Purchases and Sales Made in Q2 2024 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
210+ 1.79% |
$9.84K - $11.3K
|
11.9K
$639K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
203+ 149.26% |
$9.51K - $10.9K
|
339
$18.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
200+ 3.2% |
$9.37K - $10.8K
|
6.46K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
199+ 2.77% |
$9.33K - $10.7K
|
7.38K
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
198+ 8.59% |
$9.28K - $10.7K
|
2.5K
$134K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
198+ 0.69% |
$9.28K - $10.7K
|
29K
$1.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
197+ 7.19% |
$9.23K - $10.6K
|
2.94K
$157K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 1.82% |
$9.14K - $10.5K
|
10.9K
$585K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
179+ 1.46% |
$8.39K - $9.66K
|
12.5K
$668K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
172+ 2.29% |
$8.06K - $9.28K
|
7.7K
$413K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
169+ 1.03% |
$7.92K - $9.12K
|
16.6K
$890K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
169+ 0.73% |
$7.92K - $9.12K
|
23.2K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
151+ 1.38% |
$7.08K - $8.14K
|
11.1K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
151+ 1.87% |
$7.08K - $8.14K
|
8.22K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150+ 176.47% |
$7.03K - $8.09K
|
235
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
147New |
$6.89K - $7.93K
|
147
$7.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
137+ 1.2% |
$6.42K - $7.39K
|
11.6K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
130+ 2.95% |
$6.09K - $7.01K
|
4.54K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
129+ 1.13% |
$6.04K - $6.96K
|
11.5K
$619K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
127+ 19.69% |
$5.95K - $6.85K
|
772
$41.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
127New |
$5.95K - $6.85K
|
127
$6.81K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
125+ 3.0% |
$5.86K - $6.74K
|
4.29K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
125+ 0.48% |
$5.86K - $6.74K
|
26K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
124+ 2.14% |
$5.81K - $6.69K
|
5.91K
$317K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
122+ 0.46% |
$5.72K - $6.58K
|
26.7K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
120New |
$5.62K - $6.47K
|
120
$6.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
118+ 1.68% |
$5.53K - $6.36K
|
7.15K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
115+ 0.25% |
$5.39K - $6.2K
|
45.6K
$2.44M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 1.59% |
$5.34K - $6.15K
|
7.26K
$389K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 170.0% |
$4.78K - $5.5K
|
162
$8.68K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 14.66% |
$4.69K - $5.39K
|
782
$41.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
96+ 1.65% |
$4.5K - $5.18K
|
5.93K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
94+ 1.04% |
$4.4K - $5.07K
|
9.14K
$490K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
90+ 1.34% |
$4.22K - $4.85K
|
6.78K
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
86+ 117.81% |
$4.03K - $4.64K
|
159
$8.52K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
85+ 1.34% |
$3.98K - $4.58K
|
6.43K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
85+ 0.7% |
$3.98K - $4.58K
|
12.3K
$658K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
84+ 9.3% |
$3.94K - $4.53K
|
987
$52.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
84+ 10.69% |
$3.94K - $4.53K
|
870
$46.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
80+ 0.82% |
$3.75K - $4.32K
|
9.79K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
79+ 1.64% |
$3.7K - $4.26K
|
4.91K
$263K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
77+ 102.67% |
$3.61K - $4.15K
|
152
$8.15K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
72+ 1.15% |
$3.37K - $3.88K
|
6.34K
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
72+ 0.7% |
$3.37K - $3.88K
|
10.4K
$556K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
71New |
$3.33K - $3.83K
|
71
$3.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
70+ 0.51% |
$3.28K - $3.78K
|
13.9K
$745K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
69+ 3.17% |
$3.23K - $3.72K
|
2.25K
$120K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
66+ 1.0% |
$3.09K - $3.56K
|
6.66K
$357K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
66+ 22.45% |
$3.09K - $3.56K
|
360
$19.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
64+ 0.44% |
$3K - $3.45K
|
14.7K
$787K
|