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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.78K+ 5.2% |
$147K - $170K
|
56.3K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.7K+ 7.92% |
$142K - $164K
|
36.8K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.66K+ 10.49% |
$140K - $162K
|
28.1K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.58K+ 606.35% |
$136K - $157K
|
3K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.49K+ 50.63% |
$131K - $152K
|
7.42K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.47KNew |
$130K - $150K
|
2.47K
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 16.26% |
$130K - $150K
|
17.6K
$963K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.45K+ 30.25% |
$129K - $149K
|
10.6K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.38KNew |
$125K - $145K
|
2.38K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.37K+ 57.54% |
$125K - $145K
|
6.5K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 59.18% |
$121K - $140K
|
6.18K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.23K+ 11.71% |
$117K - $136K
|
21.2K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.21K+ 17.74% |
$116K - $134K
|
14.6K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 21.66% |
$114K - $133K
|
12.2K
$667K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.16K+ 22.38% |
$114K - $131K
|
11.8K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.06K+ 7.02% |
$108K - $126K
|
31.4K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 0.81% |
$108K - $125K
|
255K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.03K+ 17.33% |
$107K - $124K
|
13.8K
$752K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2K+ 40.0% |
$105K - $122K
|
7K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.97K+ 50.51% |
$104K - $120K
|
5.86K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.93K+ 35.76% |
$102K - $118K
|
7.33K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.92K+ 19.05% |
$101K - $117K
|
12K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.84KNew |
$96.8K - $112K
|
1.84K
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.83K+ 3.28% |
$96K - $111K
|
57.5K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.8K+ 17.31% |
$94.7K - $110K
|
12.2K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.8K+ 2.79% |
$94.7K - $110K
|
66.3K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.78K+ 1.39% |
$93.4K - $108K
|
129K
$7.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.77K+ 12.22% |
$93K - $108K
|
16.2K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75K+ 11.59% |
$92.1K - $107K
|
16.9K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.71K+ 43.09% |
$90.1K - $104K
|
5.69K
$311K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7K+ 18.04% |
$89.5K - $104K
|
11.1K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.63KNew |
$86K - $99.5K
|
1.63K
$89.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.6K+ 10.36% |
$84.2K - $97.4K
|
17K
$931K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.46K+ 8.79% |
$76.6K - $88.7K
|
18K
$984K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 35.65% |
$75.8K - $87.7K
|
5.48K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 4.45% |
$74.8K - $86.6K
|
33.4K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.4K+ 20.31% |
$73.8K - $85.4K
|
8.31K
$454K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39K+ 5.06% |
$72.9K - $84.4K
|
28.8K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.34K+ 2.88% |
$70.5K - $81.6K
|
47.9K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 273.77% |
$67.6K - $78.2K
|
1.75K
$95.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28K+ 21.6% |
$67.3K - $77.9K
|
7.2K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 8.44% |
$65.7K - $76.1K
|
16K
$877K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.24K+ 24.07% |
$65.3K - $75.6K
|
6.4K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.24K+ 18.34% |
$65K - $75.2K
|
7.97K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.2K+ 11.04% |
$63.4K - $73.3K
|
12.1K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 6.26% |
$60.2K - $69.7K
|
19.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09KNew |
$57.5K - $66.5K
|
1.09K
$59.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 1.51% |
$57.4K - $66.5K
|
73.3K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.08K+ 4.41% |
$56.8K - $65.7K
|
25.6K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 16.73% |
$54K - $62.5K
|
7.16K
$391K
|