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 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
76+ 542.86% |
$4.02K - $4.36K
|
90
$5.29K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
73+ 13.62% |
$3.86K - $4.19K
|
609
$35.8K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72New |
$3.81K - $4.13K
|
72
$4.23K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
68+ 1.18% |
$3.59K - $3.91K
|
5.81K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
67+ 0.77% |
$3.54K - $3.85K
|
8.75K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
65+ 0.53% |
$3.44K - $3.73K
|
12.3K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
64New |
$3.38K - $3.68K
|
64
$3.76K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
62+ 0.4% |
$3.28K - $3.56K
|
15.5K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
59+ 5.24% |
$3.12K - $3.39K
|
1.19K
$69.7K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58+ 1.56% |
$3.07K - $3.33K
|
3.78K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
54+ 4.85% |
$2.85K - $3.1K
|
1.17K
$68.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 5.1% |
$2.8K - $3.04K
|
1.09K
$64.2K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
52+ 0.18% |
$2.75K - $2.99K
|
29.2K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.18% |
$2.64K - $2.87K
|
4.3K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50+ 0.37% |
$2.64K - $2.87K
|
13.5K
$792K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
46+ 17.56% |
$2.43K - $2.64K
|
308
$18.1K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
45+ 0.92% |
$2.38K - $2.58K
|
4.95K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
45+ 0.45% |
$2.38K - $2.58K
|
10.1K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 0.16% |
$2.33K - $2.53K
|
26.7K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43+ 2.89% |
$2.27K - $2.47K
|
1.53K
$90.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
43+ 0.09% |
$2.27K - $2.47K
|
49.4K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41+ 455.56% |
$2.17K - $2.35K
|
50
$2.94K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
41New |
$2.17K - $2.35K
|
41
$2.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.41% |
$2.11K - $2.3K
|
9.8K
$576K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
39+ 0.83% |
$2.06K - $2.24K
|
4.75K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39+ 0.52% |
$2.06K - $2.24K
|
7.61K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 0.44% |
$1.96K - $2.12K
|
8.42K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
37+ 0.31% |
$1.96K - $2.12K
|
12.1K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36+ 15.45% |
$1.9K - $2.07K
|
269
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35+ 0.81% |
$1.85K - $2.01K
|
4.35K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
34+ 0.32% |
$1.8K - $1.95K
|
10.7K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.81% |
$1.8K - $1.95K
|
4.25K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
33+ 0.57% |
$1.74K - $1.9K
|
5.86K
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$1.64K - $1.78K
|
31
$1.82K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
30+ 0.25% |
$1.59K - $1.72K
|
12K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 2.76% |
$1.59K - $1.72K
|
1.12K
$65.6K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.37% |
$1.59K - $1.72K
|
8.16K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 1.22% |
$1.53K - $1.67K
|
2.41K
$142K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
29+ 0.18% |
$1.53K - $1.67K
|
16K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $1.44K
|
25
$1.47K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 6.23% |
$1.32K - $1.44K
|
426
$25K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
23+ 0.54% |
$1.22K - $1.32K
|
4.32K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.55% |
$1.16K - $1.26K
|
4.05K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 1.19% |
$1.16K - $1.26K
|
1.88K
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
22New |
$1.16K - $1.26K
|
22
$1.29K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 0.27% |
$1.16K - $1.26K
|
8.26K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21+ 14.79% |
$1.11K - $1.21K
|
163
$9.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
21+ 0.53% |
$1.11K - $1.21K
|
3.98K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21New |
$1.11K - $1.21K
|
21
$1.23K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.06K - $1.15K
|
20
$1.18K
|