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 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
4.8KNew |
$254K - $276K
|
4.8K
$277K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.76KNew |
$251K - $273K
|
4.76K
$274K
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.71K+ 4.1% |
$249K - $271K
|
120K
$6.9M
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.6K+ 6.88% |
$243K - $264K
|
71.4K
$4.12M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.51K+ 6.2% |
$238K - $259K
|
77.2K
$4.46M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.49K+ 262.51% |
$237K - $258K
|
6.2K
$358K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.46K+ 1.1% |
$236K - $256K
|
409K
$23.6M
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
4.46KNew |
$236K - $256K
|
4.46K
$257K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.32KNew |
$228K - $248K
|
4.32K
$249K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.29K+ 38.47% |
$227K - $247K
|
15.5K
$892K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$223K - $243K
|
4.23K
$244K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21KNew |
$223K - $242K
|
4.21K
$243K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
4.17K+ 32.75% |
$220K - $239K
|
16.9K
$975K
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.13KNew |
$218K - $237K
|
4.13K
$238K
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.13K+ 42.07% |
$218K - $237K
|
13.9K
$804K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.09KNew |
$216K - $235K
|
4.09K
$236K
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.04KNew |
$214K - $232K
|
4.04K
$233K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.02KNew |
$213K - $231K
|
4.02K
$232K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.01KNew |
$212K - $230K
|
4.01K
$231K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4KNew |
$211K - $229K
|
4K
$231K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.98KNew |
$211K - $229K
|
3.98K
$230K
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.96K+ 15.83% |
$209K - $228K
|
29K
$1.67M
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$228K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$228K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.93KNew |
$208K - $226K
|
3.93K
$227K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.93K+ 33.32% |
$208K - $226K
|
15.7K
$907K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.93KNew |
$207K - $225K
|
3.93K
$226K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.92KNew |
$207K - $225K
|
3.92K
$226K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.92KNew |
$207K - $225K
|
3.92K
$226K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.91KNew |
$206K - $224K
|
3.91K
$225K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.9K+ 8.52% |
$206K - $224K
|
49.7K
$2.87M
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.82K+ 5.29% |
$202K - $219K
|
76K
$4.39M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.82K+ 18.57% |
$202K - $219K
|
24.4K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.82KNew |
$202K - $219K
|
3.82K
$220K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.8KNew |
$201K - $218K
|
3.8K
$219K
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.8K+ 40.0% |
$201K - $218K
|
13.3K
$767K
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
3.8K+ 32.45% |
$201K - $218K
|
15.5K
$895K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.78K+ 14.05% |
$200K - $217K
|
30.7K
$1.77M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.74KNew |
$198K - $215K
|
3.74K
$216K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.74KNew |
$197K - $215K
|
3.74K
$215K
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.73KNew |
$197K - $214K
|
3.73K
$215K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.73KNew |
$197K - $214K
|
3.73K
$215K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$196K - $212K
|
3.7K
$213K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.69KNew |
$195K - $212K
|
3.69K
$213K
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$195K - $212K
|
3.69K
$213K
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.68KNew |
$194K - $211K
|
3.68K
$212K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.67K+ 13.52% |
$194K - $211K
|
30.8K
$1.78M
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.64KNew |
$192K - $209K
|
3.64K
$210K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.59K+ 81.71% |
$190K - $206K
|
7.99K
$461K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.59KNew |
$190K - $206K
|
3.59K
$207K
|