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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-61- 16.9% |
$3.03K - $3.54K
|
300
$18.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.58% |
$1.24K - $1.45K
|
4.27K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
213New |
$10.6K - $12.4K
|
213
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-324- 0.97% |
$16.1K - $18.8K
|
33K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$199 - $232
|
4
$242
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
151+ 4.04% |
$7.5K - $8.76K
|
3.89K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-33- 1.65% |
$1.64K - $1.91K
|
1.97K
$119K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-25- 0.25% |
$1.24K - $1.45K
|
9.82K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$497 - $580
|
10
$606
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 114.29% |
$397 - $464
|
15
$908
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24+ 0.46% |
$1.19K - $1.39K
|
5.27K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7.43KNew |
$369K - $431K
|
7.43K
$450K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-700- 3.32% |
$34.8K - $40.6K
|
20.4K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$4.97K - $5.8K
|
100
$6.06K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
513+ 5.37% |
$25.5K - $29.8K
|
10.1K
$609K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 0.68% |
$894 - $1.04K
|
2.68K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-561- 12.86% |
$27.9K - $32.5K
|
3.8K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-250- 5.75% |
$12.4K - $14.5K
|
4.1K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
116KNew |
$5.77M - $6.74M
|
116K
$7.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.57% |
$298 - $348
|
1.06K
$64.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-339- 67.94% |
$16.8K - $19.7K
|
160
$9.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
260KNew |
$12.9M - $15.1M
|
260K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$3.13K - $3.65K
|
63
$3.82K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.17% |
$1.19K - $1.39K
|
14.2K
$860K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250+ 11.11% |
$12.4K - $14.5K
|
2.5K
$151K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.16KNew |
$207K - $241K
|
4.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 5.81% |
$248 - $290
|
91
$5.51K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 14.14% |
$695 - $812
|
85
$5.15K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-498- 7.97% |
$24.7K - $28.9K
|
5.75K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-90- 1.15% |
$4.47K - $5.22K
|
7.73K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
399+ 11.65% |
$19.8K - $23.1K
|
3.82K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-496- 9.05% |
$24.6K - $28.8K
|
4.99K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
320+ 2.65% |
$15.9K - $18.6K
|
12.4K
$752K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
63.9K+ 28.74% |
$3.17M - $3.71M
|
286K
$17.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 9.15% |
$19.9K - $23.2K
|
3.97K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-550- 12.3% |
$27.3K - $31.9K
|
3.92K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.55K- 34.74% |
$127K - $148K
|
4.79K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-647- 11.81% |
$32.1K - $37.5K
|
4.83K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
226+ 1.23% |
$11.2K - $13.1K
|
18.6K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-195- 15.83% |
$9.68K - $11.3K
|
1.04K
$62.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
325New |
$16.1K - $18.9K
|
325
$19.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 13.59% |
$6.6K - $7.71K
|
846
$51.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$5.15K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.75% |
$1.24K - $1.45K
|
1.46K
$88.1K
|
|
| Q1 2025 | |||||||
|
Jan 05, 2026
Q1 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-5- 50.0% |
$264 - $287
|
5
$303
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-4.18KClosed |
$221K - $240K
|
0
$0
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.49KNew |
$78.6K - $85.4K
|
1.49K
$90.1K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
82.7KNew |
$4.37M - $4.75M
|
82.7K
$5.01M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-500Closed |
$26.4K - $28.7K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
20New |
$1.06K - $1.15K
|
20
$1.21K
|
|