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
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-186- 3.03% |
$8.72K - $10K
|
5.95K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-189- 3.78% |
$8.86K - $10.2K
|
4.81K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-196- 2.75% |
$9.18K - $10.6K
|
6.93K
$371K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-196- 0.88% |
$9.18K - $10.6K
|
22.1K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-198- 3.5% |
$9.28K - $10.7K
|
5.46K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-198- 13.67% |
$9.28K - $10.7K
|
1.25K
$67K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 0.94% |
$9.37K - $10.8K
|
21.1K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 15.38% |
$9.37K - $10.8K
|
1.1K
$58.9K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 3.32% |
$9.37K - $10.8K
|
5.83K
$312K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 11.1% |
$9.37K - $10.8K
|
1.6K
$85.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 1.94% |
$9.37K - $10.8K
|
10.1K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-200- 3.73% |
$9.37K - $10.8K
|
5.17K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-209- 0.58% |
$9.79K - $11.3K
|
36.1K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-211- 2.77% |
$9.89K - $11.4K
|
7.4K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-216- 2.49% |
$10.1K - $11.7K
|
8.44K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-225- 5.1% |
$10.5K - $12.1K
|
4.19K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-225- 77.59% |
$10.5K - $12.1K
|
65
$3.48K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-226- 0.61% |
$10.6K - $12.2K
|
36.6K
$1.96M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-240- 81.08% |
$11.2K - $12.9K
|
56
$3K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-246- 0.53% |
$11.5K - $13.3K
|
46.1K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-249- 1.41% |
$11.7K - $13.4K
|
17.4K
$933K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-250- 3.26% |
$11.7K - $13.5K
|
7.43K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-259- 5.9% |
$12.1K - $14K
|
4.13K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-260- 3.97% |
$12.2K - $14K
|
6.29K
$337K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-262- 3.15% |
$12.3K - $14.1K
|
8.07K
$432K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-266- 6.66% |
$12.5K - $14.3K
|
3.73K
$200K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-266- 2.86% |
$12.5K - $14.3K
|
9.03K
$484K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-270- 39.88% |
$12.7K - $14.6K
|
407
$21.8K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-270- 2.24% |
$12.7K - $14.6K
|
11.8K
$631K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-273- 17.89% |
$12.8K - $14.7K
|
1.25K
$67.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-274- 2.04% |
$12.8K - $14.8K
|
13.2K
$706K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-276- 2.84% |
$12.9K - $14.9K
|
9.44K
$506K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-278- 5.65% |
$13K - $15K
|
4.64K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-282- 5.5% |
$13.2K - $15.2K
|
4.85K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-287- 0.4% |
$13.4K - $15.5K
|
71.3K
$3.82M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-288- 3.48% |
$13.5K - $15.5K
|
7.99K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-288- 1.98% |
$13.5K - $15.5K
|
14.2K
$763K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-289- 4.33% |
$13.5K - $15.6K
|
6.39K
$342K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-291- 0.13% |
$13.6K - $15.7K
|
224K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-293- 76.3% |
$13.7K - $15.8K
|
91
$4.88K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-296- 6.26% |
$13.9K - $16K
|
4.43K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-297- 2.17% |
$13.9K - $16K
|
13.4K
$717K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-298- 2.44% |
$14K - $16.1K
|
11.9K
$637K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 7.43% |
$14.1K - $16.2K
|
3.74K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-303- 5.24% |
$14.2K - $16.3K
|
5.48K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-304- 1.78% |
$14.2K - $16.4K
|
16.8K
$901K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-305- 21.96% |
$14.3K - $16.5K
|
1.08K
$58.1K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-306- 11.74% |
$14.3K - $16.5K
|
2.3K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-308- 1.39% |
$14.4K - $16.6K
|
21.8K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-310- 1.1% |
$14.5K - $16.7K
|
27.9K
$1.5M
|