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 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
45+ 0.92% |
$2.38K - $2.58K
|
4.95K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 0.16% |
$2.33K - $2.53K
|
26.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
43+ 0.09% |
$2.27K - $2.47K
|
49.4K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43+ 2.89% |
$2.27K - $2.47K
|
1.53K
$89.7K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
41New |
$2.17K - $2.35K
|
41
$2.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41+ 455.56% |
$2.17K - $2.35K
|
50
$2.93K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.41% |
$2.11K - $2.3K
|
9.8K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39+ 0.52% |
$2.06K - $2.24K
|
7.61K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
37+ 0.31% |
$1.96K - $2.12K
|
12.1K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 0.44% |
$1.96K - $2.12K
|
8.42K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36+ 15.45% |
$1.9K - $2.07K
|
269
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.81% |
$1.8K - $1.95K
|
4.25K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
34+ 0.32% |
$1.8K - $1.95K
|
10.7K
$625K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$1.64K - $1.78K
|
31
$1.81K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.37% |
$1.59K - $1.72K
|
8.16K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 2.76% |
$1.59K - $1.72K
|
1.12K
$65.4K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 6.23% |
$1.32K - $1.44K
|
426
$24.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $1.44K
|
25
$1.46K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 0.27% |
$1.16K - $1.26K
|
8.26K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
22New |
$1.16K - $1.26K
|
22
$1.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 1.19% |
$1.16K - $1.26K
|
1.88K
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.55% |
$1.16K - $1.26K
|
4.05K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21New |
$1.11K - $1.21K
|
21
$1.23K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
20New |
$1.06K - $1.15K
|
20
$1.17K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
20+ 0.07% |
$1.06K - $1.15K
|
26.9K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 0.29% |
$1.06K - $1.15K
|
7K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.06K - $1.15K
|
20
$1.17K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
18+ 0.33% |
$951 - $1.03K
|
5.5K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.33% |
$846 - $919
|
4.9K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
15+ 0.28% |
$793 - $861
|
5.36K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15+ 5.19% |
$793 - $861
|
304
$17.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 1.13% |
$793 - $861
|
1.34K
$78.4K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
14New |
$740 - $804
|
14
$819
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
14+ 0.31% |
$740 - $804
|
4.5K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.13% |
$634 - $689
|
1.08K
$63K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 0.67% |
$529 - $574
|
1.5K
$87.6K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$529 - $574
|
10
$585
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.12% |
$529 - $574
|
8.65K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
10+ 0.5% |
$529 - $574
|
2K
$117K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9+ 0.19% |
$476 - $517
|
4.65K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9New |
$476 - $517
|
9
$527
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8+ 1.64% |
$423 - $459
|
497
$29.1K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.09% |
$423 - $459
|
8.63K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7+ 0.17% |
$370 - $402
|
4.22K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.29% |
$370 - $402
|
2.39K
$140K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$370 - $402
|
7
$410
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
5+ 0.08% |
$264 - $287
|
6.43K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 23.81% |
$264 - $287
|
26
$1.52K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5+ 62.5% |
$264 - $287
|
13
$761
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.08% |
$264 - $287
|
6.6K
$386K
|