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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
61+ 1.28% |
$2.86K - $3.29K
|
4.83K
$259K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 0.42% |
$2.86K - $3.29K
|
14.6K
$785K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
60+ 5.77% |
$2.81K - $3.24K
|
1.1K
$58.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
53+ 0.28% |
$2.48K - $2.86K
|
19.1K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
53+ 1.03% |
$2.48K - $2.86K
|
5.18K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
51+ 0.52% |
$2.39K - $2.75K
|
9.9K
$530K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
50+ 5.29% |
$2.34K - $2.7K
|
995
$53.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
49New |
$2.3K - $2.64K
|
49
$2.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 0.39% |
$2.3K - $2.64K
|
12.5K
$670K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 0.32% |
$2.06K - $2.37K
|
13.8K
$741K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41+ 0.16% |
$1.92K - $2.21K
|
26.3K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41New |
$1.92K - $2.21K
|
41
$2.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$1.92K - $2.21K
|
41
$2.2K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40+ 1.8% |
$1.87K - $2.16K
|
2.26K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40+ 0.45% |
$1.87K - $2.16K
|
8.87K
$475K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
39+ 6.39% |
$1.83K - $2.1K
|
649
$34.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
36+ 0.87% |
$1.69K - $1.94K
|
4.16K
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 1.48% |
$1.59K - $1.83K
|
2.34K
$125K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
33+ 0.61% |
$1.55K - $1.78K
|
5.46K
$293K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
31+ 1.14% |
$1.45K - $1.67K
|
2.75K
$148K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 1.31% |
$1.41K - $1.62K
|
2.33K
$125K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30+ 16.85% |
$1.41K - $1.62K
|
208
$11.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
30+ 0.19% |
$1.41K - $1.62K
|
15.8K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 16.85% |
$1.41K - $1.62K
|
208
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
27+ 10.59% |
$1.27K - $1.46K
|
282
$15.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26+ 0.34% |
$1.22K - $1.4K
|
7.59K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
25+ 0.47% |
$1.17K - $1.35K
|
5.39K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.29% |
$1.08K - $1.24K
|
1.81K
$96.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 60.0% |
$984 - $1.13K
|
56
$3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21+ 0.48% |
$984 - $1.13K
|
4.42K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 14.0% |
$984 - $1.13K
|
171
$9.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 23.81% |
$937 - $1.08K
|
104
$5.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$937 - $1.08K
|
20
$1.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 24.62% |
$750 - $863
|
81
$4.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16New |
$750 - $863
|
16
$857
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
14+ 0.62% |
$656 - $755
|
2.28K
$122K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 0.51% |
$656 - $755
|
2.79K
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$609 - $701
|
13
$697
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
13New |
$609 - $701
|
13
$697
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$609 - $701
|
16.8K
$901K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 0.41% |
$609 - $701
|
3.2K
$171K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 4.04% |
$562 - $647
|
309
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
11+ 0.2% |
$515 - $593
|
5.4K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.59% |
$469 - $539
|
1.71K
$91.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
10+ 0.03% |
$469 - $539
|
37.8K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 2.92% |
$469 - $539
|
352
$18.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.01% |
$422 - $485
|
81.4K
$4.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 1.38% |
$422 - $485
|
661
$35.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 1.21% |
$375 - $432
|
670
$35.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.09% |
$375 - $432
|
9.4K
$504K
|