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
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.25K+ 22.85% |
$112K - $131K
|
12.1K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.25K+ 7.32% |
$112K - $130K
|
32.9K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.23K+ 1.19% |
$111K - $129K
|
189K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.21K+ 13.96% |
$110K - $128K
|
18K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.21K+ 13.01% |
$110K - $128K
|
19.2K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.19KNew |
$109K - $127K
|
2.19K
$129K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.15K+ 0.89% |
$107K - $125K
|
243K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.11K+ 32.8% |
$105K - $123K
|
8.56K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
2.11K+ 2.37% |
$105K - $122K
|
91.3K
$5.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 13.55% |
$104K - $122K
|
17.6K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.07K+ 50.68% |
$103K - $120K
|
6.17K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
2.03K+ 11.66% |
$101K - $117K
|
19.4K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02K+ 18.03% |
$100K - $117K
|
13.2K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2K+ 1.93% |
$99.5K - $116K
|
106K
$6.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
2K+ 0.41% |
$99.4K - $116K
|
490K
$28.9M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2K+ 179.42% |
$99.2K - $116K
|
3.11K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.98K+ 23.78% |
$98.5K - $115K
|
10.3K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 13.02% |
$98.1K - $115K
|
17.1K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.93K+ 2.25% |
$95.8K - $112K
|
87.6K
$5.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 31.11% |
$95.2K - $111K
|
8.08K
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.9K+ 10.82% |
$94.4K - $110K
|
19.5K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.9K+ 27.22% |
$94.2K - $110K
|
8.86K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.89K+ 5.73% |
$93.8K - $110K
|
34.8K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.87K+ 21.12% |
$92.7K - $108K
|
10.7K
$630K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.83K+ 42.36% |
$90.8K - $106K
|
6.15K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.82K+ 8.0% |
$90.2K - $105K
|
24.5K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 7.04% |
$88.8K - $104K
|
27.2K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.77K+ 6.4% |
$88K - $103K
|
29.5K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.69K+ 1.81% |
$83.7K - $97.8K
|
94.8K
$5.58M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.66K+ 15.37% |
$82.5K - $96.4K
|
12.5K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.64K+ 43.95% |
$81.6K - $95.4K
|
5.39K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.64K+ 32.24% |
$81.4K - $95.1K
|
6.72K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.64K+ 2.68% |
$81.3K - $95K
|
62.6K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.63K+ 27.29% |
$80.7K - $94.3K
|
7.59K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.61KNew |
$79.9K - $93.3K
|
1.61K
$94.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.56K+ 6.35% |
$77.3K - $90.2K
|
26K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.53K+ 12.25% |
$75.9K - $88.6K
|
14K
$824K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.5K+ 2.08% |
$74.5K - $87K
|
73.6K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.5K+ 10.23% |
$74.2K - $86.7K
|
16.1K
$948K
|
|
|
Aug 04, 2025
Q2 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
1.45K+ 239.57% |
$71.9K - $83.9K
|
2.05K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.43K+ 3.04% |
$71K - $82.9K
|
48.5K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.36K+ 7.28% |
$67.7K - $79.1K
|
20.1K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.36K+ 4.02% |
$67.7K - $79.1K
|
35.3K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 4.55% |
$66.9K - $78.1K
|
30.9K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.33K+ 26.09% |
$66.2K - $77.3K
|
6.44K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33K+ 9.82% |
$65.8K - $76.9K
|
14.8K
$872K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.3KNew |
$64.8K - $75.6K
|
1.3K
$76.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.29K+ 16.95% |
$64.3K - $75.1K
|
8.93K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.27K+ 9.09% |
$63.3K - $73.9K
|
15.3K
$900K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.27K+ 3.59% |
$63.1K - $73.7K
|
36.6K
$2.15M
|