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 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.44K- 4.77% |
$171K - $200K
|
68.7K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.46K- 4.76% |
$172K - $201K
|
69.3K
$4.08M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-3.51K- 21.56% |
$175K - $204K
|
12.8K
$753K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.52K- 6.15% |
$175K - $204K
|
53.7K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.55K- 27.78% |
$176K - $206K
|
9.23K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
SELL
|
- |
-3.61K- 11.49% |
$179K - $210K
|
27.8K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.86K- 17.96% |
$192K - $224K
|
17.6K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.97K- 3.61% |
$197K - $230K
|
106K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.98K- 8.57% |
$197K - $231K
|
42.5K
$2.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.04K- 6.5% |
$200K - $234K
|
58.1K
$3.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-4.19K- 31.9% |
$208K - $243K
|
8.95K
$527K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.27K- 11.34% |
$212K - $248K
|
33.4K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.38K- 28.25% |
$218K - $254K
|
11.1K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.55K- 1.57% |
$226K - $264K
|
286K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.63K- 8.23% |
$230K - $268K
|
51.6K
$3.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.73K- 96.61% |
$235K - $274K
|
166
$9.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-4.84K- 45.44% |
$241K - $281K
|
5.82K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.96K- 29.37% |
$246K - $287K
|
11.9K
$701K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.17K- 8.39% |
$256K - $300K
|
56.4K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.18K- 26.07% |
$257K - $300K
|
14.7K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.31K- 13.35% |
$264K - $308K
|
34.5K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-5.31K- 9.68% |
$264K - $308K
|
49.6K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.39K- 11.3% |
$268K - $313K
|
42.3K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.45K- 5.49% |
$271K - $316K
|
93.8K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-5.51K- 52.02% |
$274K - $319K
|
5.08K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.66K- 24.99% |
$281K - $328K
|
17K
$999K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.96K- 16.77% |
$296K - $346K
|
29.6K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.96K- 25.01% |
$296K - $346K
|
17.9K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.97K- 44.79% |
$296K - $346K
|
7.35K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.15K- 1.5% |
$305K - $357K
|
403K
$23.7M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-6.21K- 42.33% |
$308K - $360K
|
8.46K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.36K- 48.15% |
$316K - $369K
|
6.85K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.51K- 42.61% |
$323K - $378K
|
8.77K
$516K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-6.55K- 33.87% |
$325K - $380K
|
12.8K
$753K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.59K- 28.14% |
$327K - $382K
|
16.8K
$990K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.83K- 4.56% |
$339K - $396K
|
143K
$8.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.1K- 1.64% |
$353K - $412K
|
425K
$25M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.64K- 92.57% |
$380K - $443K
|
613
$36.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.83K- 46.1% |
$389K - $454K
|
9.15K
$539K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.22K- 13.02% |
$408K - $476K
|
54.9K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-8.41K- 5.12% |
$418K - $488K
|
156K
$9.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-9.46K- 70.42% |
$470K - $549K
|
3.97K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9.91K- 19.73% |
$492K - $575K
|
40.3K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-10.3K- 15.82% |
$514K - $600K
|
55K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.5K- 8.27% |
$520K - $608K
|
116K
$6.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 2.41% |
$530K - $619K
|
431K
$25.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-11.3K- 71.27% |
$561K - $655K
|
4.55K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-11.6K- 19.26% |
$576K - $672K
|
48.6K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12K- 98.24% |
$594K - $694K
|
215
$12.7K
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-12K- 68.13% |
$598K - $698K
|
5.63K
$331K
|