Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.65KNew |
$455K - $527K
|
8.65K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.5KNew |
$447K - $518K
|
8.5K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.26K+ 6503.94% |
$435K - $503K
|
8.39K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.11K+ 68.27% |
$427K - $494K
|
20K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.01K+ 7.83% |
$422K - $488K
|
110K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.63K+ 12.2% |
$402K - $465K
|
70.2K
$3.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
7.5K+ 34.09% |
$395K - $457K
|
29.5K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.07K+ 83.84% |
$372K - $431K
|
15.5K
$847K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.8KNew |
$358K - $414K
|
6.8K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.71KNew |
$353K - $409K
|
6.71K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.16KNew |
$324K - $375K
|
6.16K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93K+ 5.44% |
$312K - $361K
|
115K
$6.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.85K+ 8.52% |
$308K - $357K
|
74.5K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.83K+ 363.98% |
$307K - $355K
|
7.43K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.69K+ 92.13% |
$299K - $346K
|
11.9K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.68KNew |
$299K - $346K
|
5.68K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.45K+ 22.47% |
$287K - $332K
|
29.7K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.44KNew |
$286K - $331K
|
5.44K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.42KNew |
$285K - $330K
|
5.42K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.23KNew |
$275K - $319K
|
5.23K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.1KNew |
$268K - $311K
|
5.1K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.94K+ 14.2% |
$260K - $301K
|
39.7K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.88KNew |
$257K - $297K
|
4.88K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.86K+ 15.61% |
$256K - $296K
|
36K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.71KNew |
$248K - $287K
|
4.71K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.67K+ 37.61% |
$246K - $285K
|
17.1K
$934K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.63K+ 83.08% |
$243K - $282K
|
10.2K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.62K+ 6.85% |
$243K - $282K
|
72.1K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.61K+ 70.43% |
$243K - $281K
|
11.2K
$610K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.61K+ 7.41% |
$243K - $281K
|
66.8K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.55KNew |
$239K - $277K
|
4.55K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.5K+ 10.9% |
$237K - $274K
|
45.8K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.48K+ 9.5% |
$236K - $273K
|
51.6K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$221K - $256K
|
4.2K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.1K+ 29.63% |
$216K - $250K
|
18K
$981K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.02K+ 2.64% |
$211K - $245K
|
156K
$8.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
4.01K+ 28.5% |
$211K - $244K
|
18.1K
$987K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.95K+ 5.64% |
$208K - $241K
|
73.9K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.81K+ 18.68% |
$200K - $232K
|
24.2K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.73K+ 1.02% |
$196K - $227K
|
369K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.61K+ 6.35% |
$190K - $220K
|
60.5K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.55K+ 64.27% |
$187K - $216K
|
9.08K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.41K+ 25.74% |
$180K - $208K
|
16.7K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 8.49% |
$178K - $206K
|
43.3K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.33K+ 43.86% |
$175K - $203K
|
10.9K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.13K+ 94.44% |
$165K - $191K
|
6.44K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 23.99% |
$164K - $190K
|
16.1K
$881K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.87K+ 18.86% |
$151K - $175K
|
18.1K
$989K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
2.8K+ 400.0% |
$147K - $171K
|
3.5K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.79K+ 3.17% |
$147K - $170K
|
90.7K
$4.95M
|