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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
422+ 5.36% |
$21K - $24.5K
|
8.29K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
416+ 3.51% |
$20.7K - $24.1K
|
12.3K
$749K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
411+ 14.95% |
$20.4K - $23.8K
|
3.16K
$193K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
404+ 3.31% |
$20.1K - $23.4K
|
12.6K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
400New |
$19.9K - $23.2K
|
400
$24.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
400+ 3.01% |
$19.9K - $23.2K
|
13.7K
$837K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
399+ 11.65% |
$19.8K - $23.1K
|
3.82K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
395+ 10.21% |
$19.6K - $22.9K
|
4.26K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
391New |
$19.4K - $22.7K
|
391
$23.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
388+ 9.94% |
$19.3K - $22.5K
|
4.29K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
387+ 5.32% |
$19.2K - $22.4K
|
7.66K
$468K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
380+ 14.46% |
$18.9K - $22K
|
3.01K
$184K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
377+ 0.94% |
$18.7K - $21.9K
|
40.6K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
371+ 13.28% |
$18.4K - $21.5K
|
3.16K
$193K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
370+ 2.0% |
$18.4K - $21.5K
|
18.9K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
361+ 4.05% |
$17.9K - $20.9K
|
9.28K
$567K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
355+ 6.28% |
$17.6K - $20.6K
|
6.01K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
353+ 490.28% |
$17.5K - $20.5K
|
425
$26K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
352+ 1.78% |
$17.5K - $20.4K
|
20.1K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
332+ 1.18% |
$16.5K - $19.3K
|
28.5K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
331New |
$16.4K - $19.2K
|
331
$20.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
325New |
$16.1K - $18.9K
|
325
$19.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
321+ 0.1% |
$15.9K - $18.6K
|
332K
$20.3M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
320+ 2.65% |
$15.9K - $18.6K
|
12.4K
$759K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
317+ 1.26% |
$15.7K - $18.4K
|
25.4K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
315+ 3.82% |
$15.6K - $18.3K
|
8.56K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
310+ 4.56% |
$15.4K - $18K
|
7.11K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
310+ 0.81% |
$15.4K - $18K
|
38.7K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
300+ 7.92% |
$14.9K - $17.4K
|
4.09K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
296+ 1.17% |
$14.7K - $17.2K
|
25.5K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
295+ 5.28% |
$14.6K - $17.1K
|
5.88K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
284+ 2.66% |
$14.1K - $16.5K
|
11K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
283+ 4.68% |
$14.1K - $16.4K
|
6.33K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
281+ 1.41% |
$14K - $16.3K
|
20.2K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
274+ 3.32% |
$13.6K - $15.9K
|
8.54K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
270+ 0.89% |
$13.4K - $15.7K
|
30.4K
$1.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
270+ 5.61% |
$13.4K - $15.7K
|
5.08K
$311K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
266New |
$13.2K - $15.4K
|
266
$16.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
264+ 36.21% |
$13.1K - $15.3K
|
993
$60.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
262New |
$13K - $15.2K
|
262
$16K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
259+ 123.33% |
$12.9K - $15K
|
469
$28.7K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
259+ 0.46% |
$12.9K - $15K
|
56.9K
$3.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
256+ 2.71% |
$12.7K - $14.8K
|
9.69K
$592K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
252+ 10.09% |
$12.5K - $14.6K
|
2.75K
$168K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250+ 11.11% |
$12.4K - $14.5K
|
2.5K
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
246+ 6.55% |
$12.2K - $14.3K
|
4K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
245+ 6.85% |
$12.2K - $14.2K
|
3.82K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
244+ 2.79% |
$12.1K - $14.2K
|
9K
$550K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
236New |
$11.7K - $13.7K
|
236
$14.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
236+ 3.21% |
$11.7K - $13.7K
|
7.6K
$464K
|