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 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-536- 1.76% |
$25.1K - $28.9K
|
30K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-544- 13.0% |
$25.5K - $29.3K
|
3.64K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-544- 4.21% |
$25.5K - $29.3K
|
12.4K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-546- 14.89% |
$25.6K - $29.5K
|
3.12K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-549- 9.06% |
$25.7K - $29.6K
|
5.51K
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-554- 1.5% |
$26K - $29.9K
|
36.3K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-556- 1.87% |
$26.1K - $30K
|
29.2K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-562- 7.89% |
$26.3K - $30.3K
|
6.56K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-573- 11.82% |
$26.9K - $30.9K
|
4.27K
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-576- 1.72% |
$27K - $31.1K
|
32.8K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-577- 6.78% |
$27K - $31.1K
|
7.94K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-579- 2.1% |
$27.1K - $31.2K
|
27K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-580- 4.0% |
$27.2K - $31.3K
|
13.9K
$733K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-587- 8.7% |
$27.5K - $31.7K
|
6.16K
$324K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-600- 75.0% |
$28.1K - $32.4K
|
200
$10.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 6.12% |
$28.1K - $32.4K
|
9.2K
$484K
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
SELL
|
- |
-607- 4.63% |
$28.4K - $32.7K
|
12.5K
$658K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-608- 7.77% |
$28.5K - $32.8K
|
7.22K
$380K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-608- 5.39% |
$28.5K - $32.8K
|
10.7K
$561K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-624- 7.77% |
$29.2K - $33.7K
|
7.4K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-629- 2.11% |
$29.5K - $33.9K
|
29.1K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-630- 0.82% |
$29.5K - $34K
|
75.8K
$3.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-631- 1.78% |
$29.6K - $34K
|
34.9K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-636- 2.04% |
$29.8K - $34.3K
|
30.5K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-641- 2.46% |
$30K - $34.6K
|
25.4K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-646- 5.69% |
$30.3K - $34.8K
|
10.7K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-668- 12.03% |
$31.3K - $36K
|
4.89K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-671- 5.74% |
$31.4K - $36.2K
|
11K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-671- 11.96% |
$31.4K - $36.2K
|
4.94K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 4.7% |
$31.6K - $36.4K
|
13.7K
$721K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-680- 33.73% |
$31.9K - $36.7K
|
1.34K
$70.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-684- 2.51% |
$32.1K - $36.9K
|
26.6K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-700- 3.51% |
$32.8K - $37.8K
|
19.2K
$1.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-705- 11.73% |
$33K - $38K
|
5.3K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-710- 89.65% |
$33.3K - $38.3K
|
82
$4.32K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-749- 2.19% |
$35.1K - $40.4K
|
33.5K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-750- 43.38% |
$35.1K - $40.5K
|
979
$51.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-754- 6.08% |
$35.3K - $40.7K
|
11.7K
$613K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 0.3% |
$35.5K - $40.8K
|
254K
$13.4M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-771- 2.65% |
$36.1K - $41.6K
|
28.3K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-808- 4.38% |
$37.9K - $43.6K
|
17.6K
$928K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-825- 13.87% |
$38.7K - $44.5K
|
5.13K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-841- 4.11% |
$39.4K - $45.4K
|
19.6K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-842- 2.53% |
$39.5K - $45.4K
|
32.5K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-870- 13.15% |
$40.8K - $46.9K
|
5.75K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-872- 0.08% |
$40.9K - $47K
|
1.15M
$60.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-897- 6.77% |
$42K - $48.4K
|
12.3K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-899- 9.09% |
$42.1K - $48.5K
|
8.99K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-903- 3.92% |
$42.3K - $48.7K
|
22.2K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-904- 4.22% |
$42.4K - $48.8K
|
20.5K
$1.08M
|