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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 1.29% |
$199 - $232
|
306
$18K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.6% |
$199 - $232
|
666
$39.2K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-4- 1.3% |
$199 - $232
|
304
$17.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5- -0.0% |
$248 - $290
|
139K
$8.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.06% |
$248 - $290
|
8.78K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5- 1.08% |
$248 - $290
|
458
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 41.18% |
$348 - $406
|
10
$589
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8- 0.19% |
$397 - $464
|
4.27K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$447 - $522
|
5.11K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-10- 0.27% |
$497 - $580
|
3.65K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.32% |
$497 - $580
|
3.16K
$186K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10- 0.2% |
$497 - $580
|
5K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-11- 0.03% |
$546 - $638
|
31.6K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11- 0.07% |
$546 - $638
|
15.4K
$905K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12- 0.26% |
$596 - $696
|
4.64K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13- 4.61% |
$646 - $754
|
269
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-13- 0.24% |
$646 - $754
|
5.35K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.11% |
$646 - $754
|
11.6K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-13- 0.04% |
$646 - $754
|
30.6K
$1.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-13- 13.68% |
$646 - $754
|
82
$4.83K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 14.14% |
$695 - $812
|
85
$5K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15- 0.15% |
$745 - $870
|
9.8K
$577K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.29% |
$844 - $986
|
5.79K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-20- 0.25% |
$993 - $1.16K
|
8.13K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21- 0.07% |
$1.04K - $1.22K
|
28.6K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-23- 2.96% |
$1.14K - $1.33K
|
755
$44.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-24- 0.53% |
$1.19K - $1.39K
|
4.48K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 0.23% |
$1.24K - $1.45K
|
10.9K
$644K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.58% |
$1.24K - $1.45K
|
4.27K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-25- 0.25% |
$1.24K - $1.45K
|
9.82K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-25- 0.47% |
$1.24K - $1.45K
|
5.29K
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-28- 6.17% |
$1.39K - $1.62K
|
426
$25.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-29- 3.69% |
$1.44K - $1.68K
|
756
$44.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-30- 46.88% |
$1.49K - $1.74K
|
34
$2K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-32- 64.0% |
$1.59K - $1.86K
|
18
$1.06K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-33- 1.65% |
$1.64K - $1.91K
|
1.97K
$116K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-35- 0.85% |
$1.74K - $2.03K
|
4.07K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-37- 0.3% |
$1.84K - $2.15K
|
12.1K
$713K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-41- 1.07% |
$2.04K - $2.38K
|
3.8K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-46- 0.69% |
$2.28K - $2.67K
|
6.64K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-47- 2.49% |
$2.33K - $2.73K
|
1.84K
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-50- 0.37% |
$2.48K - $2.9K
|
13.3K
$784K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-50- 10.29% |
$2.48K - $2.9K
|
436
$25.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-50- 3.7% |
$2.48K - $2.9K
|
1.3K
$76.6K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-54- 0.53% |
$2.68K - $3.13K
|
10.1K
$596K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-61- 16.9% |
$3.03K - $3.54K
|
300
$17.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-62- 0.53% |
$3.08K - $3.6K
|
11.6K
$685K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-62- 12.47% |
$3.08K - $3.6K
|
435
$25.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-64- 0.39% |
$3.18K - $3.71K
|
16.3K
$956K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-65- 1.09% |
$3.23K - $3.77K
|
5.88K
$346K
|