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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
10.9KNew |
$540K - $630K
|
10.9K
$639K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.8K+ 100.07% |
$536K - $626K
|
21.6K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
10.8K+ 9.47% |
$535K - $625K
|
125K
$7.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
10.4K+ 3.55% |
$519K - $606K
|
305K
$18M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.4K+ 2.96% |
$514K - $600K
|
360K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10KNew |
$497K - $580K
|
10K
$589K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
9.79K+ 29.57% |
$486K - $568K
|
42.9K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.67K+ 2.18% |
$480K - $561K
|
454K
$26.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
9.59K+ 22.02% |
$476K - $556K
|
53.2K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.09K+ 50.13% |
$451K - $527K
|
27.2K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
8.84K+ 40.8% |
$439K - $512K
|
30.5K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.7KNew |
$432K - $505K
|
8.7K
$512K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.64K+ 16.03% |
$429K - $501K
|
62.5K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.58K+ 3.1% |
$426K - $498K
|
285K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.55KNew |
$424K - $496K
|
8.55K
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 4.04% |
$422K - $493K
|
219K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.26K+ 50.21% |
$410K - $479K
|
24.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.25K+ 6.92% |
$410K - $479K
|
128K
$7.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.1K+ 79.85% |
$402K - $470K
|
18.2K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
8.01K+ 6.58% |
$398K - $465K
|
130K
$7.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
8.01KNew |
$398K - $465K
|
8.01K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
8K+ 3.29% |
$397K - $464K
|
251K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.97K+ 20.68% |
$396K - $462K
|
46.5K
$2.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
7.96K+ 100.0% |
$395K - $462K
|
15.9K
$937K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.89K+ 17.71% |
$392K - $458K
|
52.5K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.58K+ 67.35% |
$377K - $440K
|
18.8K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.5K+ 30.56% |
$373K - $435K
|
32K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.49K+ 4.05% |
$372K - $434K
|
192K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7.43KNew |
$369K - $431K
|
7.43K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
7.4KNew |
$368K - $429K
|
7.4K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
7.3K+ 66.42% |
$362K - $423K
|
18.3K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.27K+ 8.81% |
$361K - $422K
|
89.8K
$5.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7.08K+ 32.86% |
$351K - $411K
|
28.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.65K+ 2.09% |
$330K - $385K
|
325K
$19.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.57KNew |
$326K - $381K
|
6.57K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.47K+ 18.88% |
$321K - $375K
|
40.7K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
6.42K+ 17.9% |
$319K - $372K
|
42.3K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.2K+ 4.16% |
$308K - $360K
|
155K
$9.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.17K+ 7.84% |
$307K - $358K
|
84.9K
$5M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.14K+ 72.1% |
$305K - $356K
|
14.6K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.04K+ 37.14% |
$300K - $350K
|
22.3K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.01KNew |
$299K - $349K
|
6.01K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.97K+ 5.89% |
$296K - $346K
|
107K
$6.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.91KNew |
$294K - $343K
|
5.91K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
5.91KNew |
$293K - $343K
|
5.91K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 7.31% |
$292K - $341K
|
86.3K
$5.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.81K+ 2.9% |
$289K - $337K
|
206K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.81K+ 39.68% |
$288K - $337K
|
20.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
5.77K+ 4.74% |
$286K - $335K
|
127K
$7.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
5.76K+ 4.62% |
$286K - $334K
|
131K
$7.69M
|