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
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-174- 1.05% |
$9.2K - $9.99K
|
16.4K
$960K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-176- 1.23% |
$9.3K - $10.1K
|
14.1K
$827K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-180- 3.28% |
$9.51K - $10.3K
|
5.31K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-180- 2.08% |
$9.51K - $10.3K
|
8.47K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-184- 6.41% |
$9.72K - $10.6K
|
2.69K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-193- 1.44% |
$10.2K - $11.1K
|
13.2K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-195- 3.86% |
$10.3K - $11.2K
|
4.85K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-199- 6.81% |
$10.5K - $11.4K
|
2.72K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 2.86% |
$10.6K - $11.5K
|
6.8K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-201- 2.32% |
$10.6K - $11.5K
|
8.47K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-205- 0.33% |
$10.8K - $11.8K
|
61.7K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-206- 39.69% |
$10.9K - $11.8K
|
313
$18.3K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-207- 43.58% |
$10.9K - $11.9K
|
268
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-209- 2.67% |
$11K - $12K
|
7.62K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-212- 1.43% |
$11.2K - $12.2K
|
14.7K
$857K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.19% |
$11.4K - $12.3K
|
112K
$6.56M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-224- 2.2% |
$11.8K - $12.9K
|
9.96K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-228- 2.65% |
$12K - $13.1K
|
8.37K
$490K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-232- 0.97% |
$12.3K - $13.3K
|
23.7K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-232- 1.49% |
$12.3K - $13.3K
|
15.4K
$898K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-240- 0.33% |
$12.7K - $13.8K
|
73.2K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-240- 3.53% |
$12.7K - $13.8K
|
6.56K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-240- 1.54% |
$12.7K - $13.8K
|
15.3K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-242- 1.89% |
$12.8K - $13.9K
|
12.6K
$735K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-251- 6.13% |
$13.3K - $14.4K
|
3.84K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-252- 33.56% |
$13.3K - $14.5K
|
499
$29.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-255- 4.1% |
$13.5K - $14.6K
|
5.97K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-255- 46.03% |
$13.5K - $14.6K
|
299
$17.5K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-260- 3.09% |
$13.7K - $14.9K
|
8.15K
$477K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-263- 73.46% |
$13.9K - $15.1K
|
95
$5.56K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-263- 1.78% |
$13.9K - $15.1K
|
14.5K
$848K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-266- 2.64% |
$14.1K - $15.3K
|
9.8K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-270- 2.4% |
$14.3K - $15.5K
|
11K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-272- 1.13% |
$14.4K - $15.6K
|
23.8K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-282- 32.91% |
$14.9K - $16.2K
|
575
$33.6K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-282- 0.68% |
$14.9K - $16.2K
|
41.1K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-287- 1.85% |
$15.2K - $16.5K
|
15.2K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-295- 4.46% |
$15.6K - $16.9K
|
6.32K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-300- 13.04% |
$15.9K - $17.2K
|
2K
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-300- 1.64% |
$15.9K - $17.2K
|
18K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 0.74% |
$15.9K - $17.2K
|
40.2K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 5.82% |
$15.9K - $17.2K
|
4.86K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-302- 2.44% |
$16K - $17.3K
|
12.1K
$708K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-305- 9.81% |
$16.1K - $17.5K
|
2.81K
$164K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-305- 3.98% |
$16.1K - $17.5K
|
7.36K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-305- 5.17% |
$16.1K - $17.5K
|
5.6K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-308- 0.69% |
$16.3K - $17.7K
|
44K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-309- 2.38% |
$16.3K - $17.7K
|
12.7K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-309- 7.31% |
$16.3K - $17.7K
|
3.92K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-309- 11.03% |
$16.3K - $17.7K
|
2.49K
$146K
|