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 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.61K+ 17.88% |
$279K - $325K
|
37K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.61K+ 16.82% |
$279K - $325K
|
39K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.61K+ 6.25% |
$278K - $325K
|
95.4K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.6KNew |
$278K - $325K
|
5.6K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
5.57K+ 10.98% |
$276K - $323K
|
56.3K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.5KNew |
$273K - $319K
|
5.5K
$324K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.48K+ 48.38% |
$272K - $318K
|
16.8K
$990K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.48K+ 36.61% |
$272K - $318K
|
20.4K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.45K+ 1.58% |
$271K - $316K
|
350K
$20.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.32K+ 9.44% |
$264K - $309K
|
61.7K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
BUY
|
- |
5.28K+ 20.06% |
$262K - $306K
|
31.6K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.1KNew |
$253K - $296K
|
5.1K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.05K+ 101.02% |
$251K - $293K
|
10K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
5.04K+ 39.91% |
$250K - $292K
|
17.7K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.03KNew |
$250K - $292K
|
5.03K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5K+ 8.1% |
$248K - $290K
|
66.7K
$3.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.97K+ 120.34% |
$247K - $288K
|
9.1K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96K+ 21.53% |
$246K - $287K
|
28K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.93K+ 2972.29% |
$245K - $286K
|
5.1K
$300K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
4.91KNew |
$244K - $285K
|
4.91K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 72.26% |
$239K - $279K
|
11.5K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.72K+ 2.69% |
$234K - $274K
|
180K
$10.6M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
4.7K+ 0.73% |
$233K - $272K
|
647K
$38.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.69K+ 13.05% |
$233K - $272K
|
40.7K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4.62KNew |
$229K - $268K
|
4.62K
$272K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.6KNew |
$228K - $267K
|
4.6K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.56KNew |
$226K - $264K
|
4.56K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.54K+ 29.43% |
$225K - $263K
|
20K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
BUY
|
- |
4.51K+ 19.59% |
$224K - $262K
|
27.5K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.37K+ 7.91% |
$217K - $253K
|
59.6K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 40.0% |
$213K - $249K
|
15K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.25KNew |
$211K - $247K
|
4.25K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 13.33% |
$210K - $245K
|
35.9K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.22K+ 15.95% |
$210K - $245K
|
30.7K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.18KNew |
$208K - $243K
|
4.18K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.16KNew |
$207K - $241K
|
4.16K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.15K+ 2.41% |
$206K - $241K
|
176K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
4.1K+ 32.3% |
$203K - $238K
|
16.8K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.06K+ 16.27% |
$202K - $236K
|
29K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
4.05KNew |
$201K - $235K
|
4.05K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.03K+ 27.11% |
$200K - $234K
|
18.9K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3.98K+ 107.43% |
$197K - $231K
|
7.68K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.98K+ 5.92% |
$197K - $231K
|
71.1K
$4.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$197K - $230K
|
3.96K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.96KNew |
$196K - $229K
|
3.96K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.95KNew |
$196K - $229K
|
3.95K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.91K+ 8.41% |
$194K - $227K
|
50.4K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.9K+ 99.41% |
$194K - $226K
|
7.82K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.88K+ 66.95% |
$193K - $225K
|
9.68K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.85KNew |
$191K - $223K
|
3.85K
$226K
|