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 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-604- 12.1% |
$30K - $35K
|
4.39K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-617- 52.87% |
$30.6K - $35.8K
|
550
$32.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-617- 7.1% |
$30.6K - $35.8K
|
8.08K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-630- 1.24% |
$31.3K - $36.5K
|
50.3K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-647- 11.81% |
$32.1K - $37.5K
|
4.83K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-681- 12.07% |
$33.8K - $39.5K
|
4.96K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-685- 6.84% |
$34K - $39.7K
|
9.33K
$546K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-700- 3.32% |
$34.8K - $40.6K
|
20.4K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-708- 12.24% |
$35.2K - $41.1K
|
5.08K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-771- 4.88% |
$38.3K - $44.7K
|
15K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-800- 0.41% |
$39.7K - $46.4K
|
193K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-806- 4.11% |
$40K - $46.7K
|
18.8K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-864- 2.53% |
$42.9K - $50.1K
|
33.3K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-866- 6.0% |
$43K - $50.2K
|
13.6K
$793K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-873- 4.48% |
$43.4K - $50.6K
|
18.6K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-995- 18.65% |
$49.4K - $57.7K
|
4.34K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.11K- 20.48% |
$55.2K - $64.4K
|
4.32K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 58.02% |
$56.6K - $66.1K
|
824
$48.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.2K- 7.54% |
$59.7K - $69.7K
|
14.7K
$863K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.28K- 23.1% |
$63.7K - $74.4K
|
4.27K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 8.07% |
$64.2K - $74.9K
|
14.7K
$861K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.32K- 12.73% |
$65.3K - $76.3K
|
9.01K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.37K- 7.61% |
$68.1K - $79.5K
|
16.6K
$973K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.42K- 57.84% |
$70.3K - $82.1K
|
1.03K
$60.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.48K- 19.12% |
$73.5K - $85.8K
|
6.26K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.51K- 23.98% |
$75.2K - $87.8K
|
4.8K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.54K- 9.96% |
$76.5K - $89.3K
|
13.9K
$814K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.8K- 2.52% |
$89.4K - $104K
|
69.6K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.81K- 6.19% |
$89.6K - $105K
|
27.4K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.94K- 4.72% |
$96.3K - $112K
|
39.1K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.46K- 13.52% |
$122K - $143K
|
15.7K
$921K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.55K- 34.74% |
$127K - $148K
|
4.79K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 34.52% |
$132K - $155K
|
5.06K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.73K- 2.77% |
$135K - $158K
|
95.7K
$5.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.9K- 6.91% |
$144K - $168K
|
39.1K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.95K- 27.91% |
$147K - $171K
|
7.63K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.27K- 11.34% |
$212K - $248K
|
33.4K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.96K- 29.37% |
$246K - $287K
|
11.9K
$697K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-5.31K- 9.68% |
$264K - $308K
|
49.6K
$2.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.15K- 1.5% |
$305K - $357K
|
403K
$23.6M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-6.21K- 42.33% |
$308K - $360K
|
8.46K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-11.3K- 71.27% |
$561K - $655K
|
4.55K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-11.6K- 19.26% |
$576K - $672K
|
48.6K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-13.2K- 26.38% |
$654K - $764K
|
36.7K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-19.3K- 69.13% |
$960K - $1.12M
|
8.63K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.8K- 6.31% |
$1.13M - $1.32M
|
338K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-94.2K- 43.53% |
$4.68M - $5.46M
|
122K
$7.15M
|