Purchases and Sales Made in Q1 2025 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 2025. The information is specifically focused on institutions that hold shares of DOMINION ENERGY, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
688+ 0.95% |
$36.4K - $39.5K
|
72.8K
$4.26M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
665+ 5.66% |
$35.1K - $38.2K
|
12.4K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
651+ 10.24% |
$34.4K - $37.4K
|
7.01K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
635+ 3.51% |
$33.6K - $36.5K
|
18.7K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
631+ 3.39% |
$33.3K - $36.2K
|
19.2K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
628+ 222.7% |
$33.2K - $36.1K
|
910
$53.2K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
625+ 2.2% |
$33K - $35.9K
|
29.1K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
624+ 8.61% |
$33K - $35.8K
|
7.87K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
624+ 3.94% |
$33K - $35.8K
|
16.5K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
616+ 7.02% |
$32.6K - $35.4K
|
9.39K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
610+ 9.54% |
$32.2K - $35K
|
7K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
604+ 5.73% |
$31.9K - $34.7K
|
11.2K
$653K
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
604New |
$31.9K - $34.7K
|
604
$35.3K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
601New |
$31.8K - $34.5K
|
601
$35.2K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
600+ 8.94% |
$31.7K - $34.5K
|
7.31K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
600+ 6.74% |
$31.7K - $34.5K
|
9.5K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
590+ 6.09% |
$31.2K - $33.9K
|
10.3K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
586+ 3.26% |
$31K - $33.7K
|
18.5K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
575+ 8.75% |
$30.4K - $33K
|
7.15K
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
557+ 3.48% |
$29.4K - $32K
|
16.6K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
548New |
$29K - $31.5K
|
548
$32.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
541+ 191.84% |
$28.6K - $31.1K
|
823
$48.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
519+ 5.68% |
$27.4K - $29.8K
|
9.66K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
516+ 9.65% |
$27.3K - $29.6K
|
5.86K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
514+ 5.52% |
$27.2K - $29.5K
|
9.82K
$575K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
502+ 3.34% |
$26.5K - $28.8K
|
15.5K
$908K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
500+ 8.55% |
$26.4K - $28.7K
|
6.35K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$26.4K - $28.7K
|
500
$29.3K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500+ 166.67% |
$26.4K - $28.7K
|
800
$46.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
490+ 11.55% |
$25.9K - $28.1K
|
4.73K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
486New |
$25.7K - $27.9K
|
486
$28.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
480+ 1.43% |
$25.4K - $27.6K
|
34.1K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
455+ 4.81% |
$24K - $26.1K
|
9.91K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
454New |
$24K - $26.1K
|
454
$26.6K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
451+ 11.93% |
$23.8K - $25.9K
|
4.23K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
446+ 2.53% |
$23.6K - $25.6K
|
18.1K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
434+ 126.16% |
$22.9K - $24.9K
|
778
$45.5K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
427+ 0.89% |
$22.6K - $24.5K
|
48.4K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$24.9K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
426New |
$22.5K - $24.5K
|
426
$24.9K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
413+ 4.23% |
$21.8K - $23.7K
|
10.2K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
403+ 7.09% |
$21.3K - $23.1K
|
6.09K
$356K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402New |
$21.2K - $23.1K
|
402
$23.5K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
402+ 3.46% |
$21.2K - $23.1K
|
12K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
393+ 8.2% |
$20.8K - $22.6K
|
5.18K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
386+ 1.05% |
$20.4K - $22.2K
|
37.2K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
382+ 1.73% |
$20.2K - $21.9K
|
22.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
377+ 70.07% |
$19.9K - $21.7K
|
915
$53.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
376+ 34.94% |
$19.9K - $21.6K
|
1.45K
$85K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
368+ 4.67% |
$19.4K - $21.1K
|
8.26K
$483K
|