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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.57% |
$676 - $745
|
2.12K
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 22.45% |
$620 - $683
|
60
$3.63K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.13% |
$563 - $621
|
7.85K
$475K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10+ 0.12% |
$563 - $621
|
8.4K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9+ 7.38% |
$507 - $559
|
131
$7.93K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.05% |
$507 - $559
|
17.6K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9New |
$507 - $559
|
9
$545
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
9+ 0.07% |
$507 - $559
|
13.1K
$792K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
9+ 45.0% |
$507 - $559
|
29
$1.76K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.8% |
$507 - $559
|
1.13K
$68.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9New |
$507 - $559
|
9
$545
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8+ 0.13% |
$451 - $497
|
5.98K
$362K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.02% |
$451 - $497
|
40.7K
$2.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 3.05% |
$451 - $497
|
270
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
8New |
$451 - $497
|
8
$484
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 0.7% |
$451 - $497
|
1.15K
$69.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8New |
$451 - $497
|
8
$484
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 1.67% |
$394 - $435
|
425
$25.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6New |
$338 - $373
|
6
$363
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6+ 1.2% |
$338 - $373
|
506
$30.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6+ 0.33% |
$338 - $373
|
1.85K
$112K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.16% |
$338 - $373
|
3.7K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6+ 1.19% |
$338 - $373
|
509
$30.8K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6New |
$338 - $373
|
6
$363
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.91% |
$282 - $311
|
555
$33.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 3.57% |
$282 - $311
|
145
$8.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4+ 0.05% |
$225 - $248
|
7.79K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
4+ 0.08% |
$225 - $248
|
5.13K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 10.26% |
$225 - $248
|
43
$2.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
4+ 0.03% |
$225 - $248
|
14.4K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.13% |
$225 - $248
|
3.11K
$189K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$169 - $186
|
7.62K
$461K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3+ 100.0% |
$169 - $186
|
6
$363
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$169 - $186
|
3
$182
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
2+ 1.1% |
$113 - $124
|
183
$11.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.02% |
$113 - $124
|
10.9K
$659K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.26% |
$113 - $124
|
757
$45.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 100.0% |
$113 - $124
|
4
$242
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2+ 0.01% |
$113 - $124
|
14.1K
$856K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.35% |
$113 - $124
|
150
$9.08K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.47% |
$56.3 - $62.1
|
216
$13.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$56.3 - $62.1
|
219
$13.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.98% |
$56.3 - $62.1
|
103
$6.24K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 0.11% |
$56.3 - $62.1
|
900
$54.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 7.69% |
$56.3 - $62.1
|
14
$848
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1+ 0.0% |
$56.3 - $62.1
|
28.5K
$1.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.46% |
$56.3 - $62.1
|
218
$13.2K
|
|
| Q2 2025 | |||||||
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
2.21MNew |
$110M - $128M
|
2.21M
$134M
|
|