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 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
958+ 2.83% |
$47.6K - $55.6K
|
34.8K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
907+ 9.96% |
$45K - $52.6K
|
10K
$586K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
878+ 7.26% |
$43.6K - $50.9K
|
13K
$759K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
842+ 6.04% |
$41.8K - $48.8K
|
14.8K
$865K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
731+ 1.66% |
$36.3K - $42.4K
|
44.8K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
700+ 4.76% |
$34.8K - $40.6K
|
15.4K
$902K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
684+ 0.93% |
$34K - $39.7K
|
73.9K
$4.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
656+ 13.04% |
$32.6K - $38K
|
5.69K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
610+ 5.99% |
$30.3K - $35.4K
|
10.8K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
603+ 10.29% |
$29.9K - $35K
|
6.46K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
513+ 5.37% |
$25.5K - $29.8K
|
10.1K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 6.07% |
$24.3K - $28.4K
|
8.56K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
473+ 2.88% |
$23.5K - $27.4K
|
16.9K
$987K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
456+ 0.88% |
$22.6K - $26.4K
|
52.5K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
416+ 3.51% |
$20.7K - $24.1K
|
12.3K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
399+ 11.65% |
$19.8K - $23.1K
|
3.82K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
380+ 14.46% |
$18.9K - $22K
|
3.01K
$176K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
361+ 4.05% |
$17.9K - $20.9K
|
9.28K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
332+ 1.18% |
$16.5K - $19.3K
|
28.5K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
331New |
$16.4K - $19.2K
|
331
$19.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
325New |
$16.1K - $18.9K
|
325
$19K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
320+ 2.65% |
$15.9K - $18.6K
|
12.4K
$727K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
296+ 1.17% |
$14.7K - $17.2K
|
25.5K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
252+ 10.09% |
$12.5K - $14.6K
|
2.75K
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250+ 11.11% |
$12.4K - $14.5K
|
2.5K
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
246+ 6.55% |
$12.2K - $14.3K
|
4K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
226+ 1.23% |
$11.2K - $13.1K
|
18.6K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
206+ 3.21% |
$10.2K - $11.9K
|
6.62K
$387K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
188+ 3.11% |
$9.34K - $10.9K
|
6.23K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
183+ 2.09% |
$9.09K - $10.6K
|
8.94K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
169+ 1.04% |
$8.39K - $9.8K
|
16.4K
$962K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.38% |
$8.39K - $9.8K
|
5.18K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
157+ 1.13% |
$7.8K - $9.11K
|
14K
$821K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
157+ 1.31% |
$7.8K - $9.11K
|
12.2K
$711K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
145+ 1.15% |
$7.2K - $8.41K
|
12.8K
$749K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
140+ 0.29% |
$6.95K - $8.12K
|
49K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
137+ 1.14% |
$6.8K - $7.95K
|
12.1K
$711K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 2.68% |
$6.46K - $7.54K
|
4.99K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
126+ 1.16% |
$6.26K - $7.31K
|
11K
$643K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
123+ 3.25% |
$6.11K - $7.13K
|
3.9K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
121+ 9.62% |
$6.01K - $7.02K
|
1.38K
$80.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
117+ 71.78% |
$5.81K - $6.79K
|
280
$16.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 1933.33% |
$5.76K - $6.73K
|
122
$7.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
114+ 0.22% |
$5.66K - $6.61K
|
51.1K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
114+ 10.73% |
$5.66K - $6.61K
|
1.18K
$68.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$4.97K - $5.8K
|
100
$5.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96+ 1.13% |
$4.77K - $5.57K
|
8.61K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
85New |
$4.22K - $4.93K
|
85
$4.97K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 5.51% |
$3.87K - $4.52K
|
1.49K
$87.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 1.1% |
$3.53K - $4.12K
|
6.5K
$381K
|