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 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.69KNew |
$195K - $212K
|
3.69K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$195K - $212K
|
3.69K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.68KNew |
$194K - $211K
|
3.68K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.67K+ 13.52% |
$194K - $211K
|
30.8K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.66KNew |
$193K - $210K
|
3.66K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.64KNew |
$192K - $209K
|
3.64K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.59K+ 81.71% |
$190K - $206K
|
7.99K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.59KNew |
$190K - $206K
|
3.59K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.58KNew |
$189K - $206K
|
3.58K
$210K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.58KNew |
$189K - $205K
|
3.58K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 48.28% |
$185K - $201K
|
10.8K
$629K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.49K+ 0.35% |
$185K - $201K
|
1M
$58.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.48K+ 5.84% |
$184K - $200K
|
63.1K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.43K+ 4.46% |
$181K - $197K
|
80.3K
$4.7M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 75.84% |
$176K - $191K
|
7.7K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.3K+ 11.11% |
$175K - $190K
|
33K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.3K+ 2.27% |
$174K - $190K
|
149K
$8.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.28K+ 1.13% |
$173K - $188K
|
294K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.22KNew |
$170K - $185K
|
3.22K
$188K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.21K+ 26.3% |
$170K - $185K
|
15.4K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.16K+ 10.26% |
$167K - $181K
|
33.9K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.16K+ 5.5% |
$167K - $181K
|
60.5K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.14K+ 34.21% |
$166K - $180K
|
12.3K
$721K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
3.09K+ 10.1% |
$164K - $178K
|
33.7K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.03K+ 10.96% |
$160K - $174K
|
30.7K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 12.0% |
$159K - $172K
|
28K
$1.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.99K+ 61.98% |
$158K - $172K
|
7.81K
$457K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.96K+ 0.35% |
$156K - $170K
|
845K
$49.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.95K+ 16.44% |
$156K - $170K
|
20.9K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.9KNew |
$153K - $167K
|
2.9K
$170K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.89K+ 57.56% |
$153K - $166K
|
7.91K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.81K+ 5.25% |
$149K - $162K
|
56.4K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.8K+ 7.57% |
$148K - $161K
|
39.8K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.8K+ 25.03% |
$148K - $161K
|
14K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.79KNew |
$148K - $160K
|
2.79K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.79K+ 18.37% |
$147K - $160K
|
18K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.75K+ 16.32% |
$145K - $158K
|
19.6K
$1.15M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.75KNew |
$145K - $158K
|
2.75K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.69K+ 28.16% |
$142K - $155K
|
12.3K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 16.17% |
$142K - $154K
|
19.3K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.68K+ 2.79% |
$141K - $154K
|
98.5K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.67K+ 4.57% |
$141K - $153K
|
61K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 17.63% |
$138K - $150K
|
17.4K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.56K+ 4.11% |
$135K - $147K
|
64.8K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.47K+ 19.91% |
$130K - $142K
|
14.9K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.46K+ 2.71% |
$130K - $141K
|
93.1K
$5.45M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
2.45K+ 5.07% |
$129K - $140K
|
50.7K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.42K+ 10.04% |
$128K - $139K
|
26.5K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.36% |
$128K - $139K
|
47.5K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.4K+ 3.71% |
$127K - $138K
|
67.2K
$3.93M
|