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 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.47K+ 130.35% |
$448K - $486K
|
15K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.11K+ 49.53% |
$429K - $466K
|
24.5K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
8.02K+ 10.76% |
$424K - $461K
|
82.6K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.99K+ 1.47% |
$422K - $459K
|
551K
$32.2M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
7.75KNew |
$410K - $445K
|
7.75K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
7.56KNew |
$400K - $434K
|
7.56K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.54KNew |
$398K - $433K
|
7.54K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.38KNew |
$390K - $424K
|
7.38K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.37K+ 4.36% |
$389K - $423K
|
176K
$10.3M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.34KNew |
$388K - $422K
|
7.34K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
7.33K+ 3.79% |
$387K - $421K
|
200K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.22K+ 97.34% |
$382K - $415K
|
14.6K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.04K+ 12.79% |
$372K - $404K
|
62K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$370K - $402K
|
7K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.97KNew |
$368K - $400K
|
6.97K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.82K+ 54.28% |
$361K - $392K
|
19.4K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.76K+ 42.54% |
$357K - $388K
|
22.6K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
6.7K+ 2.79% |
$354K - $385K
|
247K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.67KNew |
$352K - $383K
|
6.67K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.65K+ 3.05% |
$352K - $382K
|
225K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.48K+ 16.22% |
$343K - $372K
|
46.5K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.46K+ 114.84% |
$342K - $371K
|
12.1K
$707K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.41KNew |
$339K - $368K
|
6.41K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
6.39K+ 39.15% |
$338K - $367K
|
22.7K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.29KNew |
$333K - $361K
|
6.29K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.26K+ 30.81% |
$331K - $360K
|
26.6K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.25KNew |
$330K - $359K
|
6.25K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6.09K+ 38.65% |
$322K - $350K
|
21.8K
$1.28M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.08K+ 63.15% |
$321K - $349K
|
15.7K
$919K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.07KNew |
$321K - $348K
|
6.07K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.04K+ 54.4% |
$319K - $347K
|
17.1K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.96KNew |
$315K - $342K
|
5.96K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.89K+ 5.33% |
$311K - $338K
|
116K
$6.81M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
$310K - $336K
|
5.86K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.85KNew |
$309K - $336K
|
5.85K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.76K+ 58.1% |
$304K - $331K
|
15.7K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
5.66KNew |
$299K - $325K
|
5.66K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.6KNew |
$296K - $321K
|
5.6K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.59KNew |
$295K - $321K
|
5.59K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.56K+ 54.51% |
$294K - $319K
|
15.8K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.46KNew |
$289K - $314K
|
5.46K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
5.43KNew |
$287K - $312K
|
5.43K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.39K+ 22.26% |
$285K - $309K
|
29.6K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5.37KNew |
$284K - $308K
|
5.37K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
5.04K+ 154.38% |
$266K - $290K
|
8.31K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.03KNew |
$266K - $289K
|
5.03K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.97K+ 47.16% |
$263K - $285K
|
15.5K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
4.96KNew |
$262K - $285K
|
4.96K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.93KNew |
$260K - $283K
|
4.93K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
4.92K+ 3.87% |
$260K - $283K
|
132K
$7.74M
|