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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.13KNew |
$345K - $381K
|
6.13K
$371K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.64K+ 13.14% |
$149K - $164K
|
22.7K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4K+ 50.27% |
$225K - $249K
|
12K
$724K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 106.86% |
$486K - $536K
|
16.7K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07K- 20.9% |
$60.4K - $66.6K
|
4.06K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.11% |
$225 - $248
|
3.8K
$230K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 0.27% |
$225 - $248
|
1.49K
$90.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
676+ 7.43% |
$38.1K - $42K
|
9.78K
$592K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-571- 9.85% |
$32.2K - $35.5K
|
5.23K
$317K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.57K+ 20.46% |
$144K - $159K
|
15.1K
$914K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-420- 3.84% |
$23.7K - $26.1K
|
10.5K
$637K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.14K- 23.87% |
$64K - $70.6K
|
3.63K
$220K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-80- 0.54% |
$4.51K - $4.97K
|
14.6K
$886K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-55- 0.77% |
$3.1K - $3.42K
|
7.05K
$427K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-123- 2.42% |
$6.93K - $7.64K
|
4.95K
$300K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-142- 0.64% |
$8K - $8.82K
|
21.9K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.64K- 19.98% |
$149K - $164K
|
10.6K
$640K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-569- 2.79% |
$32K - $35.3K
|
19.8K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
3.32KNew |
$187K - $206K
|
3.32K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$188K - $207K
|
3.33K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-800- 9.46% |
$45.1K - $49.7K
|
7.66K
$464K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
689+ 5.38% |
$38.8K - $42.8K
|
13.5K
$817K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
42New |
$2.37K - $2.61K
|
42
$2.54K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.99KNew |
$225K - $248K
|
3.99K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1+ 0.0% |
$56.3 - $62.1
|
28.5K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
694+ 7.91% |
$39.1K - $43.1K
|
9.46K
$573K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
$378K - $417K
|
6.71K
$406K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
13+ 0.2% |
$732 - $807
|
6.48K
$392K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-637- 2.06% |
$35.9K - $39.6K
|
30.3K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.2KNew |
$574K - $633K
|
10.2K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
140+ 2.37% |
$7.88K - $8.69K
|
6.05K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
514New |
$28.9K - $31.9K
|
514
$31.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.12% |
$4.84K - $5.34K
|
4.13K
$250K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-779- 15.93% |
$43.9K - $48.4K
|
4.11K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.22K+ 46.14% |
$238K - $262K
|
13.4K
$810K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
577+ 2.78% |
$32.5K - $35.8K
|
21.3K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-300- 1.95% |
$16.9K - $18.6K
|
15.1K
$915K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.62K+ 8.69% |
$260K - $287K
|
57.8K
$3.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-230- 1.66% |
$13K - $14.3K
|
13.6K
$823K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
97+ 2.02% |
$5.46K - $6.02K
|
4.9K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
700+ 4.73% |
$39.4K - $43.5K
|
15.5K
$939K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.16K+ 6.14% |
$234K - $258K
|
71.9K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 0.7% |
$451 - $497
|
1.15K
$69.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-387K- 87.92% |
$21.8M - $24.1M
|
53.2K
$3.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
384+ 5.98% |
$21.6K - $23.8K
|
6.8K
$412K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.58K+ 3.0% |
$88.9K - $98K
|
54.1K
$3.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.26% |
$1.69K - $1.86K
|
11.6K
$703K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.09K+ 9.24% |
$61.5K - $67.8K
|
12.9K
$782K
|
|