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 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
190New |
$9.44K - $11K
|
190
$11.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
189+ 11.75% |
$9.39K - $11K
|
1.8K
$106K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
188+ 3.11% |
$9.34K - $10.9K
|
6.23K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
186+ 0.64% |
$9.24K - $10.8K
|
29.2K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
184+ 2.44% |
$9.14K - $10.7K
|
7.72K
$454K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
184+ 2.42% |
$9.14K - $10.7K
|
7.8K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
183+ 2.09% |
$9.09K - $10.6K
|
8.94K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
183+ 0.58% |
$9.09K - $10.6K
|
31.8K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
181New |
$8.99K - $10.5K
|
181
$10.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
172+ 1.43% |
$8.54K - $9.98K
|
12.2K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.38% |
$8.39K - $9.8K
|
5.18K
$305K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
169+ 1.04% |
$8.39K - $9.8K
|
16.4K
$968K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 79.34% |
$8.39K - $9.8K
|
382
$22.5K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
169+ 4.45% |
$8.39K - $9.8K
|
3.97K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
168+ 0.38% |
$8.34K - $9.74K
|
44.6K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
158+ 2.06% |
$7.85K - $9.16K
|
7.84K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
157+ 1.13% |
$7.8K - $9.11K
|
14K
$826K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
157+ 1.31% |
$7.8K - $9.11K
|
12.2K
$715K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
151+ 4.04% |
$7.5K - $8.76K
|
3.89K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
148+ 1.85% |
$7.35K - $8.58K
|
8.16K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
148+ 0.95% |
$7.35K - $8.58K
|
15.7K
$922K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
145+ 1.15% |
$7.2K - $8.41K
|
12.8K
$753K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
140+ 0.29% |
$6.95K - $8.12K
|
49K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
137+ 1.14% |
$6.8K - $7.95K
|
12.1K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
134+ 1.78% |
$6.65K - $7.77K
|
7.67K
$451K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 2.68% |
$6.46K - $7.54K
|
4.99K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
126+ 1.16% |
$6.26K - $7.31K
|
11K
$647K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
123+ 3.25% |
$6.11K - $7.13K
|
3.9K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
121+ 9.62% |
$6.01K - $7.02K
|
1.38K
$81.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
120+ 1.47% |
$5.96K - $6.96K
|
8.28K
$487K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
117+ 71.78% |
$5.81K - $6.79K
|
280
$16.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 1933.33% |
$5.76K - $6.73K
|
122
$7.18K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
114+ 0.22% |
$5.66K - $6.61K
|
51.1K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
114+ 10.73% |
$5.66K - $6.61K
|
1.18K
$69.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
113+ 1.76% |
$5.61K - $6.55K
|
6.54K
$385K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
111+ 0.11% |
$5.51K - $6.44K
|
97.8K
$5.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
111+ 1.28% |
$5.51K - $6.44K
|
8.76K
$515K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
110New |
$5.46K - $6.38K
|
110
$6.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
106+ 0.71% |
$5.26K - $6.15K
|
15K
$882K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$4.97K - $5.8K
|
100
$5.89K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 384.62% |
$4.97K - $5.8K
|
126
$7.42K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
97+ 37.89% |
$4.82K - $5.63K
|
353
$20.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96+ 1.13% |
$4.77K - $5.57K
|
8.61K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
95+ 20.56% |
$4.72K - $5.51K
|
557
$32.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
89+ 31.56% |
$4.42K - $5.16K
|
371
$21.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
89+ 0.99% |
$4.42K - $5.16K
|
9.12K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
88New |
$4.37K - $5.1K
|
88
$5.18K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
88+ 2.63% |
$4.37K - $5.1K
|
3.44K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$5K
|