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 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 1.2% |
$1.44K - $1.68K
|
2.44K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 7.95% |
$1.39K - $1.62K
|
380
$23.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.36% |
$1.39K - $1.62K
|
7.8K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
27+ 0.63% |
$1.34K - $1.57K
|
4.34K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
26+ 2.6% |
$1.29K - $1.51K
|
1.03K
$62.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 3.61% |
$1.24K - $1.45K
|
718
$43.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.53% |
$1.24K - $1.45K
|
4.76K
$291K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.75% |
$1.24K - $1.45K
|
1.46K
$88.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24+ 0.46% |
$1.19K - $1.39K
|
5.27K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.17% |
$1.19K - $1.39K
|
14.2K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 0.16% |
$1.14K - $1.33K
|
14.5K
$886K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$1.14K - $1.33K
|
1.9K
$116K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
22+ 15.07% |
$1.09K - $1.28K
|
168
$10.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20New |
$993 - $1.16K
|
20
$1.22K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19+ 0.11% |
$944 - $1.1K
|
17.2K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 0.68% |
$894 - $1.04K
|
2.68K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 94.44% |
$844 - $986
|
35
$2.14K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.31% |
$844 - $986
|
5.51K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 0.36% |
$795 - $928
|
4.46K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 1.19% |
$795 - $928
|
1.36K
$82.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14New |
$695 - $812
|
14
$855
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
14+ 0.23% |
$695 - $812
|
6K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
12+ 2.19% |
$596 - $696
|
560
$34.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12+ 133.33% |
$596 - $696
|
21
$1.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11New |
$546 - $638
|
11
$672
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
11New |
$546 - $638
|
11
$672
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.16% |
$546 - $638
|
960
$58.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
10+ 0.12% |
$497 - $580
|
8.48K
$518K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$497 - $580
|
10
$611
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 55.56% |
$497 - $580
|
28
$1.71K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.9% |
$497 - $580
|
1.12K
$68.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9+ 0.15% |
$447 - $522
|
5.97K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.09% |
$397 - $464
|
8.64K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 25.81% |
$397 - $464
|
39
$2.38K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.07% |
$397 - $464
|
10.9K
$669K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 114.29% |
$397 - $464
|
15
$916
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.11% |
$348 - $406
|
6.42K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.19% |
$348 - $406
|
3.7K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.57% |
$298 - $348
|
1.06K
$64.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.13% |
$298 - $348
|
537
$32.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.06% |
$248 - $290
|
7.71K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.08% |
$248 - $290
|
6.61K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.12% |
$248 - $290
|
4.23K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 5.81% |
$248 - $290
|
91
$5.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$199 - $232
|
7.72K
$472K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$199 - $232
|
4
$244
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.09% |
$199 - $232
|
4.43K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
3+ 0.06% |
$149 - $174
|
4.74K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
3+ 0.03% |
$149 - $174
|
10.1K
$620K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
3+ 2.97% |
$149 - $174
|
104
$6.35K
|