.38% |
$543K - $628K
|
731
$39.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.25KNew |
$487K - $564K
|
9.25K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.61K+ 6.35% |
$190K - $220K
|
60.5K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 1.12% |
$421 - $487
|
705
$37.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.92K+ 19.05% |
$101K - $117K
|
12K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 0.79% |
$3.16K - $3.66K
|
7.62K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-290- 4.53% |
$15.3K - $17.7K
|
6.11K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.16K- 14.46% |
$114K - $132K
|
12.8K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-65- 1.62% |
$3.42K - $3.96K
|
3.94K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
48+ 3.97% |
$2.53K - $2.92K
|
1.26K
$67.6K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
276+ 2.28% |
$14.5K - $16.8K
|
12.4K
$666K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 11.3% |
$26.3K - $30.5K
|
3.93K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-778- 3.75% |
$40.9K - $47.4K
|
20K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
417+ 0.25% |
$21.9K - $25.4K
|
170K
$9.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
649+ 3.9% |
$34.2K - $39.5K
|
17.3K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 6.72% |
$13.6K - $15.7K
|
4.1K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.49% |
$368 - $426
|
1.43K
$76.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$221K - $256K
|
4.2K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
263+ 3.83% |
$13.8K - $16K
|
7.13K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.05K- 11.65% |
$108K - $125K
|
15.6K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 19.14% |
$53.3K - $61.7K
|
6.3K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 9.26% |
$26.8K - $31K
|
4.99K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-98- 0.29% |
$5.16K - $5.97K
|
33.6K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-721- 5.17% |
$37.9K - $43.9K
|
13.2K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-979- 13.64% |
$51.5K - $59.6K
|
6.2K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.1% |
$316 - $366
|
5.74K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
23+ 0.14% |
$1.21K - $1.4K
|
16K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.04% |
$105 - $122
|
5.19K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-710- 7.36% |
$37.4K - $43.3K
|
8.94K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
560+ 14.7% |
$29.5K - $34.1K
|
4.37K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.07K+ 83.84% |
$372K - $431K
|
15.5K
$833K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.35K- 3.04% |
$387K - $448K
|
234K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-429- 64.9% |
$22.6K - $26.1K
|
232
$12.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
889+ 18.06% |
$46.8K - $54.2K
|
5.81K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.19K- 20.53% |
$62.7K - $72.6K
|
4.61K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 21.66% |
$114K - $133K
|
12.2K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3+ 0.02% |
$158 - $183
|
14.6K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
97+ 0.9% |
$5.11K - $5.91K
|
10.9K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
305+ 3.07% |
$16.1K - $18.6K
|
10.2K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.22K- 5.2% |
$117K - $135K
|
40.4K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-5.45K- 28.43% |
$287K - $332K
|
13.7K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
569+ 13.05% |
$29.9K - $34.7K
|
4.93K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
4.01K+ 28.5% |
$211K - $244K
|
18.1K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.1K+ 29.63% |
$216K - $250K
|
18K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-40- 0.47% |
$2.11K - $2.44K
|
8.43K
$453K
|