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 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-2.63K- 52.5% |
$139K - $151K
|
2.38K
$139K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.64K- 14.15% |
$139K - $151K
|
16K
$936K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.67K- 10.44% |
$141K - $153K
|
22.9K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.68K- 24.54% |
$142K - $154K
|
8.24K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.68K- 2.35% |
$142K - $154K
|
111K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.73K- 22.29% |
$144K - $157K
|
9.51K
$556K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.79K- 19.07% |
$148K - $160K
|
11.9K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.85K- 16.49% |
$151K - $164K
|
14.4K
$844K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-2.92K- 0.65% |
$154K - $168K
|
443K
$25.9M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.94K- 2.93% |
$156K - $169K
|
97.7K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.01K- 8.69% |
$159K - $173K
|
31.6K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.03K- 8.38% |
$160K - $174K
|
33.1K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.14K- 35.69% |
$166K - $180K
|
5.66K
$331K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-3.2K- 10.85% |
$169K - $184K
|
26.3K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-3.28K- 42.29% |
$173K - $188K
|
4.47K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.31K- 3.56% |
$175K - $190K
|
89.8K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.33K- 21.73% |
$176K - $191K
|
12K
$703K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.49K- 8.06% |
$184K - $200K
|
39.8K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.54K- 8.41% |
$187K - $203K
|
38.5K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-3.56K- 42.61% |
$188K - $205K
|
4.8K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.56K- 35.85% |
$188K - $205K
|
6.38K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.66K- 7.65% |
$193K - $210K
|
44.1K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.84K- 13.35% |
$203K - $220K
|
24.9K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.84K- 11.41% |
$203K - $221K
|
29.8K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.89K- 24.13% |
$206K - $223K
|
12.2K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-3.9K- 69.64% |
$206K - $224K
|
1.7K
$99.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.97K- 10.41% |
$210K - $228K
|
34.2K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.14K- 6.03% |
$219K - $238K
|
64.5K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.16K- 1.87% |
$220K - $239K
|
218K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 11.62% |
$220K - $239K
|
31.7K
$1.86M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.17K- 26.92% |
$221K - $240K
|
11.3K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.21K- 6.67% |
$223K - $242K
|
58.9K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.23K- 8.19% |
$223K - $243K
|
47.4K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.34K- 0.46% |
$229K - $249K
|
939K
$55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.35K- 4.2% |
$230K - $250K
|
99.3K
$5.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.36K- 38.3% |
$231K - $251K
|
7.03K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.45K- 3.88% |
$235K - $255K
|
110K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
SELL
|
- |
-4.53K- 36.69% |
$239K - $260K
|
7.81K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.65K- 2.13% |
$246K - $267K
|
214K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.74K- 19.25% |
$250K - $272K
|
19.9K
$1.16M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.8K- 0.09% |
$254K - $276K
|
5.4M
$316M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.82K- 12.34% |
$255K - $277K
|
34.3K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-5K- 19.32% |
$264K - $287K
|
20.9K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.51K- 45.3% |
$291K - $316K
|
6.65K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.57K- 12.46% |
$295K - $320K
|
39.2K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.61K- 3.3% |
$296K - $322K
|
164K
$9.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.65K- 3.23% |
$298K - $324K
|
169K
$9.89M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-5.66K- 12.11% |
$299K - $325K
|
41.1K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.11K- 3.91% |
$323K - $351K
|
150K
$8.77M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-6.3K- 20.42% |
$333K - $362K
|
24.5K
$1.44M
|