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 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
114+ 10.73% |
$5.66K - $6.61K
|
1.18K
$71.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
113+ 1.76% |
$5.61K - $6.55K
|
6.54K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
111+ 1.28% |
$5.51K - $6.44K
|
8.76K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
111+ 0.11% |
$5.51K - $6.44K
|
97.8K
$5.97M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
110New |
$5.46K - $6.38K
|
110
$6.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
106+ 0.71% |
$5.26K - $6.15K
|
15K
$916K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 384.62% |
$4.97K - $5.8K
|
126
$7.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$4.97K - $5.8K
|
100
$6.11K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
97+ 37.89% |
$4.82K - $5.63K
|
353
$21.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96+ 1.13% |
$4.77K - $5.57K
|
8.61K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
95+ 20.56% |
$4.72K - $5.51K
|
557
$34K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
89+ 0.99% |
$4.42K - $5.16K
|
9.12K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
89+ 31.56% |
$4.42K - $5.16K
|
371
$22.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
88+ 2.63% |
$4.37K - $5.1K
|
3.44K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
88New |
$4.37K - $5.1K
|
88
$5.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$5.19K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$5.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
83+ 8.92% |
$4.12K - $4.81K
|
1.01K
$61.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
81+ 1.41% |
$4.02K - $4.7K
|
5.82K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
79+ 0.56% |
$3.92K - $4.58K
|
14.1K
$864K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 5.51% |
$3.87K - $4.52K
|
1.49K
$91.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 2.34% |
$3.77K - $4.41K
|
3.32K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
71+ 0.28% |
$3.53K - $4.12K
|
25.6K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 1.1% |
$3.53K - $4.12K
|
6.5K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
70+ 2.94% |
$3.48K - $4.06K
|
2.45K
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
68+ 0.66% |
$3.38K - $3.94K
|
10.4K
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
66+ 5.56% |
$3.28K - $3.83K
|
1.25K
$76.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
64+ 1.79% |
$3.18K - $3.71K
|
3.65K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
63+ 15.67% |
$3.13K - $3.65K
|
465
$28.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$3.13K - $3.65K
|
63
$3.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
61+ 67.78% |
$3.03K - $3.54K
|
151
$9.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
57+ 1.02% |
$2.83K - $3.31K
|
5.66K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
56+ 0.52% |
$2.78K - $3.25K
|
10.9K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
52+ 31.33% |
$2.58K - $3.02K
|
218
$13.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51New |
$2.53K - $2.96K
|
51
$3.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.48K - $2.9K
|
50
$3.05K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
50+ 1.86% |
$2.48K - $2.9K
|
2.74K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49New |
$2.43K - $2.84K
|
49
$2.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48+ 0.57% |
$2.38K - $2.78K
|
8.47K
$518K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 4.21% |
$2.28K - $2.67K
|
1.14K
$69.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
43New |
$2.14K - $2.49K
|
43
$2.63K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 1.08% |
$2.14K - $2.49K
|
4.03K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
39+ 7.77% |
$1.94K - $2.26K
|
541
$33K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
37+ 0.31% |
$1.84K - $2.15K
|
12.1K
$740K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
37+ 6.08% |
$1.84K - $2.15K
|
646
$39.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.69K - $1.97K
|
34
$2.08K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.8% |
$1.69K - $1.97K
|
4.29K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33+ 0.26% |
$1.64K - $1.91K
|
12.7K
$776K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
33New |
$1.64K - $1.91K
|
33
$2.02K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 1.2% |
$1.44K - $1.68K
|
2.44K
$149K
|