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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.69% |
$52.9 - $57.4
|
146
$8.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1+ 0.03% |
$52.9 - $57.4
|
2.86K
$168K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$52.9 - $57.4
|
216
$12.7K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1+ 1.0% |
$52.9 - $57.4
|
101
$5.93K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.75% |
$52.9 - $57.4
|
58
$3.41K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$52.9 - $57.4
|
10.9K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.11% |
$52.9 - $57.4
|
930
$54.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2- 0.04% |
$106 - $115
|
5.19K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2- 0.04% |
$106 - $115
|
5.24K
$308K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 0.04% |
$159 - $172
|
7.19K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3- 0.03% |
$159 - $172
|
10.2K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 0.18% |
$370 - $402
|
3.85K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8- 0.06% |
$423 - $459
|
13.4K
$786K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.25% |
$529 - $574
|
3.95K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 3.05% |
$529 - $574
|
318
$18.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.11% |
$634 - $689
|
10.9K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13- 3.49% |
$687 - $747
|
360
$21.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.23% |
$740 - $804
|
6.16K
$362K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-14- 0.01% |
$740 - $804
|
161K
$9.44M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 33.33% |
$793 - $861
|
30
$1.76K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 0.2% |
$793 - $861
|
7.42K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-15- 0.26% |
$793 - $861
|
5.8K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-16- 0.04% |
$846 - $919
|
36.4K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 2.81% |
$898 - $976
|
587
$34.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17- 0.07% |
$898 - $976
|
25.6K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-18- 8.45% |
$951 - $1.03K
|
195
$11.5K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-19- 1.61% |
$1K - $1.09K
|
1.16K
$68.2K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-19- 0.19% |
$1K - $1.09K
|
9.91K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.51% |
$1.06K - $1.15K
|
3.87K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 8.37% |
$1.11K - $1.21K
|
230
$13.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-24- 26.67% |
$1.27K - $1.38K
|
66
$3.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 0.87% |
$1.27K - $1.38K
|
2.75K
$162K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-27- 0.12% |
$1.43K - $1.55K
|
21.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.23% |
$1.43K - $1.55K
|
11.6K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.05% |
$1.59K - $1.72K
|
2.83K
$166K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-34- 0.8% |
$1.8K - $1.95K
|
4.22K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-38- 7.58% |
$2.01K - $2.18K
|
463
$27.2K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-39- 0.58% |
$2.06K - $2.24K
|
6.69K
$393K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-48- 0.79% |
$2.54K - $2.76K
|
6.05K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-48- 0.86% |
$2.54K - $2.76K
|
5.56K
$326K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-53- 11.25% |
$2.8K - $3.04K
|
418
$24.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-58- 0.36% |
$3.07K - $3.33K
|
16.1K
$946K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-58- 0.75% |
$3.07K - $3.33K
|
7.63K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 21.38% |
$3.12K - $3.39K
|
217
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-59- 1.18% |
$3.12K - $3.39K
|
4.93K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 0.6% |
$3.33K - $3.62K
|
10.4K
$610K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-64- 0.79% |
$3.38K - $3.68K
|
8.07K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-64- 1.4% |
$3.38K - $3.68K
|
4.51K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-67- 97.1% |
$3.54K - $3.85K
|
2
$118
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-72- 56.69% |
$3.81K - $4.13K
|
55
$3.23K
|