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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.32K- 12.73% |
$65.3K - $76.3K
|
9.01K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.34K- 3.95% |
$66.7K - $78K
|
32.7K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.37K- 7.61% |
$68.1K - $79.5K
|
16.6K
$979K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 14.66% |
$68.4K - $79.9K
|
8.02K
$472K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.42K- 57.84% |
$70.3K - $82.1K
|
1.03K
$60.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.42K- 23.28% |
$70.4K - $82.2K
|
4.67K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.42K- 10.17% |
$70.5K - $82.4K
|
12.5K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.43K- 4.91% |
$71.2K - $83.1K
|
27.8K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.48K- 19.12% |
$73.5K - $85.8K
|
6.26K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-1.5K- 95.49% |
$74.6K - $87.2K
|
71
$4.18K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.51K- 23.98% |
$75.2K - $87.8K
|
4.8K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.53K- 9.88% |
$76.1K - $88.9K
|
14K
$822K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.54K- 9.96% |
$76.5K - $89.3K
|
13.9K
$819K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.58K- 6.49% |
$78.5K - $91.7K
|
22.8K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.59K- 25.29% |
$79K - $92.3K
|
4.7K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.6K- 8.78% |
$79.5K - $92.8K
|
16.6K
$979K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 8.85% |
$81.8K - $95.6K
|
17K
$999K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.65K- 13.73% |
$81.9K - $95.6K
|
10.4K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.67K- 20.5% |
$82.9K - $96.9K
|
6.48K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.69K- 11.87% |
$83.9K - $98K
|
12.6K
$739K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.74K- 5.97% |
$86.2K - $101K
|
27.4K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 5.36% |
$88.1K - $103K
|
31.3K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.8K- 2.52% |
$89.4K - $104K
|
69.6K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.81K- 6.19% |
$89.6K - $105K
|
27.4K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.12% |
$93.9K - $110K
|
58.6K
$3.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.94K- 4.72% |
$96.3K - $112K
|
39.1K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.06K- 26.52% |
$102K - $119K
|
5.7K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.09K- 30.99% |
$104K - $121K
|
4.66K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.2K- 3.42% |
$109K - $128K
|
62.3K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 3.08% |
$111K - $129K
|
70.2K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.29K- 23.34% |
$114K - $133K
|
7.51K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.46K- 13.52% |
$122K - $143K
|
15.7K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-2.51K- 1.82% |
$125K - $146K
|
135K
$7.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.55K- 6.33% |
$127K - $148K
|
37.7K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.55K- 34.74% |
$127K - $148K
|
4.79K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 13.34% |
$128K - $149K
|
16.7K
$984K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-2.59K- 38.81% |
$128K - $150K
|
4.08K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.61K- 17.0% |
$130K - $151K
|
12.7K
$749K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.66K- 2.14% |
$132K - $154K
|
121K
$7.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 34.52% |
$132K - $155K
|
5.06K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.69K- 2.79% |
$133K - $156K
|
93.7K
$5.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.69K- 43.35% |
$133K - $156K
|
3.51K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.73K- 2.77% |
$135K - $158K
|
95.7K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.74K- 7.09% |
$136K - $159K
|
35.9K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.85K- 3.55% |
$142K - $165K
|
77.5K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.9K- 6.91% |
$144K - $168K
|
39.1K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.95K- 27.91% |
$147K - $171K
|
7.63K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.17K- 24.33% |
$157K - $184K
|
9.86K
$580K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.26K- 26.67% |
$162K - $189K
|
8.97K
$528K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.27K- 30.12% |
$163K - $190K
|
7.6K
$447K
|