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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
830+ 1.71% |
$41.2K - $48.1K
|
49.4K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
818+ 4.5% |
$40.6K - $47.4K
|
19K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
803+ 20.42% |
$39.9K - $46.6K
|
4.74K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
792+ 1.76% |
$39.3K - $45.9K
|
45.8K
$2.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
778+ 11.11% |
$38.6K - $45.1K
|
7.78K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
772+ 0.18% |
$38.3K - $44.8K
|
441K
$26.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
760+ 20.11% |
$37.7K - $44.1K
|
4.54K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
748+ 4.3% |
$37.1K - $43.4K
|
18.1K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
745+ 5.36% |
$37K - $43.2K
|
14.6K
$894K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
731+ 1.66% |
$36.3K - $42.4K
|
44.8K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
727+ 0.95% |
$36.1K - $42.2K
|
77.2K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
725+ 3.47% |
$36K - $42.1K
|
21.6K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
700+ 4.76% |
$34.8K - $40.6K
|
15.4K
$942K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
699+ 7.49% |
$34.7K - $40.5K
|
10K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
696+ 17.76% |
$34.6K - $40.4K
|
4.62K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
690New |
$34.3K - $40K
|
690
$42.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
687+ 43.48% |
$34.1K - $39.8K
|
2.27K
$138K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
684+ 0.93% |
$34K - $39.7K
|
73.9K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
680+ 5.55% |
$33.8K - $39.4K
|
12.9K
$790K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
656+ 13.04% |
$32.6K - $38K
|
5.69K
$347K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
655+ 5038.46% |
$32.5K - $38K
|
668
$40.8K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
646+ 16.4% |
$32.1K - $37.5K
|
4.59K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
645+ 10.32% |
$32K - $37.4K
|
6.9K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
634+ 16.62% |
$31.5K - $36.8K
|
4.45K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
622+ 24.95% |
$30.9K - $36.1K
|
3.12K
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
610+ 15.31% |
$30.3K - $35.4K
|
4.59K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
610+ 5.99% |
$30.3K - $35.4K
|
10.8K
$659K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
603+ 10.29% |
$29.9K - $35K
|
6.46K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
587+ 9.57% |
$29.2K - $34K
|
6.72K
$411K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
565+ 1.83% |
$28.1K - $32.8K
|
31.5K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
550+ 2.08% |
$27.3K - $31.9K
|
27K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
534+ 3.56% |
$26.5K - $31K
|
15.5K
$950K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
533+ 5.43% |
$26.5K - $30.9K
|
10.4K
$633K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
533+ 10.78% |
$26.5K - $30.9K
|
5.48K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
522New |
$25.9K - $30.3K
|
522
$31.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
517+ 4.58% |
$25.7K - $30K
|
11.8K
$721K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
513+ 5.37% |
$25.5K - $29.8K
|
10.1K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
498+ 4.01% |
$24.7K - $28.9K
|
12.9K
$789K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
497+ 1.47% |
$24.7K - $28.8K
|
34.4K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 6.07% |
$24.3K - $28.4K
|
8.56K
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
488+ 1.83% |
$24.2K - $28.3K
|
27.2K
$1.66M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
476+ 0.9% |
$23.6K - $27.6K
|
53.6K
$3.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
473+ 2.88% |
$23.5K - $27.4K
|
16.9K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
466+ 6.12% |
$23.1K - $27K
|
8.09K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
456+ 0.88% |
$22.6K - $26.4K
|
52.5K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
447+ 1.95% |
$22.2K - $25.9K
|
23.3K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
445New |
$22.1K - $25.8K
|
445
$27.2K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
444+ 3.7% |
$22K - $25.8K
|
12.4K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
436+ 2.54% |
$21.7K - $25.3K
|
17.6K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433+ 6.18% |
$21.5K - $25.1K
|
7.44K
$455K
|