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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-4- 1.3% |
$199 - $232
|
304
$18.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 0.36% |
$795 - $928
|
4.46K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-130K- 86.35% |
$6.48M - $7.57M
|
20.6K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-100- 1.16% |
$4.97K - $5.8K
|
8.49K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.48K - $2.9K
|
50
$3.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
8.01KNew |
$398K - $465K
|
8.01K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-125- 64.1% |
$6.21K - $7.25K
|
70
$4.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
425New |
$21.1K - $24.7K
|
425
$25.7K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
97+ 37.89% |
$4.82K - $5.63K
|
353
$21.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-100- 1.15% |
$4.97K - $5.8K
|
8.6K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20New |
$993 - $1.16K
|
20
$1.21K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-64- 0.39% |
$3.18K - $3.71K
|
16.3K
$984K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.04K+ 16.56% |
$51.7K - $60.4K
|
7.33K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1K+ 435.65% |
$49.8K - $58.1K
|
1.23K
$74.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
370+ 2.0% |
$18.4K - $21.5K
|
18.9K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
2.21MNew |
$110M - $128M
|
2.21M
$134M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
11New |
$546 - $638
|
11
$666
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.1KNew |
$253K - $296K
|
5.1K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.5KNew |
$273K - $319K
|
5.5K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-32- 64.0% |
$1.59K - $1.86K
|
18
$1.09K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-26K- 82.71% |
$1.29M - $1.51M
|
5.44K
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
88New |
$4.37K - $5.1K
|
88
$5.33K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
28.9K+ 24.72% |
$1.43M - $1.67M
|
146K
$8.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.53K+ 12.25% |
$75.9K - $88.6K
|
14K
$848K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
64+ 1.79% |
$3.18K - $3.71K
|
3.65K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-260- 1.44% |
$12.9K - $15.1K
|
17.8K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-6.55K- 33.87% |
$325K - $380K
|
12.8K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51New |
$2.53K - $2.96K
|
51
$3.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.32% |
$497 - $580
|
3.16K
$191K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
300+ 7.92% |
$14.9K - $17.4K
|
4.09K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10- 0.2% |
$497 - $580
|
5K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-12.5K- 42.19% |
$622K - $727K
|
17.2K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
66+ 5.56% |
$3.28K - $3.83K
|
1.25K
$75.8K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-12.6K- 48.63% |
$624K - $729K
|
13.3K
$804K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-200- 4.12% |
$9.93K - $11.6K
|
4.66K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
10.8K+ 9.47% |
$535K - $625K
|
125K
$7.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.18K- 15.91% |
$58.6K - $68.4K
|
6.24K
$378K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-28- 6.17% |
$1.39K - $1.62K
|
426
$25.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
411+ 14.95% |
$20.4K - $23.8K
|
3.16K
$191K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-447- 7.17% |
$22.2K - $25.9K
|
5.79K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-223K- 39.35% |
$11.1M - $12.9M
|
344K
$20.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-360- 5.65% |
$17.9K - $20.9K
|
6.02K
$364K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14New |
$695 - $812
|
14
$848
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-225- 39.13% |
$11.2K - $13.1K
|
350
$21.2K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.67KNew |
$182K - $213K
|
3.67K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.1K- 67.75% |
$1.59M - $1.86M
|
15.3K
$925K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
184+ 2.44% |
$9.14K - $10.7K
|
7.72K
$468K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
200+ 2.99% |
$9.93K - $11.6K
|
6.9K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
33New |
$1.64K - $1.91K
|
33
$2K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.6% |
$199 - $232
|
666
$40.3K
|
|