Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
200New |
$11.3K - $12.4K
|
200
$12.1K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 7.27% |
$11.3K - $12.4K
|
2.95K
$179K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
186+ 4.87% |
$10.5K - $11.6K
|
4.01K
$243K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
186+ 2.0% |
$10.5K - $11.6K
|
9.46K
$573K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
182+ 1.11% |
$10.3K - $11.3K
|
16.6K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
180+ 3.29% |
$10.1K - $11.2K
|
5.66K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
173+ 1.03% |
$9.74K - $10.7K
|
16.9K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
172+ 54.09% |
$9.69K - $10.7K
|
490
$29.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
171+ 0.05% |
$9.63K - $10.6K
|
361K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
169+ 20.51% |
$9.52K - $10.5K
|
993
$60.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
169+ 0.43% |
$9.52K - $10.5K
|
39.1K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
162+ 4.51% |
$9.12K - $10.1K
|
3.76K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
161+ 60.53% |
$9.07K - $10K
|
427
$25.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
160+ 1.19% |
$9.01K - $9.94K
|
13.6K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
156+ 503.23% |
$8.79K - $9.69K
|
187
$11.3K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
154+ 0.94% |
$8.67K - $9.56K
|
16.5K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
149+ 3.29% |
$8.39K - $9.25K
|
4.67K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
146+ 34.35% |
$8.22K - $9.07K
|
571
$34.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
144+ 1.05% |
$8.11K - $8.94K
|
13.9K
$841K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
141+ 0.38% |
$7.94K - $8.76K
|
36.9K
$2.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
140+ 2.37% |
$7.88K - $8.69K
|
6.05K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
139+ 0.84% |
$7.83K - $8.63K
|
16.8K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
136+ 31.92% |
$7.66K - $8.45K
|
562
$34K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
121+ 6.89% |
$6.81K - $7.51K
|
1.88K
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
120+ 3.04% |
$6.76K - $7.45K
|
4.07K
$246K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
119+ 1.32% |
$6.7K - $7.39K
|
9.12K
$552K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116+ 828.57% |
$6.53K - $7.2K
|
130
$7.87K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
115+ 1.47% |
$6.48K - $7.14K
|
7.93K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
108+ 19.64% |
$6.08K - $6.71K
|
658
$39.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
104+ 0.61% |
$5.86K - $6.46K
|
17.2K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
104New |
$5.86K - $6.46K
|
104
$6.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
101+ 2.65% |
$5.69K - $6.27K
|
3.91K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100+ 9.75% |
$5.63K - $6.21K
|
1.13K
$68.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 38.46% |
$5.63K - $6.21K
|
360
$21.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
100+ 62.89% |
$5.63K - $6.21K
|
259
$15.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
99+ 2.15% |
$5.58K - $6.15K
|
4.71K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
97+ 2.02% |
$5.46K - $6.02K
|
4.9K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
96+ 1.56% |
$5.41K - $5.96K
|
6.24K
$378K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
94New |
$5.29K - $5.84K
|
94
$5.69K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
93+ 0.94% |
$5.24K - $5.78K
|
10K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
91New |
$5.13K - $5.65K
|
91
$5.51K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
88+ 0.81% |
$4.96K - $5.46K
|
11K
$665K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
88+ 18.92% |
$4.96K - $5.46K
|
553
$33.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.12% |
$4.84K - $5.34K
|
4.13K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85+ 1.23% |
$4.79K - $5.28K
|
7K
$424K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
82New |
$4.62K - $5.09K
|
82
$4.97K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
79+ 3.61% |
$4.45K - $4.91K
|
2.27K
$137K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
78+ 5.7% |
$4.39K - $4.84K
|
1.45K
$87.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
76+ 0.5% |
$4.28K - $4.72K
|
15.4K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
68+ 0.6% |
$3.83K - $4.22K
|
11.5K
$695K
|
|