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
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
83+ 8.92% |
$4.12K - $4.81K
|
1.01K
$59.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
81+ 1.41% |
$4.02K - $4.7K
|
5.82K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
79+ 0.56% |
$3.92K - $4.58K
|
14.1K
$832K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 5.51% |
$3.87K - $4.52K
|
1.49K
$87.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 2.34% |
$3.77K - $4.41K
|
3.32K
$196K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 1.1% |
$3.53K - $4.12K
|
6.5K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
71+ 0.28% |
$3.53K - $4.12K
|
25.6K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
70+ 2.94% |
$3.48K - $4.06K
|
2.45K
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
68+ 0.66% |
$3.38K - $3.94K
|
10.4K
$610K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
66+ 5.56% |
$3.28K - $3.83K
|
1.25K
$73.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
64+ 1.79% |
$3.18K - $3.71K
|
3.65K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$3.13K - $3.65K
|
63
$3.71K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
63+ 15.67% |
$3.13K - $3.65K
|
465
$27.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
61+ 67.78% |
$3.03K - $3.54K
|
151
$8.89K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
57+ 1.02% |
$2.83K - $3.31K
|
5.66K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
56+ 0.52% |
$2.78K - $3.25K
|
10.9K
$641K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
52+ 31.33% |
$2.58K - $3.02K
|
218
$12.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51New |
$2.53K - $2.96K
|
51
$3K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
50+ 1.86% |
$2.48K - $2.9K
|
2.74K
$161K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.48K - $2.9K
|
50
$2.94K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49New |
$2.43K - $2.84K
|
49
$2.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48+ 0.57% |
$2.38K - $2.78K
|
8.47K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 4.21% |
$2.28K - $2.67K
|
1.14K
$67K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 1.08% |
$2.14K - $2.49K
|
4.03K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
43New |
$2.14K - $2.49K
|
43
$2.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
39+ 7.77% |
$1.94K - $2.26K
|
541
$31.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
37+ 6.08% |
$1.84K - $2.15K
|
646
$38K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
37+ 0.31% |
$1.84K - $2.15K
|
12.1K
$713K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.8% |
$1.69K - $1.97K
|
4.29K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.69K - $1.97K
|
34
$2K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
33New |
$1.64K - $1.91K
|
33
$1.94K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33+ 0.26% |
$1.64K - $1.91K
|
12.7K
$748K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 1.2% |
$1.44K - $1.68K
|
2.44K
$144K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.36% |
$1.39K - $1.62K
|
7.8K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 7.95% |
$1.39K - $1.62K
|
380
$22.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
27+ 0.63% |
$1.34K - $1.57K
|
4.34K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
26+ 2.6% |
$1.29K - $1.51K
|
1.03K
$60.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 3.61% |
$1.24K - $1.45K
|
718
$42.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.75% |
$1.24K - $1.45K
|
1.46K
$85.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.53% |
$1.24K - $1.45K
|
4.76K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.17% |
$1.19K - $1.39K
|
14.2K
$836K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24+ 0.46% |
$1.19K - $1.39K
|
5.27K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$1.14K - $1.33K
|
1.9K
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 0.16% |
$1.14K - $1.33K
|
14.5K
$854K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
22+ 15.07% |
$1.09K - $1.28K
|
168
$9.89K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20New |
$993 - $1.16K
|
20
$1.18K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19+ 0.11% |
$944 - $1.1K
|
17.2K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 0.68% |
$894 - $1.04K
|
2.68K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.31% |
$844 - $986
|
5.51K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 94.44% |
$844 - $986
|
35
$2.06K
|