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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
690New |
$34.3K - $40K
|
690
$40.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
687+ 43.48% |
$34.1K - $39.8K
|
2.27K
$133K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
684+ 0.93% |
$34K - $39.7K
|
73.9K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
680+ 5.55% |
$33.8K - $39.4K
|
12.9K
$761K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
656+ 13.04% |
$32.6K - $38K
|
5.69K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
646+ 16.4% |
$32.1K - $37.5K
|
4.59K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
645+ 10.32% |
$32K - $37.4K
|
6.9K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
634+ 16.62% |
$31.5K - $36.8K
|
4.45K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
622+ 24.95% |
$30.9K - $36.1K
|
3.12K
$183K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
610+ 5.99% |
$30.3K - $35.4K
|
10.8K
$635K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
610+ 15.31% |
$30.3K - $35.4K
|
4.59K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
603+ 10.29% |
$29.9K - $35K
|
6.46K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
587+ 9.57% |
$29.2K - $34K
|
6.72K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
565+ 1.83% |
$28.1K - $32.8K
|
31.5K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
550+ 2.08% |
$27.3K - $31.9K
|
27K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
534+ 3.56% |
$26.5K - $31K
|
15.5K
$915K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
533+ 10.78% |
$26.5K - $30.9K
|
5.48K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
533+ 5.43% |
$26.5K - $30.9K
|
10.4K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
522New |
$25.9K - $30.3K
|
522
$30.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
517+ 4.58% |
$25.7K - $30K
|
11.8K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
513+ 5.37% |
$25.5K - $29.8K
|
10.1K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
498+ 4.01% |
$24.7K - $28.9K
|
12.9K
$760K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
497+ 1.47% |
$24.7K - $28.8K
|
34.4K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 6.07% |
$24.3K - $28.4K
|
8.56K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
488+ 1.83% |
$24.2K - $28.3K
|
27.2K
$1.6M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
476+ 0.9% |
$23.6K - $27.6K
|
53.6K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
473+ 2.88% |
$23.5K - $27.4K
|
16.9K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
466+ 6.12% |
$23.1K - $27K
|
8.09K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
456+ 0.88% |
$22.6K - $26.4K
|
52.5K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
447+ 1.95% |
$22.2K - $25.9K
|
23.3K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
445New |
$22.1K - $25.8K
|
445
$26.2K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
444+ 3.7% |
$22K - $25.8K
|
12.4K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
436+ 2.54% |
$21.7K - $25.3K
|
17.6K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433+ 6.18% |
$21.5K - $25.1K
|
7.44K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
425New |
$21.1K - $24.7K
|
425
$25K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
422+ 5.36% |
$21K - $24.5K
|
8.29K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
416+ 3.51% |
$20.7K - $24.1K
|
12.3K
$722K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
411+ 14.95% |
$20.4K - $23.8K
|
3.16K
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
404+ 3.31% |
$20.1K - $23.4K
|
12.6K
$743K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
400+ 3.01% |
$19.9K - $23.2K
|
13.7K
$806K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
399+ 11.65% |
$19.8K - $23.1K
|
3.82K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
395+ 10.21% |
$19.6K - $22.9K
|
4.26K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
391New |
$19.4K - $22.7K
|
391
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
388+ 9.94% |
$19.3K - $22.5K
|
4.29K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
387+ 5.32% |
$19.2K - $22.4K
|
7.66K
$451K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
380+ 14.46% |
$18.9K - $22K
|
3.01K
$177K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
377+ 0.94% |
$18.7K - $21.9K
|
40.6K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
371+ 13.28% |
$18.4K - $21.5K
|
3.16K
$186K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
370+ 2.0% |
$18.4K - $21.5K
|
18.9K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
361+ 4.05% |
$17.9K - $20.9K
|
9.28K
$546K
|