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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.22K- 3.74% |
$64.4K - $70K
|
31.4K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1.26K- 99.6% |
$66.5K - $72.2K
|
5
$294
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.26K- 8.14% |
$66.7K - $72.5K
|
14.2K
$837K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 10.42% |
$66.8K - $72.6K
|
10.9K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 3.53% |
$68.7K - $74.7K
|
35.5K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 6.73% |
$69.1K - $75.1K
|
18.1K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.31K- 4.79% |
$69.4K - $75.4K
|
26.1K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.32K- 12.91% |
$69.9K - $75.9K
|
8.92K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.33K- 1.84% |
$70.1K - $76.2K
|
70.8K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.35K- 38.9% |
$71.2K - $77.4K
|
2.12K
$124K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.36K- 0.75% |
$71.9K - $78.2K
|
181K
$10.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 15.32% |
$74K - $80.4K
|
7.74K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.4K- 32.56% |
$74K - $80.4K
|
2.9K
$170K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.43K- 10.86% |
$75.4K - $81.9K
|
11.7K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 5.75% |
$75.5K - $82.1K
|
23.4K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 6.85% |
$76.1K - $82.7K
|
19.6K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.45K- 2.57% |
$76.6K - $83.2K
|
54.9K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.45K- 10.8% |
$76.7K - $83.4K
|
12K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.48K- 25.35% |
$78.1K - $84.8K
|
4.35K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.5K- 21.64% |
$79.3K - $86.1K
|
5.43K
$319K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-1.5K- 29.41% |
$79.3K - $86.1K
|
3.6K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.51K- 22.85% |
$80K - $86.9K
|
5.11K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 0.36% |
$84.2K - $91.5K
|
440K
$25.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.61K- 26.97% |
$85.1K - $92.5K
|
4.36K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.64K- 28.83% |
$86.7K - $94.2K
|
4.05K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.67K- 9.3% |
$88K - $95.7K
|
16.3K
$955K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.71K- 98.22% |
$90.2K - $98K
|
31
$1.82K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.81K- 3.44% |
$95.7K - $104K
|
50.8K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.81K- 6.09% |
$95.8K - $104K
|
28K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.9K- 3.06% |
$100K - $109K
|
60.2K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.92K- 1.49% |
$101K - $110K
|
127K
$7.45M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.98K- 28.55% |
$104K - $113K
|
4.95K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.98K- 42.98% |
$105K - $114K
|
2.63K
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 3.02% |
$106K - $115K
|
64.3K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.02K- 10.63% |
$107K - $116K
|
17K
$998K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.03K- 18.47% |
$107K - $117K
|
8.96K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.06K- 29.31% |
$109K - $118K
|
4.96K
$291K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.06K- 2.9% |
$109K - $118K
|
68.9K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.13K- 12.64% |
$112K - $122K
|
14.7K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.13K- 96.86% |
$112K - $122K
|
69
$4.05K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.18K- 18.91% |
$115K - $125K
|
9.33K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.27K- 1.69% |
$120K - $130K
|
132K
$7.77M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.32K- 34.81% |
$122K - $133K
|
4.34K
$255K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.34K- 7.44% |
$124K - $134K
|
29.1K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.39K- 17.89% |
$126K - $137K
|
11K
$643K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.42K- 11.62% |
$128K - $139K
|
18.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.45K- 0.46% |
$130K - $141K
|
530K
$31.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.54K- 95.81% |
$134K - $146K
|
111
$6.52K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.54K- 39.47% |
$134K - $146K
|
3.9K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.6K- 2.32% |
$138K - $149K
|
110K
$6.45M
|