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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
65+ 1.07% |
$3.66K - $4.04K
|
6.14K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
64New |
$3.6K - $3.97K
|
64
$3.88K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
63+ 2.98% |
$3.55K - $3.91K
|
2.18K
$132K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
62+ 0.6% |
$3.49K - $3.85K
|
10.4K
$632K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
60+ 30.0% |
$3.38K - $3.73K
|
260
$15.7K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
60New |
$3.38K - $3.73K
|
60
$3.63K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
56+ 0.14% |
$3.15K - $3.48K
|
39.2K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
56+ 2.54% |
$3.15K - $3.48K
|
2.26K
$137K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
53+ 0.7% |
$2.98K - $3.29K
|
7.65K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
50+ 0.41% |
$2.82K - $3.11K
|
12.3K
$746K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$2.82K - $3.11K
|
50
$3.03K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
49+ 0.57% |
$2.76K - $3.04K
|
8.59K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
47+ 1.22% |
$2.65K - $2.92K
|
3.9K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 0.64% |
$2.53K - $2.79K
|
7.06K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
45New |
$2.53K - $2.79K
|
45
$2.73K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 7.01% |
$2.42K - $2.67K
|
656
$39.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
42New |
$2.37K - $2.61K
|
42
$2.54K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
42+ 0.83% |
$2.37K - $2.61K
|
5.13K
$311K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
39+ 7.44% |
$2.2K - $2.42K
|
563
$34.1K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
39New |
$2.2K - $2.42K
|
39
$2.36K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
39+ 7.09% |
$2.2K - $2.42K
|
589
$35.7K
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
36+ 0.78% |
$2.03K - $2.24K
|
4.62K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
35+ 0.29% |
$1.97K - $2.17K
|
12.2K
$736K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
35+ 0.76% |
$1.97K - $2.17K
|
4.62K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
34+ 0.33% |
$1.91K - $2.11K
|
10.4K
$629K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33+ 0.21% |
$1.86K - $2.05K
|
15.5K
$937K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
29New |
$1.63K - $1.8K
|
29
$1.76K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
28New |
$1.58K - $1.74K
|
28
$1.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 82.35% |
$1.58K - $1.74K
|
62
$3.75K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27+ 0.08% |
$1.52K - $1.68K
|
32.7K
$1.98M
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
26+ 1.07% |
$1.46K - $1.61K
|
2.46K
$149K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
21+ 0.3% |
$1.18K - $1.3K
|
7.02K
$425K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.06% |
$1.18K - $1.3K
|
32.7K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
21+ 0.45% |
$1.18K - $1.3K
|
4.64K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
21+ 0.48% |
$1.18K - $1.3K
|
4.37K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 0.14% |
$1.13K - $1.24K
|
14.5K
$880K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 1.68% |
$957 - $1.06K
|
1.03K
$62.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
17+ 0.04% |
$957 - $1.06K
|
48.5K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.25% |
$901 - $994
|
6.49K
$393K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$845 - $932
|
5.13K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 53.57% |
$845 - $932
|
43
$2.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.79% |
$845 - $932
|
552
$33.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14+ 0.25% |
$788 - $869
|
5.53K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.07% |
$788 - $869
|
18.9K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14+ 9.27% |
$788 - $869
|
165
$9.99K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
13+ 0.05% |
$732 - $807
|
26.2K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 0.38% |
$732 - $807
|
3.45K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
13+ 7.74% |
$732 - $807
|
181
$11K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.03% |
$732 - $807
|
39.1K
$2.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
13+ 0.2% |
$732 - $807
|
6.48K
$392K
|
|