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 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-777- 1.05% |
$43.8K - $48.3K
|
73.1K
$4.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
65+ 1.07% |
$3.66K - $4.04K
|
6.14K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 7.27% |
$11.3K - $12.4K
|
2.95K
$179K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-325- 3.93% |
$18.3K - $20.2K
|
7.94K
$481K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8New |
$451 - $497
|
8
$484
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
648+ 5.22% |
$36.5K - $40.2K
|
13.1K
$792K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
21+ 0.48% |
$1.18K - $1.3K
|
4.37K
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 111.89% |
$817K - $901K
|
27.5K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-370- 2.31% |
$20.8K - $23K
|
15.6K
$947K
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
5.3KNew |
$298K - $329K
|
5.3K
$321K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.04K+ 3.48% |
$228K - $251K
|
120K
$7.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.01% |
$56.3 - $62.1
|
8.6K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
53+ 0.7% |
$2.98K - $3.29K
|
7.65K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.55K+ 2.83% |
$313K - $345K
|
202K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.46% |
$56.3 - $62.1
|
218
$13.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.12K- 14.42% |
$63.3K - $69.8K
|
6.67K
$404K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.35% |
$113 - $124
|
150
$9.08K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
205+ 6.71% |
$11.5K - $12.7K
|
3.26K
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-853- 5.13% |
$48K - $53K
|
15.8K
$956K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.54K- 12.67% |
$86.7K - $95.6K
|
10.6K
$643K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
39+ 7.09% |
$2.2K - $2.42K
|
589
$35.7K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1- 0.05% |
$56.3 - $62.1
|
2.06K
$125K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 53.57% |
$845 - $932
|
43
$2.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30.6K- 17.35% |
$1.72M - $1.9M
|
146K
$8.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.16K- 85.47% |
$65.3K - $72K
|
197
$11.9K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
186+ 2.0% |
$10.5K - $11.6K
|
9.46K
$573K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
880+ 5.95% |
$49.6K - $54.6K
|
15.7K
$948K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.38K+ 6.34% |
$472K - $520K
|
140K
$8.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
229+ 4.81% |
$12.9K - $14.2K
|
4.99K
$302K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 11.49% |
$14.1K - $15.5K
|
1.93K
$117K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
68+ 2.8% |
$3.83K - $4.22K
|
2.5K
$151K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.89K- 5.13% |
$106K - $117K
|
34.9K
$2.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
424+ 6.31% |
$23.9K - $26.3K
|
7.15K
$433K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.79% |
$845 - $932
|
552
$33.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.43KNew |
$193K - $213K
|
3.43K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-18- 20.45% |
$1.01K - $1.12K
|
70
$4.24K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
119+ 1.32% |
$6.7K - $7.39K
|
9.12K
$552K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-146- 0.6% |
$8.22K - $9.07K
|
24.3K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-465- 7.22% |
$26.2K - $28.9K
|
5.98K
$362K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.87K- 95.35% |
$162K - $178K
|
140
$8.48K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
540+ 7.29% |
$30.4K - $33.5K
|
7.94K
$481K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2KNew |
$113K - $124K
|
2K
$121K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-299- 2.46% |
$16.8K - $18.6K
|
11.8K
$717K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-10- 0.24% |
$563 - $621
|
4.11K
$249K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.78KNew |
$156K - $172K
|
2.78K
$168K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
42+ 0.83% |
$2.37K - $2.61K
|
5.13K
$311K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9New |
$507 - $559
|
9
$545
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
425+ 4.86% |
$23.9K - $26.4K
|
9.17K
$555K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-335- 99.7% |
$18.9K - $20.8K
|
1
$60.6
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
7K+ 54.69% |
$348K - $406K
|
19.8K
$1.2M
|
|