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 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 27.78% |
$4.97K - $5.8K
|
260
$15.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-103- 0.89% |
$5.11K - $5.97K
|
11.5K
$673K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-113- 1.9% |
$5.61K - $6.55K
|
5.82K
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-114- 1.6% |
$5.66K - $6.61K
|
7.03K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-119- 0.57% |
$5.91K - $6.9K
|
20.7K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-125- 0.8% |
$6.21K - $7.25K
|
15.6K
$912K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-130- 2.24% |
$6.46K - $7.54K
|
5.67K
$332K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 13.59% |
$6.6K - $7.71K
|
846
$49.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-134- 2.57% |
$6.65K - $7.77K
|
5.09K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.93% |
$7.45K - $8.7K
|
16K
$937K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 2.51% |
$7.45K - $8.7K
|
5.82K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 3.45% |
$8.14K - $9.51K
|
4.58K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 2.76% |
$8.24K - $9.63K
|
5.86K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-180- 3.14% |
$8.94K - $10.4K
|
5.56K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-192- 1.19% |
$9.53K - $11.1K
|
15.9K
$931K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-195- 15.83% |
$9.68K - $11.3K
|
1.04K
$60.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-200- 2.36% |
$9.93K - $11.6K
|
8.27K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-200- 3.77% |
$9.93K - $11.6K
|
5.1K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-203- 1.75% |
$10.1K - $11.8K
|
11.4K
$668K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-219- 2.07% |
$10.9K - $12.7K
|
10.3K
$605K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-226- 3.75% |
$11.2K - $13.1K
|
5.8K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-232- 0.74% |
$11.5K - $13.5K
|
31.1K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-237- 1.21% |
$11.8K - $13.7K
|
19.3K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-243- 3.65% |
$12.1K - $14.1K
|
6.42K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 4.17% |
$12.2K - $14.3K
|
5.65K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-250- 5.75% |
$12.4K - $14.5K
|
4.1K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-268- 10.85% |
$13.3K - $15.5K
|
2.2K
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-274- 1.91% |
$13.6K - $15.9K
|
14.1K
$823K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-276- 4.35% |
$13.7K - $16K
|
6.07K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-292- 3.34% |
$14.5K - $16.9K
|
8.46K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-324- 1.28% |
$16.1K - $18.8K
|
25.1K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-339- 67.94% |
$16.8K - $19.7K
|
160
$9.36K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-351- 8.05% |
$17.4K - $20.4K
|
4.01K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-360- 0.33% |
$17.9K - $20.9K
|
109K
$6.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-372- 6.93% |
$18.5K - $21.6K
|
5K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-375- 5.36% |
$18.6K - $21.8K
|
6.63K
$388K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 9.15% |
$19.9K - $23.2K
|
3.97K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-425- 5.07% |
$21.1K - $24.7K
|
7.96K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-456- 0.41% |
$22.6K - $26.4K
|
111K
$6.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-462- 3.45% |
$22.9K - $26.8K
|
12.9K
$756K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-465- 8.31% |
$23.1K - $27K
|
5.13K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-469- 3.37% |
$23.3K - $27.2K
|
13.4K
$786K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-487- 1.63% |
$24.2K - $28.2K
|
29.3K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-496- 9.05% |
$24.6K - $28.8K
|
4.99K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-498- 7.97% |
$24.7K - $28.9K
|
5.75K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-529- 2.12% |
$26.3K - $30.7K
|
24.4K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-532- 10.14% |
$26.4K - $30.9K
|
4.71K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 10.35% |
$27.3K - $31.9K
|
4.76K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-550- 12.3% |
$27.3K - $31.9K
|
3.92K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-561- 12.86% |
$27.9K - $32.5K
|
3.8K
$222K
|