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 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.35KNew |
$189K - $208K
|
3.35K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.34KNew |
$188K - $207K
|
3.34K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 1.74% |
$188K - $207K
|
196K
$11.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$188K - $207K
|
3.33K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
3.32KNew |
$187K - $206K
|
3.32K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.3K+ 10.3% |
$186K - $205K
|
35.4K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.3KNew |
$186K - $205K
|
3.3K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$186K - $205K
|
3.29K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.29KNew |
$185K - $204K
|
3.29K
$199K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.28KNew |
$185K - $204K
|
3.28K
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.28KNew |
$185K - $204K
|
3.28K
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.28K+ 69.75% |
$185K - $204K
|
7.98K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.27KNew |
$184K - $203K
|
3.27K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 2.04% |
$176K - $194K
|
156K
$9.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.12K+ 369.79% |
$176K - $194K
|
3.97K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.12K+ 3.29% |
$176K - $194K
|
97.9K
$5.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.08K+ 11.6% |
$173K - $191K
|
29.6K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.04K+ 1.28% |
$171K - $189K
|
241K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.03K+ 3.75% |
$171K - $188K
|
83.9K
$5.08M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.03K+ 60.52% |
$171K - $188K
|
8.03K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 50.27% |
$170K - $188K
|
9.03K
$547K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.98K+ 0.23% |
$168K - $185K
|
1.3M
$78.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 16.34% |
$167K - $184K
|
21.1K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.96KNew |
$167K - $184K
|
2.96K
$179K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.93K+ 5.68% |
$165K - $182K
|
54.6K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
2.91K+ 14.19% |
$164K - $181K
|
23.4K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.9K+ 3.02% |
$163K - $180K
|
98.9K
$5.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.88KNew |
$162K - $179K
|
2.88K
$175K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 33.06% |
$159K - $175K
|
11.4K
$689K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.81K+ 9.81% |
$158K - $174K
|
31.4K
$1.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.78KNew |
$156K - $172K
|
2.78K
$168K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
2.77K+ 11.31% |
$156K - $172K
|
27.3K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.77K+ 621.52% |
$156K - $172K
|
3.22K
$195K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.75K+ 10.39% |
$155K - $171K
|
29.3K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.73K+ 8.9% |
$154K - $170K
|
33.4K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.72K+ 25.26% |
$153K - $169K
|
13.5K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.71K+ 2.89% |
$153K - $168K
|
96.5K
$5.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.64K+ 13.14% |
$149K - $164K
|
22.7K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.63K+ 57.34% |
$148K - $164K
|
7.23K
$438K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.62K+ 20.54% |
$147K - $162K
|
15.3K
$929K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.6K+ 15.46% |
$146K - $161K
|
19.4K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.57K+ 20.46% |
$144K - $159K
|
15.1K
$914K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.55K+ 27.32% |
$144K - $158K
|
11.9K
$720K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.47KNew |
$139K - $154K
|
2.47K
$150K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.45K+ 29.09% |
$138K - $152K
|
10.9K
$660K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.41K+ 26.23% |
$136K - $150K
|
11.6K
$703K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.38K+ 20.07% |
$134K - $148K
|
14.2K
$861K
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.36K+ 12.33% |
$133K - $147K
|
21.5K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 25.66% |
$132K - $145K
|
11.5K
$694K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.31K+ 0.68% |
$130K - $143K
|
340K
$20.6M
|
|