Purchases and Sales Made in Q4 2025 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
507K+ 1884.5% |
$29.6M - $31.3M
|
534K
$32.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 11.46% |
$2.77M - $2.93M
|
461K
$27.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42.1K+ 16.17% |
$2.46M - $2.6M
|
302K
$18.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
32.8K+ 455.21% |
$1.92M - $2.02M
|
40K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
24.4K+ 192.06% |
$1.43M - $1.5M
|
37.1K
$2.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.9K+ 211.64% |
$635K - $670K
|
16K
$968K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 7.68% |
$554K - $584K
|
133K
$8.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.37K+ 56.09% |
$548K - $578K
|
26.1K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.36K+ 2.38% |
$548K - $578K
|
403K
$24.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
8.68K+ 2.07% |
$508K - $535K
|
428K
$25.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.41K+ 3.88% |
$492K - $519K
|
225K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.38K+ 12.79% |
$373K - $393K
|
56.2K
$3.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.53K+ 2.68% |
$265K - $279K
|
174K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.14K+ 68.7% |
$242K - $256K
|
10.2K
$616K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.57KNew |
$209K - $220K
|
3.57K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.53KNew |
$207K - $218K
|
3.53K
$214K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.4KNew |
$199K - $210K
|
3.4K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.11K+ 193.64% |
$182K - $192K
|
4.71K
$285K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.94K+ 2.39% |
$172K - $181K
|
126K
$7.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.51K+ 2.93% |
$147K - $155K
|
88.4K
$5.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.15K+ 3.04% |
$126K - $133K
|
72.9K
$4.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.84KNew |
$107K - $113K
|
1.84K
$111K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.81K+ 10.95% |
$106K - $112K
|
18.4K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.77K+ 43.69% |
$104K - $109K
|
5.83K
$353K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 22.08% |
$93.2K - $98.3K
|
8.81K
$534K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.55K+ 7.6% |
$90.8K - $95.7K
|
22K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.24K+ 14.36% |
$72.5K - $76.5K
|
9.87K
$598K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09K+ 7.18% |
$63.5K - $67K
|
16.2K
$981K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
973New |
$56.9K - $60K
|
973
$58.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
907+ 36.75% |
$53.1K - $56K
|
3.38K
$204K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
874+ 10.81% |
$51.1K - $53.9K
|
8.96K
$542K
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
740+ 11.17% |
$43.3K - $45.7K
|
7.37K
$446K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
735+ 8.76% |
$43K - $45.3K
|
9.12K
$552K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
673+ 10.22% |
$39.4K - $41.5K
|
7.26K
$439K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
645+ 12.61% |
$37.7K - $39.8K
|
5.76K
$349K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
641+ 4.1% |
$37.5K - $39.5K
|
16.3K
$986K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
621+ 5.7% |
$36.3K - $38.3K
|
11.5K
$697K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
600+ 4.26% |
$35.1K - $37K
|
14.7K
$890K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
579+ 4.91% |
$33.9K - $35.7K
|
12.4K
$749K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
498+ 5.52% |
$29.1K - $30.7K
|
9.52K
$577K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
490+ 5.96% |
$28.7K - $30.2K
|
8.71K
$527K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
483+ 45.35% |
$28.3K - $29.8K
|
1.55K
$93.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
469+ 47.76% |
$27.4K - $28.9K
|
1.45K
$87.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
344+ 8.74% |
$20.1K - $21.2K
|
4.28K
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
337+ 0.86% |
$19.7K - $20.8K
|
39.4K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
322+ 1.93% |
$18.8K - $19.9K
|
17K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
320+ 23.21% |
$18.7K - $19.7K
|
1.7K
$103K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
292+ 4.98% |
$17.1K - $18K
|
6.16K
$373K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
270+ 4.4% |
$15.8K - $16.7K
|
6.41K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
194+ 2.25% |
$11.3K - $12K
|
8.8K
$533K
|
|