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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
236+ 3.21% |
$11.7K - $13.7K
|
7.6K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
231+ 4.1% |
$11.5K - $13.4K
|
5.87K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
230+ 2.38% |
$11.4K - $13.3K
|
9.89K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226+ 0.33% |
$11.2K - $13.1K
|
69.2K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
226+ 1.23% |
$11.2K - $13.1K
|
18.6K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
222+ 82.53% |
$11K - $12.9K
|
491
$30K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
221+ 1.81% |
$11K - $12.8K
|
12.4K
$759K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
217+ 2.93% |
$10.8K - $12.6K
|
7.61K
$465K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
215+ 0.28% |
$10.7K - $12.5K
|
76.2K
$4.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
213New |
$10.6K - $12.4K
|
213
$13K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
211+ 67.41% |
$10.5K - $12.2K
|
524
$32K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
208+ 1.69% |
$10.3K - $12.1K
|
12.5K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
206+ 3.21% |
$10.2K - $11.9K
|
6.62K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.14% |
$9.93K - $11.6K
|
139K
$8.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
200+ 2.99% |
$9.93K - $11.6K
|
6.9K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
199+ 1.18% |
$9.88K - $11.5K
|
17.1K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
193+ 0.59% |
$9.58K - $11.2K
|
32.7K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
191+ 0.07% |
$9.49K - $11.1K
|
274K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
190New |
$9.44K - $11K
|
190
$11.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
189+ 11.75% |
$9.39K - $11K
|
1.8K
$110K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
188+ 3.11% |
$9.34K - $10.9K
|
6.23K
$381K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
186+ 0.64% |
$9.24K - $10.8K
|
29.2K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
184+ 2.42% |
$9.14K - $10.7K
|
7.8K
$476K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
184+ 2.44% |
$9.14K - $10.7K
|
7.72K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
183+ 0.58% |
$9.09K - $10.6K
|
31.8K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
183+ 2.09% |
$9.09K - $10.6K
|
8.94K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
181New |
$8.99K - $10.5K
|
181
$11.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
172+ 1.43% |
$8.54K - $9.98K
|
12.2K
$744K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
169+ 4.45% |
$8.39K - $9.8K
|
3.97K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 79.34% |
$8.39K - $9.8K
|
382
$23.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
169+ 1.04% |
$8.39K - $9.8K
|
16.4K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.38% |
$8.39K - $9.8K
|
5.18K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
168+ 0.38% |
$8.34K - $9.74K
|
44.6K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
158+ 2.06% |
$7.85K - $9.16K
|
7.84K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
157+ 1.31% |
$7.8K - $9.11K
|
12.2K
$743K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
157+ 1.13% |
$7.8K - $9.11K
|
14K
$858K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
151+ 4.04% |
$7.5K - $8.76K
|
3.89K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
148+ 0.95% |
$7.35K - $8.58K
|
15.7K
$957K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
148+ 1.85% |
$7.35K - $8.58K
|
8.16K
$498K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
145+ 1.15% |
$7.2K - $8.41K
|
12.8K
$782K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
140+ 0.29% |
$6.95K - $8.12K
|
49K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
137+ 1.14% |
$6.8K - $7.95K
|
12.1K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
134+ 1.78% |
$6.65K - $7.77K
|
7.67K
$469K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 2.68% |
$6.46K - $7.54K
|
4.99K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
126+ 1.16% |
$6.26K - $7.31K
|
11K
$671K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
123+ 3.25% |
$6.11K - $7.13K
|
3.9K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
121+ 9.62% |
$6.01K - $7.02K
|
1.38K
$84.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
120+ 1.47% |
$5.96K - $6.96K
|
8.28K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
117+ 71.78% |
$5.81K - $6.79K
|
280
$17.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 1933.33% |
$5.76K - $6.73K
|
122
$7.45K
|