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 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
6New |
$288 - $351
|
6
$322
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.8K- 31.34% |
$86.6K - $106K
|
3.95K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35.7K- 90.67% |
$1.72M - $2.09M
|
3.68K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
17+ 3.51% |
$816 - $995
|
501
$26.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-614- 12.5% |
$29.5K - $35.9K
|
4.3K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
882+ 3.12% |
$42.3K - $51.6K
|
29.2K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 60.0% |
$3.6K - $4.39K
|
50
$2.69K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.8KNew |
$182K - $222K
|
3.8K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.77KNew |
$181K - $221K
|
3.77K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.64KNew |
$175K - $213K
|
3.64K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.67KNew |
$176K - $215K
|
3.67K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8.09K+ 5781.43% |
$389K - $474K
|
8.23K
$442K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.55KNew |
$170K - $208K
|
3.55K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
175+ 9.89% |
$8.4K - $10.2K
|
1.95K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.44% |
$480 - $585
|
2.29K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 19.88% |
$1.58K - $1.93K
|
199
$10.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-400- 2.2% |
$19.2K - $23.4K
|
17.8K
$955K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
718+ 8.62% |
$34.5K - $42K
|
9.05K
$486K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.7K- 39.4% |
$178K - $216K
|
5.69K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-240- 12.35% |
$11.5K - $14K
|
1.7K
$91.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 3.0% |
$6K - $7.32K
|
4.05K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
9.01KNew |
$433K - $527K
|
9.01K
$484K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
59+ 0.77% |
$2.83K - $3.45K
|
7.68K
$412K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1K- 7.38% |
$48K - $58.5K
|
12.5K
$674K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
870+ 92.95% |
$41.8K - $50.9K
|
1.81K
$97K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-63- 0.68% |
$3.02K - $3.69K
|
9.14K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.01% |
$432 - $527
|
81.4K
$4.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
267+ 32.01% |
$12.8K - $15.6K
|
1.1K
$59.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$96 - $117
|
2
$107
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.5KNew |
$168K - $205K
|
3.5K
$188K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 4.66% |
$9.6K - $11.7K
|
4.09K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-18.1K- 48.14% |
$867K - $1.06M
|
19.5K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.1K- 23.73% |
$52.8K - $64.3K
|
3.53K
$190K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.89K- 5.0% |
$229K - $264K
|
92.8K
$4.99M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-28.1KClosed |
$1.32M - $1.52M
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-671- 11.96% |
$31.4K - $36.2K
|
4.94K
$265K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.25KClosed |
$199K - $229K
|
0
$0
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2K- 18.11% |
$93.7K - $108K
|
9.04K
$486K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
71New |
$3.33K - $3.83K
|
71
$3.81K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.18K- 13.93% |
$55.3K - $63.6K
|
7.29K
$392K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.41KNew |
$160K - $184K
|
3.41K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-380- 3.24% |
$17.8K - $20.5K
|
11.4K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$937 - $1.08K
|
20
$1.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
244New |
$11.4K - $13.2K
|
244
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-391- 38.37% |
$18.3K - $21.1K
|
628
$33.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-324- 6.55% |
$15.2K - $17.5K
|
4.63K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41New |
$1.92K - $2.21K
|
41
$2.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.2KNew |
$573K - $660K
|
12.2K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
52.5KNew |
$2.46M - $2.83M
|
52.5K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
495+ 11.92% |
$23.2K - $26.7K
|
4.65K
$250K
|
|