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 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-673- 15.09% |
$35.6K - $38.7K
|
3.79K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-679- 33.45% |
$35.9K - $39K
|
1.35K
$79K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-680- 6.72% |
$35.9K - $39.1K
|
9.43K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-684- 6.99% |
$36.1K - $39.3K
|
9.11K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-685- 4.15% |
$36.2K - $39.3K
|
15.8K
$925K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-695- 15.91% |
$36.7K - $39.9K
|
3.67K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.75% |
$37K - $40.2K
|
39.3K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-705- 8.84% |
$37.3K - $40.5K
|
7.27K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-711- 6.3% |
$37.6K - $40.8K
|
10.6K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-712- 92.71% |
$37.6K - $40.9K
|
56
$3.28K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-714- 97.67% |
$37.7K - $41K
|
17
$995
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-716- 1.14% |
$37.8K - $41.1K
|
62.1K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-718- 3.24% |
$37.9K - $41.2K
|
21.4K
$1.25M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-719- 11.25% |
$38K - $41.3K
|
5.67K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-729- 1.61% |
$38.5K - $41.9K
|
44.4K
$2.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-750- 3.73% |
$39.6K - $43.1K
|
19.3K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-750- 0.17% |
$39.6K - $43.1K
|
444K
$26M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-752- 3.16% |
$39.7K - $43.2K
|
23K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-766- 1.33% |
$40.5K - $44K
|
56.7K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-785- 6.9% |
$41.5K - $45.1K
|
10.6K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-810- 4.2% |
$42.8K - $46.5K
|
18.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-817- 17.98% |
$43.2K - $46.9K
|
3.73K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-823- 54.72% |
$43.5K - $47.3K
|
681
$39.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-832- 25.49% |
$44K - $47.8K
|
2.43K
$142K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-835- 19.42% |
$44.1K - $48K
|
3.46K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-868- 4.34% |
$45.9K - $49.8K
|
19.1K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-900- 1.73% |
$47.6K - $51.7K
|
51K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-900- 19.99% |
$47.6K - $51.7K
|
3.6K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-900- 0.04% |
$47.6K - $51.7K
|
2.37M
$139M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-900- 5.12% |
$47.6K - $51.7K
|
16.7K
$977K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-904- 1.01% |
$47.8K - $51.9K
|
88.6K
$5.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-910- 55.69% |
$48.1K - $52.3K
|
724
$42.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-913- 5.35% |
$48.3K - $52.4K
|
16.2K
$946K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-944- 13.8% |
$49.9K - $54.2K
|
5.9K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-957- 12.02% |
$50.6K - $55K
|
7K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-987- 0.5% |
$52.2K - $56.7K
|
197K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 0.23% |
$52.9K - $57.4K
|
432K
$25.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 6.09% |
$53.1K - $57.7K
|
15.5K
$907K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 8.69% |
$54K - $58.7K
|
10.7K
$628K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.03K- 14.11% |
$54.3K - $59K
|
6.25K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.07K- 3.98% |
$56.7K - $61.6K
|
25.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.07K- 12.88% |
$56.7K - $61.6K
|
7.25K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.11K- 5.92% |
$58.4K - $63.5K
|
17.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.11K- 13.85% |
$58.5K - $63.5K
|
6.88K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.12K- 9.83% |
$59.4K - $64.6K
|
10.3K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.13K- 0.97% |
$59.7K - $64.9K
|
115K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.14K- 7.55% |
$60.1K - $65.3K
|
13.9K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.17K- 4.23% |
$61.8K - $67.2K
|
26.5K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.21K- 19.46% |
$63.7K - $69.3K
|
4.99K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.22K- 3.74% |
$64.4K - $70K
|
31.4K
$1.84M
|