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
|
Patten & Patten Inc
|
BUY
|
- |
4.91K+ 22.76% |
$259K - $282K
|
26.5K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.88KNew |
$258K - $280K
|
4.88K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.84K+ 24.57% |
$256K - $278K
|
24.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.82K+ 6.51% |
$254K - $277K
|
78.7K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.81KNew |
$254K - $276K
|
4.81K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.76KNew |
$251K - $273K
|
4.76K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.71K+ 4.1% |
$249K - $271K
|
120K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.6K+ 6.88% |
$243K - $264K
|
71.4K
$4.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.57K+ 13.99% |
$242K - $263K
|
37.2K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.51K+ 6.2% |
$238K - $259K
|
77.2K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.49K+ 262.51% |
$237K - $258K
|
6.2K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
4.46KNew |
$236K - $256K
|
4.46K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.46K+ 1.1% |
$236K - $256K
|
409K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.32KNew |
$228K - $248K
|
4.32K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.29K+ 38.47% |
$227K - $247K
|
15.5K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$223K - $243K
|
4.23K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21KNew |
$223K - $242K
|
4.21K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
4.17K+ 32.75% |
$220K - $239K
|
16.9K
$989K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.13KNew |
$218K - $237K
|
4.13K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.13K+ 42.07% |
$218K - $237K
|
13.9K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.09KNew |
$216K - $235K
|
4.09K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 1.89% |
$214K - $232K
|
218K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.04KNew |
$214K - $232K
|
4.04K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.02KNew |
$213K - $231K
|
4.02K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.01KNew |
$212K - $230K
|
4.01K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4KNew |
$211K - $229K
|
4K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.98KNew |
$211K - $229K
|
3.98K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.96K+ 15.83% |
$209K - $228K
|
29K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.95KNew |
$209K - $227K
|
3.95K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.93KNew |
$208K - $226K
|
3.93K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.93K+ 33.32% |
$208K - $226K
|
15.7K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.93KNew |
$207K - $225K
|
3.93K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.92KNew |
$207K - $225K
|
3.92K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.92KNew |
$207K - $225K
|
3.92K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.91KNew |
$206K - $224K
|
3.91K
$228K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.9K+ 8.52% |
$206K - $224K
|
49.7K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.82K+ 5.29% |
$202K - $219K
|
76K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.82K+ 18.57% |
$202K - $219K
|
24.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.82KNew |
$202K - $219K
|
3.82K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.8KNew |
$201K - $218K
|
3.8K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
3.8K+ 32.45% |
$201K - $218K
|
15.5K
$907K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.8K+ 40.0% |
$201K - $218K
|
13.3K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.78K+ 14.05% |
$200K - $217K
|
30.7K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
3.78KNew |
$200K - $217K
|
3.78K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.74KNew |
$198K - $215K
|
3.74K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.74KNew |
$197K - $215K
|
3.74K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.73KNew |
$197K - $214K
|
3.73K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.73KNew |
$197K - $214K
|
3.73K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$196K - $212K
|
3.7K
$216K
|