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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.29K+ 13.36% |
$68.3K - $74.3K
|
11K
$642K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.25K+ 12.5% |
$66.1K - $71.8K
|
11.3K
$659K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.22K+ 14.73% |
$64.6K - $70.2K
|
9.53K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.18K+ 12.53% |
$62.3K - $67.7K
|
10.6K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 4.11% |
$60.9K - $66.2K
|
29.2K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 6.25% |
$60.6K - $65.8K
|
19.5K
$1.14M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.14K+ 27.9% |
$60.5K - $65.7K
|
5.24K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.13K+ 3.8% |
$59.8K - $65K
|
30.9K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.12K+ 8.47% |
$59.2K - $64.3K
|
14.3K
$839K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.11K+ 1.56% |
$58.4K - $63.5K
|
72.1K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 13.79% |
$57.4K - $62.4K
|
8.97K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 5.8% |
$55.3K - $60.1K
|
19.1K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.04K+ 5.07% |
$54.8K - $59.6K
|
21.5K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 23.42% |
$54.8K - $59.5K
|
5.46K
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.03K+ 6.51% |
$54.5K - $59.3K
|
16.9K
$987K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.03K+ 0.93% |
$54.2K - $58.9K
|
112K
$6.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.03K+ 3.64% |
$54.2K - $58.9K
|
29.2K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.01K+ 3.69% |
$53.6K - $58.2K
|
28.5K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.01K+ 1.18% |
$53.1K - $57.7K
|
86.3K
$5.05M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1K+ 3.64% |
$53.1K - $57.7K
|
28.6K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1K+ 12.49% |
$52.9K - $57.4K
|
9.01K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
995+ 4.24% |
$52.6K - $57.1K
|
24.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
960+ 19.84% |
$50.7K - $55.1K
|
5.8K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
948+ 9.75% |
$50.1K - $54.4K
|
10.7K
$624K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
934+ 9.45% |
$49.4K - $53.6K
|
10.8K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
929+ 141.62% |
$49.1K - $53.4K
|
1.59K
$92.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
926+ 19.66% |
$48.9K - $53.2K
|
5.64K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
920+ 12.32% |
$48.6K - $52.8K
|
8.39K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
913+ 0.23% |
$48.3K - $52.4K
|
395K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
911+ 7.24% |
$48.1K - $52.3K
|
13.5K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
901+ 10.74% |
$47.6K - $51.7K
|
9.29K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
880+ 18.12% |
$46.5K - $50.5K
|
5.74K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
875+ 49.91% |
$46.2K - $50.3K
|
2.63K
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
858+ 9.04% |
$45.3K - $49.3K
|
10.4K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
842+ 15.11% |
$44.5K - $48.4K
|
6.41K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
827+ 6.59% |
$43.7K - $47.5K
|
13.4K
$783K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
817+ 2.19% |
$43.2K - $46.9K
|
38.2K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
816+ 6.88% |
$43.1K - $46.9K
|
12.7K
$742K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
802+ 15.6% |
$42.4K - $46.1K
|
5.94K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
785+ 6.13% |
$41.5K - $45.1K
|
13.6K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
774+ 4.03% |
$40.9K - $44.5K
|
20K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
772+ 1.75% |
$40.8K - $44.3K
|
45K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
767+ 15.73% |
$40.5K - $44K
|
5.64K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
766+ 16.24% |
$40.5K - $44K
|
5.48K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
753+ 0.26% |
$39.8K - $43.2K
|
295K
$17.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
736+ 2.41% |
$38.9K - $42.3K
|
31.3K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
722+ 2.05% |
$38.2K - $41.5K
|
36K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
720+ 6.27% |
$38.1K - $41.3K
|
12.2K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
705+ 11.45% |
$37.3K - $40.5K
|
6.86K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
703+ 7.68% |
$37.2K - $40.4K
|
9.86K
$577K
|