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 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-360- 5.65% |
$17.9K - $20.9K
|
6.02K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-371- 1.2% |
$18.4K - $21.5K
|
30.5K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-372- 6.93% |
$18.5K - $21.6K
|
5K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-375- 5.36% |
$18.6K - $21.8K
|
6.63K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-381- 0.39% |
$18.9K - $22.1K
|
97K
$5.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-382- 1.42% |
$19K - $22.2K
|
26.5K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-386- 1.01% |
$19.2K - $22.4K
|
37.8K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-389- 7.5% |
$19.3K - $22.6K
|
4.8K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-392- 5.02% |
$19.5K - $22.7K
|
7.41K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 9.15% |
$19.9K - $23.2K
|
3.97K
$234K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-400- 11.55% |
$19.9K - $23.2K
|
3.06K
$180K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-401- 2.34% |
$19.9K - $23.3K
|
16.7K
$984K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-407- 2.27% |
$20.2K - $23.6K
|
17.5K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-410- 63.37% |
$20.4K - $23.8K
|
237
$13.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-425- 5.07% |
$21.1K - $24.7K
|
7.96K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-428- 4.13% |
$21.3K - $24.8K
|
9.93K
$584K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-447- 7.17% |
$22.2K - $25.9K
|
5.79K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-456- 0.41% |
$22.6K - $26.4K
|
111K
$6.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-461- 6.25% |
$22.9K - $26.7K
|
6.92K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-462- 3.45% |
$22.9K - $26.8K
|
12.9K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 5.06% |
$23K - $26.9K
|
8.69K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-465- 8.31% |
$23.1K - $27K
|
5.13K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-469- 3.37% |
$23.3K - $27.2K
|
13.4K
$790K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-487- 1.63% |
$24.2K - $28.2K
|
29.3K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-496- 9.05% |
$24.6K - $28.8K
|
4.99K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-498- 7.97% |
$24.7K - $28.9K
|
5.75K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-499- 5.01% |
$24.8K - $28.9K
|
9.46K
$557K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-529- 2.12% |
$26.3K - $30.7K
|
24.4K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-529- 10.73% |
$26.3K - $30.7K
|
4.4K
$259K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-532- 10.14% |
$26.4K - $30.9K
|
4.71K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-550- 12.3% |
$27.3K - $31.9K
|
3.92K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 10.35% |
$27.3K - $31.9K
|
4.76K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-557- 67.68% |
$27.7K - $32.3K
|
266
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-557- 0.13% |
$27.7K - $32.3K
|
416K
$24.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-558- 14.32% |
$27.7K - $32.4K
|
3.34K
$197K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-561- 12.86% |
$27.9K - $32.5K
|
3.8K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-566- 4.81% |
$28.1K - $32.8K
|
11.2K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-575- 5.16% |
$28.6K - $33.4K
|
10.6K
$623K
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-578- 0.82% |
$28.7K - $33.5K
|
70.3K
$4.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-585- 21.75% |
$29.1K - $33.9K
|
2.11K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-600- 8.83% |
$29.8K - $34.8K
|
6.2K
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-604- 12.1% |
$30K - $35K
|
4.39K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-617- 7.1% |
$30.6K - $35.8K
|
8.08K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-617- 52.87% |
$30.6K - $35.8K
|
550
$32.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-617- 12.15% |
$30.6K - $35.8K
|
4.46K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-617- 39.1% |
$30.6K - $35.8K
|
961
$56.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-618- 12.5% |
$30.7K - $35.8K
|
4.33K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-630- 1.24% |
$31.3K - $36.5K
|
50.3K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-640- 9.88% |
$31.8K - $37.1K
|
5.84K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-644- 7.13% |
$32K - $37.4K
|
8.39K
$494K
|