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 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 1.74% |
$188K - $207K
|
196K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
56+ 2.54% |
$3.15K - $3.48K
|
2.26K
$137K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-275- 0.79% |
$15.5K - $17.1K
|
34.5K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$751K - $828K
|
13.3K
$807K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.8% |
$507 - $559
|
1.13K
$68.3K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-122- 95.31% |
$6.87K - $7.58K
|
6
$363
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.58KNew |
$202K - $223K
|
3.58K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.73KNew |
$379K - $418K
|
6.73K
$407K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
650+ 26.53% |
$36.6K - $40.4K
|
3.1K
$188K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
149+ 3.29% |
$8.39K - $9.25K
|
4.67K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-357- 5.95% |
$20.1K - $22.2K
|
5.64K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
431+ 4.17% |
$24.3K - $26.8K
|
10.8K
$653K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
737+ 4.37% |
$41.5K - $45.8K
|
17.6K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.44KNew |
$194K - $214K
|
3.44K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
310New |
$17.5K - $19.3K
|
310
$18.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
8New |
$451 - $497
|
8
$484
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
101+ 2.65% |
$5.69K - $6.27K
|
3.91K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-150- 0.49% |
$8.45K - $9.32K
|
30.3K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 8.87% |
$65K - $71.7K
|
14.2K
$858K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-81- 0.57% |
$4.56K - $5.03K
|
14K
$848K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1K+ 26.85% |
$56.3K - $62.1K
|
4.73K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
693+ 18.34% |
$39K - $43K
|
4.47K
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.14% |
$507 - $559
|
6.58K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.7K- 9.2% |
$152K - $168K
|
26.6K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
78+ 5.7% |
$4.39K - $4.84K
|
1.45K
$87.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-30- 0.53% |
$1.69K - $1.86K
|
5.64K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.04K- 11.55% |
$58.6K - $64.6K
|
7.97K
$482K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-180- 90.0% |
$10.1K - $11.2K
|
20
$1.21K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2+ 0.01% |
$113 - $124
|
14.1K
$856K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.09K+ 11.6% |
$230K - $254K
|
39.4K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.83KNew |
$328K - $362K
|
5.83K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
566+ 13.28% |
$31.9K - $35.1K
|
4.83K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
312+ 8.33% |
$17.6K - $19.4K
|
4.06K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9.21KNew |
$519K - $572K
|
9.21K
$558K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-480- 9.61% |
$27K - $29.8K
|
4.52K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
35+ 0.76% |
$1.97K - $2.17K
|
4.62K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
66+ 0.75% |
$3.72K - $4.1K
|
8.91K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-107- 1.13% |
$6.03K - $6.64K
|
9.36K
$567K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.9K- 6.1% |
$1.29M - $1.42M
|
352K
$21.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.05K+ 45.32% |
$510K - $562K
|
29K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-11K- 13.02% |
$620K - $683K
|
73.5K
$4.45M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.66K- 8.43% |
$150K - $165K
|
28.9K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
560+ 8.69% |
$31.5K - $34.8K
|
7K
$424K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
100+ 62.89% |
$5.63K - $6.21K
|
259
$15.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.47K- 2.57% |
$196K - $216K
|
132K
$7.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.91K- 6.49% |
$164K - $181K
|
41.9K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$169 - $186
|
3
$182
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
600+ 7.82% |
$33.8K - $37.3K
|
8.28K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.1KNew |
$62.2K - $68.6K
|
1.1K
$66.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-694- 1.01% |
$39.1K - $43.1K
|
68K
$4.12M
|
|