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 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.46% |
$328 - $378
|
291
$15.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 5.26% |
$328 - $378
|
140
$7.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 26.32% |
$234 - $270
|
24
$1.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 31.25% |
$234 - $270
|
21
$1.13K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 1.45% |
$141 - $162
|
210
$11.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.29% |
$141 - $162
|
236
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.61% |
$141 - $162
|
491
$26.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$141 - $162
|
7.42K
$398K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 2.33% |
$93.7 - $108
|
88
$4.72K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.44% |
$93.7 - $108
|
141
$7.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.95% |
$93.7 - $108
|
212
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.02% |
$93.7 - $108
|
11.2K
$602K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.02% |
$46.9 - $53.9
|
5.56K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$46.9 - $53.9
|
1
$53.6
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1- 0.02% |
$46.9 - $53.9
|
5.59K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 15.38% |
$93.7 - $108
|
11
$589
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2- 0.04% |
$93.7 - $108
|
5.13K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.59% |
$141 - $162
|
503
$27K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 4.35% |
$141 - $162
|
66
$3.54K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.42% |
$234 - $270
|
1.18K
$63.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.25% |
$328 - $378
|
2.78K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9- 0.03% |
$422 - $485
|
31.2K
$1.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.62% |
$469 - $539
|
1.59K
$85.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.11% |
$469 - $539
|
9.03K
$484K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10- 0.21% |
$469 - $539
|
4.84K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10- 0.11% |
$469 - $539
|
9.18K
$492K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 17.11% |
$609 - $701
|
63
$3.38K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-14- 0.27% |
$656 - $755
|
5.19K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 0.29% |
$703 - $809
|
5.19K
$278K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-17- 0.05% |
$797 - $917
|
32.4K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-18- 4.97% |
$843 - $971
|
344
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-19- 0.37% |
$890 - $1.02K
|
5.13K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-19- 19.19% |
$890 - $1.02K
|
80
$4.29K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-19- 14.5% |
$890 - $1.02K
|
112
$6K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-20- 0.28% |
$937 - $1.08K
|
7.18K
$385K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-21- 0.19% |
$984 - $1.13K
|
10.8K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-22- 0.14% |
$1.03K - $1.19K
|
15.3K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 0.39% |
$1.08K - $1.24K
|
5.83K
$312K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-23- 2.1% |
$1.08K - $1.24K
|
1.07K
$57.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-26- 96.3% |
$1.22K - $1.4K
|
1
$53.6
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-28- 2.9% |
$1.31K - $1.51K
|
936
$50.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 7.44% |
$1.36K - $1.56K
|
361
$19.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-34- 0.37% |
$1.59K - $1.83K
|
9.28K
$497K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-37- 0.34% |
$1.73K - $2K
|
11K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-37- 0.22% |
$1.73K - $2K
|
16.4K
$881K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-38- 0.14% |
$1.78K - $2.05K
|
27.7K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 17.97% |
$1.83K - $2.1K
|
178
$9.54K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-40- 0.11% |
$1.87K - $2.16K
|
35.7K
$1.91M
|