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 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-78- 6.84% |
$4.12K - $4.48K
|
1.06K
$62.1K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 12.42% |
$4.12K - $4.48K
|
550
$32.2K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-80- 1.01% |
$4.23K - $4.59K
|
7.86K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-80- 1.1% |
$4.23K - $4.59K
|
7.21K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-86- 1.67% |
$4.55K - $4.94K
|
5.08K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-87- 2.03% |
$4.6K - $5K
|
4.21K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-90- 1.78% |
$4.76K - $5.17K
|
4.95K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-90- 0.6% |
$4.76K - $5.17K
|
15K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-91- 0.94% |
$4.81K - $5.23K
|
9.55K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-91- 16.95% |
$4.81K - $5.23K
|
446
$26.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-95- 84.07% |
$5.02K - $5.46K
|
18
$1.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-96- 5.73% |
$5.07K - $5.51K
|
1.58K
$92.4K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-98- 0.03% |
$5.18K - $5.63K
|
300K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-99- 16.47% |
$5.23K - $5.69K
|
502
$29.4K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-100- 20.75% |
$5.29K - $5.74K
|
382
$22.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-100- 1.28% |
$5.29K - $5.74K
|
7.72K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-100- 0.49% |
$5.29K - $5.74K
|
20.3K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.51% |
$5.29K - $5.74K
|
19.5K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.04% |
$5.29K - $5.74K
|
243K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 2.52% |
$5.29K - $5.74K
|
3.87K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 1.69% |
$5.29K - $5.74K
|
5.8K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 3.58% |
$5.29K - $5.74K
|
2.69K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-103- 16.25% |
$5.44K - $5.92K
|
531
$31.1K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-106- 18.83% |
$5.6K - $6.09K
|
457
$26.7K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-110- 35.48% |
$5.81K - $6.32K
|
200
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-110- 0.03% |
$5.81K - $6.32K
|
417K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-113- 0.07% |
$5.97K - $6.49K
|
172K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-115- 0.82% |
$6.08K - $6.6K
|
13.9K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-116- 6.19% |
$6.13K - $6.66K
|
1.76K
$103K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-116- 0.97% |
$6.13K - $6.66K
|
11.9K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 0.45% |
$6.29K - $6.83K
|
26.5K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-120- 80.54% |
$6.34K - $6.89K
|
29
$1.7K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-127- 2.63% |
$6.71K - $7.29K
|
4.7K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-128- 0.83% |
$6.76K - $7.35K
|
15.4K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-129- 0.15% |
$6.82K - $7.41K
|
85.7K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-132- 2.57% |
$6.98K - $7.58K
|
5K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-137- 3.44% |
$7.24K - $7.87K
|
3.85K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-140- 2.57% |
$7.4K - $8.04K
|
5.3K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-142- 2.7% |
$7.5K - $8.16K
|
5.12K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-144- 0.13% |
$7.61K - $8.27K
|
113K
$6.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-146- 2.79% |
$7.72K - $8.38K
|
5.08K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-147- 0.76% |
$7.77K - $8.44K
|
19.1K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-147- 2.76% |
$7.77K - $8.44K
|
5.18K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.57% |
$7.93K - $8.61K
|
4.05K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-151- 0.99% |
$7.98K - $8.67K
|
15.2K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-153- 3.11% |
$8.09K - $8.79K
|
4.76K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-156- 0.39% |
$8.24K - $8.96K
|
40.3K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-158- 1.85% |
$8.35K - $9.07K
|
8.39K
$491K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-169- 2.77% |
$8.93K - $9.71K
|
5.94K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-170- 2.86% |
$8.98K - $9.76K
|
5.78K
$338K
|