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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$24.6K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
413+ 4.23% |
$21.8K - $23.7K
|
10.2K
$588K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
403+ 7.09% |
$21.3K - $23.1K
|
6.09K
$351K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
402+ 3.46% |
$21.2K - $23.1K
|
12K
$693K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402New |
$21.2K - $23.1K
|
402
$23.2K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
393+ 8.2% |
$20.8K - $22.6K
|
5.18K
$299K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
386+ 1.05% |
$20.4K - $22.2K
|
37.2K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
382+ 1.73% |
$20.2K - $21.9K
|
22.5K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
377+ 70.07% |
$19.9K - $21.7K
|
915
$52.8K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
368+ 4.67% |
$19.4K - $21.1K
|
8.26K
$476K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
361New |
$19.1K - $20.7K
|
361
$20.8K
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
359+ 5.52% |
$19K - $20.6K
|
6.86K
$396K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
355+ 4.21% |
$18.8K - $20.4K
|
8.79K
$507K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335+ 3.16% |
$17.7K - $19.2K
|
10.9K
$631K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
331New |
$17.5K - $19K
|
331
$19.1K
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
329+ 4.48% |
$17.4K - $18.9K
|
7.68K
$443K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
324+ 0.54% |
$17.1K - $18.6K
|
60.8K
$3.51M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
319+ 10.89% |
$16.9K - $18.3K
|
3.25K
$187K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
311+ 3.52% |
$16.4K - $17.9K
|
9.15K
$528K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
309+ 1.46% |
$16.3K - $17.7K
|
21.5K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
300+ 7.06% |
$15.9K - $17.2K
|
4.55K
$262K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
297+ 4.2% |
$15.7K - $17.1K
|
7.38K
$426K
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
279+ 6.13% |
$14.7K - $16K
|
4.83K
$278K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
273New |
$14.4K - $15.7K
|
273
$15.7K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
262+ 3.67% |
$13.8K - $15K
|
7.4K
$427K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
250+ 5.48% |
$13.2K - $14.4K
|
4.81K
$278K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
250+ 1.56% |
$13.2K - $14.4K
|
16.3K
$941K
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
249+ 2.0% |
$13.2K - $14.3K
|
12.7K
$734K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
249+ 0.74% |
$13.2K - $14.3K
|
33.9K
$1.95M
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
247+ 1.79% |
$13.1K - $14.2K
|
14K
$809K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
246+ 215.79% |
$13K - $14.1K
|
360
$20.8K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
242New |
$12.8K - $13.9K
|
242
$14K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
235New |
$12.4K - $13.5K
|
235
$13.6K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
228+ 3.01% |
$12K - $13.1K
|
7.8K
$450K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 7.3% |
$12K - $13.1K
|
3.35K
$193K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
227+ 782.76% |
$12K - $13K
|
256
$14.8K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
220+ 3.77% |
$11.6K - $12.6K
|
6.05K
$349K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
210+ 5.59% |
$11.1K - $12.1K
|
3.97K
$229K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
209+ 40.19% |
$11K - $12K
|
729
$42.1K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
208+ 4.64% |
$11K - $11.9K
|
4.69K
$270K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
202+ 1.12% |
$10.7K - $11.6K
|
18.2K
$1.05M
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
198+ 3.27% |
$10.5K - $11.4K
|
6.25K
$361K
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
189+ 2.57% |
$9.99K - $10.9K
|
7.54K
$435K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
183+ 1.72% |
$9.67K - $10.5K
|
10.8K
$625K
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
180+ 0.7% |
$9.51K - $10.3K
|
25.9K
$1.49M
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
175+ 1.53% |
$9.25K - $10.1K
|
11.6K
$668K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
166+ 3.06% |
$8.77K - $9.53K
|
5.59K
$322K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
164+ 1.17% |
$8.67K - $9.42K
|
14.1K
$815K
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
161+ 1.0% |
$8.51K - $9.25K
|
16.3K
$939K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
160+ 1.15% |
$8.46K - $9.19K
|
14.1K
$811K
|