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 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.26K+ 0.76% |
$62.8K - $73.3K
|
167K
$9.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.26K+ 0.33% |
$62.6K - $73.1K
|
383K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.25K+ 0.57% |
$62K - $72.4K
|
219K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 20.54% |
$59.7K - $69.8K
|
7.06K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2K+ 5.07% |
$59.7K - $69.8K
|
24.9K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.2K+ 22.89% |
$59.6K - $69.6K
|
6.44K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 4.22% |
$59K - $68.9K
|
29.4K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 4.49% |
$57.1K - $66.7K
|
26.8K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.13K+ 5.01% |
$55.9K - $65.3K
|
23.6K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.12K+ 28.28% |
$55.5K - $64.8K
|
5.07K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.11K+ 2.51% |
$55K - $64.2K
|
45.2K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.1K+ 10.59% |
$54.5K - $63.6K
|
11.5K
$674K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 13.35% |
$52.9K - $61.8K
|
9.05K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.06K+ 5.44% |
$52.6K - $61.4K
|
20.5K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.04K+ 16.56% |
$51.7K - $60.4K
|
7.33K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 0.53% |
$51.5K - $60.1K
|
198K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.03K+ 11.88% |
$51.1K - $59.7K
|
9.7K
$571K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.01K+ 0.36% |
$50.4K - $58.8K
|
282K
$16.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 6.52% |
$49.8K - $58.2K
|
16.4K
$964K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1K+ 1.55% |
$49.8K - $58.2K
|
65.8K
$3.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1K+ 435.65% |
$49.8K - $58.1K
|
1.23K
$72.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1K+ 1.64% |
$49.7K - $58.1K
|
62.2K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 5.1% |
$49.7K - $58K
|
20.6K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
970+ 1.65% |
$48.2K - $56.3K
|
59.9K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
959+ 0.83% |
$47.6K - $55.6K
|
116K
$6.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
958+ 2.83% |
$47.6K - $55.6K
|
34.8K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
936+ 0.92% |
$46.5K - $54.3K
|
103K
$6.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
933+ 11.79% |
$46.3K - $54.1K
|
8.84K
$520K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
907+ 9.96% |
$45K - $52.6K
|
10K
$589K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
878+ 7.26% |
$43.6K - $50.9K
|
13K
$763K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
865+ 27.66% |
$43K - $50.2K
|
3.99K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
858+ 21.19% |
$42.6K - $49.8K
|
4.91K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
842+ 6.04% |
$41.8K - $48.8K
|
14.8K
$870K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
842+ 4.34% |
$41.8K - $48.8K
|
20.2K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
840+ 0.55% |
$41.7K - $48.7K
|
153K
$9.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
830+ 1.71% |
$41.2K - $48.1K
|
49.4K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
818+ 4.5% |
$40.6K - $47.4K
|
19K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
803+ 20.42% |
$39.9K - $46.6K
|
4.74K
$279K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
792+ 1.76% |
$39.3K - $45.9K
|
45.8K
$2.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
778+ 11.11% |
$38.6K - $45.1K
|
7.78K
$458K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
772+ 0.18% |
$38.3K - $44.8K
|
441K
$25.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
760+ 20.11% |
$37.7K - $44.1K
|
4.54K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
748+ 4.3% |
$37.1K - $43.4K
|
18.1K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
745+ 5.36% |
$37K - $43.2K
|
14.6K
$861K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
731+ 1.66% |
$36.3K - $42.4K
|
44.8K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
727+ 0.95% |
$36.1K - $42.2K
|
77.2K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
725+ 3.47% |
$36K - $42.1K
|
21.6K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
700+ 4.76% |
$34.8K - $40.6K
|
15.4K
$907K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
699+ 7.49% |
$34.7K - $40.5K
|
10K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
696+ 17.76% |
$34.6K - $40.4K
|
4.62K
$272K
|