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 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.03K+ 17.33% |
$107K - $124K
|
13.8K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.86K+ 15.61% |
$256K - $296K
|
36K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-985- 5.45% |
$51.8K - $60K
|
17.1K
$917K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32- 0.41% |
$1.68K - $1.95K
|
7.82K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
410+ 4.56% |
$21.6K - $25K
|
9.41K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.26K - $1.46K
|
1.04K
$55.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 35.65% |
$75.8K - $87.7K
|
5.48K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-260- 4.88% |
$13.7K - $15.8K
|
5.06K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.81% |
$2K - $2.31K
|
4.71K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-134- 2.24% |
$7.05K - $8.16K
|
5.85K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-105- 1.27% |
$5.53K - $6.4K
|
8.13K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
594+ 3.73% |
$31.3K - $36.2K
|
16.5K
$887K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.17% |
$1.74K - $2.01K
|
19.6K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 8.49% |
$178K - $206K
|
43.3K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.25K- 17.27% |
$65.6K - $76K
|
5.98K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
219+ 1.59% |
$11.5K - $13.3K
|
14K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.17M- 96.52% |
$61.6M - $71.3M
|
42.2K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 8.3% |
$112K - $130K
|
23.6K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.21K+ 17.74% |
$116K - $134K
|
14.6K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 273.77% |
$67.6K - $78.2K
|
1.75K
$94.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
20.8KNew |
$1.1M - $1.27M
|
20.8K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-207- 2.7% |
$10.9K - $12.6K
|
7.47K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-249- 18.64% |
$13.1K - $15.2K
|
1.09K
$58.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.73K+ 1.02% |
$196K - $227K
|
369K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-418- 0.81% |
$22K - $25.5K
|
51.4K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500New |
$26.3K - $30.5K
|
500
$26.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
417+ 4.21% |
$21.9K - $25.4K
|
10.3K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.23% |
$579 - $670
|
4.72K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.94% |
$105 - $122
|
215
$11.5K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
100+ 26.18% |
$5.26K - $6.09K
|
482
$25.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-8- 0.1% |
$421 - $487
|
7.7K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
974+ 10.46% |
$51.3K - $59.3K
|
10.3K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 32.36% |
$137K - $159K
|
5.45K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.95K+ 5.64% |
$208K - $241K
|
73.9K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
86+ 1.1% |
$4.53K - $5.24K
|
7.89K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.8K+ 2.79% |
$94.7K - $110K
|
66.3K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.63KNew |
$86K - $99.5K
|
1.63K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.19% |
$579 - $670
|
937
$50.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.2K+ 6.57% |
$591K - $684K
|
182K
$9.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.23KNew |
$275K - $319K
|
5.23K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 0.82% |
$86.7K - $100K
|
199K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.66K- 10.73% |
$140K - $162K
|
22.1K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.74% |
$68.5K - $79.3K
|
73.4K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1K+ 5.78% |
$52.6K - $60.9K
|
18.3K
$984K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-50- 52.08% |
$2.63K - $3.05K
|
46
$2.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
461+ 8.02% |
$24.3K - $28.1K
|
6.21K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 8.74% |
$26.3K - $30.5K
|
6.22K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-397- 5.49% |
$20.9K - $24.2K
|
6.84K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-771- 4.27% |
$40.6K - $47K
|
17.3K
$928K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 1.47% |
$211 - $244
|
276
$14.8K
|