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 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-317- 9.36% |
$14.9K - $17.1K
|
3.07K
$165K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-321- 52.54% |
$15K - $17.3K
|
290
$15.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-324- 6.55% |
$15.2K - $17.5K
|
4.63K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-325- 6.67% |
$15.2K - $17.5K
|
4.55K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-330- 1.85% |
$15.5K - $17.8K
|
17.5K
$938K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-340- 3.92% |
$15.9K - $18.3K
|
8.33K
$446K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-340- 4.6% |
$15.9K - $18.3K
|
7.05K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-344- 1.83% |
$16.1K - $18.6K
|
18.5K
$991K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-350- 1.83% |
$16.4K - $18.9K
|
18.7K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-358- 7.17% |
$16.8K - $19.3K
|
4.63K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-363- 22.0% |
$17K - $19.6K
|
1.29K
$69K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-363- 4.24% |
$17K - $19.6K
|
8.2K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-369- 2.67% |
$17.3K - $19.9K
|
13.4K
$721K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-375- 36.91% |
$17.6K - $20.2K
|
641
$34.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-375- 3.3% |
$17.6K - $20.2K
|
11K
$588K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-375- 6.93% |
$17.6K - $20.2K
|
5.04K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-380- 3.24% |
$17.8K - $20.5K
|
11.4K
$608K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-384- 0.6% |
$18K - $20.7K
|
63.2K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-385- 0.74% |
$18K - $20.8K
|
51.7K
$2.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 8.73% |
$18.1K - $20.9K
|
4.05K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-391- 38.37% |
$18.3K - $21.1K
|
628
$33.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-402- 2.77% |
$18.8K - $21.7K
|
14.1K
$755K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-409- 0.76% |
$19.2K - $22.1K
|
53.6K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-410- 7.21% |
$19.2K - $22.1K
|
5.27K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-415- 0.35% |
$19.4K - $22.4K
|
118K
$6.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-418- 3.12% |
$19.6K - $22.5K
|
13K
$696K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-424- 1.19% |
$19.9K - $22.9K
|
35.2K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-425- 5.42% |
$19.9K - $22.9K
|
7.41K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-429- 1.77% |
$20.1K - $23.1K
|
23.8K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-429- 9.04% |
$20.1K - $23.1K
|
4.32K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-431- 3.06% |
$20.2K - $23.2K
|
13.7K
$732K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-440- 4.32% |
$20.6K - $23.7K
|
9.75K
$523K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-450- 0.65% |
$21.1K - $24.3K
|
68.9K
$3.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-454- 1.92% |
$21.3K - $24.5K
|
23.2K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-456- 9.84% |
$21.4K - $24.6K
|
4.18K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-459- 8.31% |
$21.5K - $24.8K
|
5.07K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-472- 3.14% |
$22.1K - $25.5K
|
14.6K
$781K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-474- 4.63% |
$22.2K - $25.6K
|
9.77K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-478- 5.14% |
$22.4K - $25.8K
|
8.82K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-490- 1.36% |
$23K - $26.4K
|
35.4K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-492- 5.43% |
$23.1K - $26.5K
|
8.56K
$459K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-495- 5.21% |
$23.2K - $26.7K
|
9.01K
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-500- 76.92% |
$23.4K - $27K
|
150
$8.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 11.72% |
$23.4K - $27K
|
3.77K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 3.13% |
$23.4K - $27K
|
15.4K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-519- 50.73% |
$24.3K - $28K
|
504
$27K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-526- 9.8% |
$24.6K - $28.4K
|
4.84K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-528- 4.94% |
$24.7K - $28.5K
|
10.2K
$545K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-529- 1.19% |
$24.8K - $28.5K
|
44.1K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-536- 1.76% |
$25.1K - $28.9K
|
30K
$1.61M
|