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 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-49- 1.09% |
$2.3K - $2.64K
|
4.43K
$237K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-54- 0.62% |
$2.53K - $2.91K
|
8.63K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-59- 7.61% |
$2.76K - $3.18K
|
716
$38.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-64- 5.88% |
$3K - $3.45K
|
1.03K
$54.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 0.4% |
$3.05K - $3.51K
|
16.1K
$861K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-66- 0.63% |
$3.09K - $3.56K
|
10.4K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-67- 1.02% |
$3.14K - $3.61K
|
6.51K
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-68- 5.84% |
$3.19K - $3.67K
|
1.1K
$58.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-71- 2.37% |
$3.33K - $3.83K
|
2.93K
$157K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-71- 0.55% |
$3.33K - $3.83K
|
12.7K
$683K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.22% |
$3.47K - $3.99K
|
5.99K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-74- 0.74% |
$3.47K - $3.99K
|
9.91K
$531K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-74- 0.95% |
$3.47K - $3.99K
|
7.71K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-77- 51.68% |
$3.61K - $4.15K
|
72
$3.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-77- 0.08% |
$3.61K - $4.15K
|
92.8K
$4.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-80- 0.92% |
$3.75K - $4.32K
|
8.64K
$463K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-81- 0.91% |
$3.8K - $4.37K
|
8.81K
$472K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82- 0.5% |
$3.84K - $4.42K
|
16.4K
$881K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-89- 18.2% |
$4.17K - $4.8K
|
400
$21.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-90- 1.01% |
$4.22K - $4.85K
|
8.83K
$473K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-93- 0.25% |
$4.36K - $5.02K
|
37.5K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-93- 2.16% |
$4.36K - $5.02K
|
4.22K
$226K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 5.0% |
$4.69K - $5.39K
|
1.9K
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 13.28% |
$4.69K - $5.39K
|
653
$35K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-100- 13.39% |
$4.69K - $5.39K
|
647
$34.7K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-100- 19.61% |
$4.69K - $5.39K
|
410
$22K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-100- 13.39% |
$4.69K - $5.39K
|
647
$34.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-102- 47.22% |
$4.78K - $5.5K
|
114
$6.11K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-103- 0.74% |
$4.83K - $5.56K
|
13.8K
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-104- 1.63% |
$4.87K - $5.61K
|
6.27K
$336K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-108- 3.97% |
$5.06K - $5.83K
|
2.61K
$140K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-111- 2.29% |
$5.2K - $5.99K
|
4.73K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-113- 0.58% |
$5.3K - $6.1K
|
19.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-114- 1.17% |
$5.34K - $6.15K
|
9.59K
$514K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-116- 2.31% |
$5.44K - $6.26K
|
4.91K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-124- 1.82% |
$5.81K - $6.69K
|
6.68K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-147- 9.35% |
$6.89K - $7.93K
|
1.43K
$76.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-150- 2.48% |
$7.03K - $8.09K
|
5.9K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-150- 7.16% |
$7.03K - $8.09K
|
1.94K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 2.21% |
$7.08K - $8.14K
|
6.69K
$359K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-152- 0.76% |
$7.12K - $8.2K
|
19.9K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-162- 2.74% |
$7.59K - $8.74K
|
5.76K
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-166- 0.6% |
$7.78K - $8.95K
|
27.5K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-176- 1.16% |
$8.25K - $9.49K
|
15K
$801K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-180- 1.29% |
$8.43K - $9.71K
|
13.7K
$736K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-180- 2.4% |
$8.43K - $9.71K
|
7.32K
$392K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-182- 4.04% |
$8.53K - $9.82K
|
4.32K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-184- 3.92% |
$8.62K - $9.92K
|
4.52K
$242K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-185Closed |
$8.67K - $9.98K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-185- 0.1% |
$8.67K - $9.98K
|
182K
$9.78M
|