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 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.4K+ 38.14% |
$127K - $138K
|
8.69K
$509K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.39K+ 23.22% |
$126K - $137K
|
12.7K
$742K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.32K+ 210.99% |
$123K - $133K
|
3.42K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.28K+ 7.79% |
$121K - $131K
|
31.6K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.27K+ 3.29% |
$120K - $131K
|
71.4K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.27K+ 8.75% |
$120K - $130K
|
28.2K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.26K+ 1.89% |
$119K - $130K
|
122K
$7.12M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.25KNew |
$119K - $129K
|
2.25K
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 36.45% |
$116K - $126K
|
8.24K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.2K+ 55.92% |
$116K - $126K
|
6.13K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.19K+ 4.4% |
$116K - $126K
|
52.1K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.16K+ 3.29% |
$114K - $124K
|
67.6K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.14K+ 12.58% |
$113K - $123K
|
19.2K
$1.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.13K+ 78.17% |
$113K - $122K
|
4.86K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.13K+ 1.23% |
$113K - $122K
|
175K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2.07K+ 4.09% |
$109K - $119K
|
52.7K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.06KNew |
$109K - $118K
|
2.06K
$121K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06K+ 8.72% |
$109K - $118K
|
25.6K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.04K+ 48.05% |
$108K - $117K
|
6.29K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.03K+ 15.77% |
$107K - $116K
|
14.9K
$871K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.02K+ 18.76% |
$107K - $116K
|
12.8K
$748K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2KNew |
$106K - $115K
|
2K
$117K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2K+ 43.21% |
$106K - $115K
|
6.63K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2K+ 5.48% |
$105K - $115K
|
38.4K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96K+ 196200.0% |
$104K - $113K
|
1.96K
$115K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 2.64% |
$102K - $111K
|
75.3K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 5.65% |
$101K - $109K
|
35.5K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.89K+ 14.72% |
$99.8K - $108K
|
14.7K
$861K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.87K+ 40.86% |
$98.8K - $107K
|
6.44K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.76K+ 7.17% |
$93K - $101K
|
26.3K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.74K+ 9.65% |
$92K - $99.9K
|
19.8K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.74KNew |
$91.9K - $99.8K
|
1.74K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 41.83% |
$89.5K - $97.3K
|
5.74K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 4.63% |
$88K - $95.7K
|
37.7K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.65K+ 19.37% |
$87.4K - $94.9K
|
10.2K
$596K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.64KNew |
$86.7K - $94.2K
|
1.64K
$96K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.63K+ 10.37% |
$85.9K - $93.3K
|
17.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.62K+ 3.02% |
$85.5K - $92.9K
|
55.2K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.58KNew |
$83.4K - $90.6K
|
1.58K
$92.3K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.55K+ 455.0% |
$81.8K - $88.8K
|
1.89K
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.47KNew |
$77.4K - $84.1K
|
1.47K
$85.7K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.44K+ 57.79% |
$76.3K - $82.9K
|
3.94K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.42K+ 8.49% |
$75.2K - $81.7K
|
18.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.41K+ 1.37% |
$74.3K - $80.7K
|
104K
$6.08M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.39K+ 12.81% |
$73.4K - $79.7K
|
12.2K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.39KNew |
$73.3K - $79.6K
|
1.39K
$81.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.38K+ 0.84% |
$72.7K - $79K
|
166K
$9.7M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.34K+ 8.28% |
$71K - $77.2K
|
17.6K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.34K+ 0.06% |
$70.7K - $76.8K
|
2.31M
$135M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.3K+ 9.0% |
$68.7K - $74.7K
|
15.7K
$921K
|