Purchases and Sales Made in Q2 2025 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
355+ 6.28% |
$17.6K - $20.6K
|
6.01K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
353+ 490.28% |
$17.5K - $20.5K
|
425
$25K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
352+ 1.78% |
$17.5K - $20.4K
|
20.1K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
332+ 1.18% |
$16.5K - $19.3K
|
28.5K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
331New |
$16.4K - $19.2K
|
331
$19.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
325New |
$16.1K - $18.9K
|
325
$19.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
321+ 0.1% |
$15.9K - $18.6K
|
332K
$19.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
320+ 2.65% |
$15.9K - $18.6K
|
12.4K
$731K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
317+ 1.26% |
$15.7K - $18.4K
|
25.4K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
315+ 3.82% |
$15.6K - $18.3K
|
8.56K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
310+ 0.81% |
$15.4K - $18K
|
38.7K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
310+ 4.56% |
$15.4K - $18K
|
7.11K
$418K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
300+ 7.92% |
$14.9K - $17.4K
|
4.09K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
296+ 1.17% |
$14.7K - $17.2K
|
25.5K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
295+ 5.28% |
$14.6K - $17.1K
|
5.88K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
284+ 2.66% |
$14.1K - $16.5K
|
11K
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
283+ 4.68% |
$14.1K - $16.4K
|
6.33K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
281+ 1.41% |
$14K - $16.3K
|
20.2K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
274+ 3.32% |
$13.6K - $15.9K
|
8.54K
$502K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
270+ 5.61% |
$13.4K - $15.7K
|
5.08K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
270+ 0.89% |
$13.4K - $15.7K
|
30.4K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
266New |
$13.2K - $15.4K
|
266
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
264+ 36.21% |
$13.1K - $15.3K
|
993
$58.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
262New |
$13K - $15.2K
|
262
$15.4K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
259+ 0.46% |
$12.9K - $15K
|
56.9K
$3.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
259+ 123.33% |
$12.9K - $15K
|
469
$27.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
256+ 2.71% |
$12.7K - $14.8K
|
9.69K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
252+ 10.09% |
$12.5K - $14.6K
|
2.75K
$162K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250+ 11.11% |
$12.4K - $14.5K
|
2.5K
$147K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
246+ 6.55% |
$12.2K - $14.3K
|
4K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
245+ 6.85% |
$12.2K - $14.2K
|
3.82K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
244+ 2.79% |
$12.1K - $14.2K
|
9K
$530K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
236+ 3.21% |
$11.7K - $13.7K
|
7.6K
$447K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
236New |
$11.7K - $13.7K
|
236
$13.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
231+ 4.1% |
$11.5K - $13.4K
|
5.87K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
230+ 2.38% |
$11.4K - $13.3K
|
9.89K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
226+ 1.23% |
$11.2K - $13.1K
|
18.6K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226+ 0.33% |
$11.2K - $13.1K
|
69.2K
$4.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
222+ 82.53% |
$11K - $12.9K
|
491
$28.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
221+ 1.81% |
$11K - $12.8K
|
12.4K
$731K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
217+ 2.93% |
$10.8K - $12.6K
|
7.61K
$448K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
215+ 0.28% |
$10.7K - $12.5K
|
76.2K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
213New |
$10.6K - $12.4K
|
213
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
211+ 67.41% |
$10.5K - $12.2K
|
524
$30.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
208+ 1.69% |
$10.3K - $12.1K
|
12.5K
$738K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
206+ 3.21% |
$10.2K - $11.9K
|
6.62K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.14% |
$9.93K - $11.6K
|
139K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
199+ 1.18% |
$9.88K - $11.5K
|
17.1K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
193+ 0.59% |
$9.58K - $11.2K
|
32.7K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
191+ 0.07% |
$9.49K - $11.1K
|
274K
$16.1M
|