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 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
149+ 1.28% |
$7.87K - $8.56K
|
11.8K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
143New |
$7.56K - $8.21K
|
143
$8.25K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
142+ 3.16% |
$7.5K - $8.16K
|
4.63K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
140New |
$7.4K - $8.04K
|
140
$8.08K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.19% |
$7.4K - $8.04K
|
72.1K
$4.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
140+ 21.88% |
$7.4K - $8.04K
|
780
$45K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
138+ 1725.0% |
$7.29K - $7.93K
|
146
$8.42K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
128+ 1.25% |
$6.76K - $7.35K
|
10.4K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
128New |
$6.76K - $7.35K
|
128
$7.38K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 4.16% |
$6.61K - $7.18K
|
3.13K
$180K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
125+ 2.94% |
$6.61K - $7.18K
|
4.38K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
124New |
$6.55K - $7.12K
|
124
$7.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
120+ 0.46% |
$6.34K - $6.89K
|
26.4K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
117+ 1.48% |
$6.18K - $6.72K
|
8.01K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
116+ 0.56% |
$6.13K - $6.66K
|
20.8K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
116+ 1.33% |
$6.13K - $6.66K
|
8.84K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
112+ 2.76% |
$5.92K - $6.43K
|
4.17K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
108New |
$5.71K - $6.2K
|
108
$6.23K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
105New |
$5.55K - $6.03K
|
105
$6.06K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
103+ 0.86% |
$5.44K - $5.92K
|
12.1K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
101+ 0.83% |
$5.34K - $5.8K
|
12.3K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
101+ 0.83% |
$5.34K - $5.8K
|
12.3K
$708K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$5.29K - $5.74K
|
100
$5.77K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$5.29K - $5.74K
|
100
$5.77K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 1.44% |
$5.29K - $5.74K
|
7.05K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 1.3% |
$5.23K - $5.69K
|
7.72K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
98+ 1.67% |
$5.18K - $5.63K
|
5.96K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
97+ 52.43% |
$5.13K - $5.57K
|
282
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96+ 137.14% |
$5.07K - $5.51K
|
166
$9.58K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
96+ 0.88% |
$5.07K - $5.51K
|
11K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
95+ 1.06% |
$5.02K - $5.46K
|
9.04K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
92New |
$4.86K - $5.28K
|
92
$5.31K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
92New |
$4.86K - $5.28K
|
92
$5.31K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 2.81% |
$4.81K - $5.23K
|
3.33K
$192K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
83+ 0.96% |
$4.39K - $4.77K
|
8.76K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
81+ 1.27% |
$4.28K - $4.65K
|
6.48K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79+ 1.24% |
$4.18K - $4.54K
|
6.48K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
76+ 542.86% |
$4.02K - $4.36K
|
90
$5.19K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
73+ 13.62% |
$3.86K - $4.19K
|
609
$35.1K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72New |
$3.81K - $4.13K
|
72
$4.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
68+ 1.18% |
$3.59K - $3.91K
|
5.81K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
65+ 0.53% |
$3.44K - $3.73K
|
12.3K
$708K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
64New |
$3.38K - $3.68K
|
64
$3.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
62+ 0.4% |
$3.28K - $3.56K
|
15.5K
$893K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
59+ 5.24% |
$3.12K - $3.39K
|
1.19K
$68.4K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58+ 1.56% |
$3.07K - $3.33K
|
3.78K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50+ 0.37% |
$2.64K - $2.87K
|
13.5K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.18% |
$2.64K - $2.87K
|
4.3K
$248K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
46+ 17.56% |
$2.43K - $2.64K
|
308
$17.8K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
45+ 0.45% |
$2.38K - $2.58K
|
10.1K
$585K
|