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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
361New |
$19.1K - $20.7K
|
361
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
359+ 5.52% |
$19K - $20.6K
|
6.86K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
355+ 4.21% |
$18.8K - $20.4K
|
8.79K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
353+ 0.21% |
$18.7K - $20.3K
|
171K
$9.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
352+ 4.31% |
$18.6K - $20.2K
|
8.51K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335+ 3.16% |
$17.7K - $19.2K
|
10.9K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
331New |
$17.5K - $19K
|
331
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
329+ 4.48% |
$17.4K - $18.9K
|
7.68K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
324+ 0.54% |
$17.1K - $18.6K
|
60.8K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
319+ 10.89% |
$16.9K - $18.3K
|
3.25K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
311+ 3.52% |
$16.4K - $17.9K
|
9.15K
$535K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
310+ 0.92% |
$16.4K - $17.8K
|
33.9K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
309+ 1.46% |
$16.3K - $17.7K
|
21.5K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
300+ 7.06% |
$15.9K - $17.2K
|
4.55K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
297+ 4.2% |
$15.7K - $17.1K
|
7.38K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
279+ 6.65% |
$14.7K - $16K
|
4.48K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
279+ 6.13% |
$14.7K - $16K
|
4.83K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
275+ 3.34% |
$14.5K - $15.8K
|
8.51K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
273New |
$14.4K - $15.7K
|
273
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
267+ 4.59% |
$14.1K - $15.3K
|
6.08K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
262+ 3.96% |
$13.8K - $15K
|
6.88K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
262+ 3.67% |
$13.8K - $15K
|
7.4K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
250+ 2.92% |
$13.2K - $14.4K
|
8.81K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
250+ 6.1% |
$13.2K - $14.4K
|
4.35K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
250+ 1.56% |
$13.2K - $14.4K
|
16.3K
$955K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
250+ 5.48% |
$13.2K - $14.4K
|
4.81K
$282K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
249+ 0.74% |
$13.2K - $14.3K
|
33.9K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
249+ 2.0% |
$13.2K - $14.3K
|
12.7K
$745K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
247+ 1.69% |
$13.1K - $14.2K
|
14.9K
$870K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
247+ 1.79% |
$13.1K - $14.2K
|
14K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
246+ 215.79% |
$13K - $14.1K
|
360
$21.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
242New |
$12.8K - $13.9K
|
242
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
235New |
$12.4K - $13.5K
|
235
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 7.3% |
$12K - $13.1K
|
3.35K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
228+ 3.01% |
$12K - $13.1K
|
7.8K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
227+ 782.76% |
$12K - $13K
|
256
$15K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
220+ 3.77% |
$11.6K - $12.6K
|
6.05K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
210+ 5.59% |
$11.1K - $12.1K
|
3.97K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
209+ 40.19% |
$11K - $12K
|
729
$42.7K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
208+ 4.64% |
$11K - $11.9K
|
4.69K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
202+ 1.12% |
$10.7K - $11.6K
|
18.2K
$1.07M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
198+ 3.27% |
$10.5K - $11.4K
|
6.25K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
193+ 3.31% |
$10.2K - $11.1K
|
6.02K
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
189+ 2.57% |
$9.99K - $10.9K
|
7.54K
$441K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 1.88% |
$9.78K - $10.6K
|
10K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
183+ 1.72% |
$9.67K - $10.5K
|
10.8K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
180+ 3.24% |
$9.51K - $10.3K
|
5.74K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
180+ 0.7% |
$9.51K - $10.3K
|
25.9K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
175+ 1.53% |
$9.25K - $10.1K
|
11.6K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
170+ 1.23% |
$8.98K - $9.76K
|
13.9K
$816K
|