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 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$46.9 - $53.9
|
1
$60.6
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
557New |
$26.1K - $30K
|
557
$33.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.78KNew |
$83.4K - $96K
|
1.78K
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.63KNew |
$76.3K - $87.9K
|
1.63K
$98.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.6KNew |
$75.1K - $86.5K
|
1.6K
$97.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 170.0% |
$4.78K - $5.5K
|
162
$9.81K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
52KNew |
$2.44M - $2.8M
|
52K
$3.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.3K- 20.72% |
$60.9K - $70.1K
|
4.97K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
120New |
$5.62K - $6.47K
|
120
$7.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.36K- 3.08% |
$110K - $127K
|
74.2K
$4.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.19K- 13.26% |
$55.6K - $64K
|
7.76K
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 24.68% |
$69K - $79.4K
|
4.49K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.63K- 3.21% |
$264K - $303K
|
169K
$10.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.74K+ 232.34% |
$128K - $148K
|
3.92K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-375- 36.91% |
$17.6K - $20.2K
|
641
$38.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$609 - $701
|
13
$787
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-89- 18.2% |
$4.17K - $4.8K
|
400
$24.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-108- 3.97% |
$5.06K - $5.83K
|
2.61K
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.86K- 30.53% |
$87.2K - $100K
|
4.23K
$256K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.01KNew |
$47.1K - $54.3K
|
1.01K
$60.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
8.57K+ 52.1% |
$401K - $462K
|
25K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
200+ 3.2% |
$9.37K - $10.8K
|
6.46K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
723New |
$33.9K - $39K
|
723
$43.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 21.21% |
$57.9K - $66.6K
|
4.59K
$278K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
760New |
$35.6K - $41K
|
760
$46K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.68KNew |
$313K - $360K
|
6.68K
$405K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$70.3K - $80.9K
|
1.5K
$90.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-240- 81.08% |
$11.2K - $12.9K
|
56
$3.39K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-111- 2.29% |
$5.2K - $5.99K
|
4.73K
$286K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 5.0% |
$4.69K - $5.39K
|
1.9K
$115K
|
|
| Q1 2024 | |||||||
|
Oct 30, 2025
Q1 2024
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 13.25% |
$44.2K - $49.2K
|
6.55K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
932New |
$41.1K - $45.8K
|
932
$56.4K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
7.95KNew |
$351K - $391K
|
7.95K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$44.2 - $49.2
|
85
$5.15K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
97New |
$4.28K - $4.77K
|
97
$5.87K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-66- 14.7% |
$2.91K - $3.25K
|
383
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$654K - $728K
|
14.8K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 17.14% |
$83.2K - $92.7K
|
9.11K
$552K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-478- 24.78% |
$21.1K - $23.5K
|
1.45K
$87.9K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.9KNew |
$305K - $339K
|
6.9K
$418K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
7.36KNew |
$325K - $362K
|
7.36K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101+ 11.28% |
$4.46K - $4.97K
|
996
$60.3K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.41K- 26.07% |
$150K - $168K
|
9.66K
$585K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-311- 0.91% |
$13.7K - $15.3K
|
33.8K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.8K- 20.43% |
$1.27M - $1.42M
|
112K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.8K+ 78.64% |
$1.49M - $1.66M
|
76.8K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.98KNew |
$87.3K - $97.2K
|
1.98K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33New |
$1.46K - $1.62K
|
33
$2K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.2KNew |
$185K - $207K
|
4.2K
$254K
|
|