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 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
166+ 3.06% |
$8.77K - $9.53K
|
5.59K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
164+ 1.17% |
$8.67K - $9.42K
|
14.1K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
163+ 1.19% |
$8.61K - $9.36K
|
13.9K
$812K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
161+ 1.0% |
$8.51K - $9.25K
|
16.3K
$952K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
160+ 1.15% |
$8.46K - $9.19K
|
14.1K
$823K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
157+ 3.1% |
$8.3K - $9.02K
|
5.22K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
149+ 1.28% |
$7.87K - $8.56K
|
11.8K
$688K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
143New |
$7.56K - $8.21K
|
143
$8.37K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
142+ 3.16% |
$7.5K - $8.16K
|
4.63K
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
140+ 21.88% |
$7.4K - $8.04K
|
780
$45.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.19% |
$7.4K - $8.04K
|
72.1K
$4.22M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
140New |
$7.4K - $8.04K
|
140
$8.19K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
138+ 1725.0% |
$7.29K - $7.93K
|
146
$8.54K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
128New |
$6.76K - $7.35K
|
128
$7.49K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
128+ 1.25% |
$6.76K - $7.35K
|
10.4K
$606K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
125+ 2.94% |
$6.61K - $7.18K
|
4.38K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 4.16% |
$6.61K - $7.18K
|
3.13K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
124New |
$6.55K - $7.12K
|
124
$7.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
120+ 0.46% |
$6.34K - $6.89K
|
26.4K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
117+ 1.48% |
$6.18K - $6.72K
|
8.01K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
116+ 3.95% |
$6.13K - $6.66K
|
3.06K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
116+ 1.33% |
$6.13K - $6.66K
|
8.84K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
116+ 2.37% |
$6.13K - $6.66K
|
5.01K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
116+ 0.56% |
$6.13K - $6.66K
|
20.8K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
112+ 2.76% |
$5.92K - $6.43K
|
4.17K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
108New |
$5.71K - $6.2K
|
108
$6.32K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
105New |
$5.55K - $6.03K
|
105
$6.14K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
103+ 0.86% |
$5.44K - $5.92K
|
12.1K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
101+ 0.83% |
$5.34K - $5.8K
|
12.3K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
101+ 0.83% |
$5.34K - $5.8K
|
12.3K
$718K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 0.71% |
$5.29K - $5.74K
|
14.2K
$829K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 1.44% |
$5.29K - $5.74K
|
7.05K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
100+ 2.4% |
$5.29K - $5.74K
|
4.28K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$5.29K - $5.74K
|
100
$5.85K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$5.29K - $5.74K
|
100
$5.85K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 1.3% |
$5.23K - $5.69K
|
7.72K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
98+ 1.67% |
$5.18K - $5.63K
|
5.96K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
97+ 52.43% |
$5.13K - $5.57K
|
282
$16.5K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
96+ 0.88% |
$5.07K - $5.51K
|
11K
$643K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96+ 137.14% |
$5.07K - $5.51K
|
166
$9.71K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
95+ 1.06% |
$5.02K - $5.46K
|
9.04K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
92New |
$4.86K - $5.28K
|
92
$5.38K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
92New |
$4.86K - $5.28K
|
92
$5.38K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 2.81% |
$4.81K - $5.23K
|
3.33K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
90+ 1.17% |
$4.76K - $5.17K
|
7.82K
$457K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
83+ 0.96% |
$4.39K - $4.77K
|
8.76K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
81+ 0.73% |
$4.28K - $4.65K
|
11.2K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
81+ 1.27% |
$4.28K - $4.65K
|
6.48K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
80+ 0.92% |
$4.23K - $4.59K
|
8.76K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79+ 1.24% |
$4.18K - $4.54K
|
6.48K
$379K
|