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 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-931- 5.39% |
$43.6K - $50.2K
|
16.4K
$877K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-943- 12.23% |
$44.2K - $50.9K
|
6.77K
$363K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-950- 13.37% |
$44.5K - $51.2K
|
6.15K
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-955- 7.37% |
$44.8K - $51.5K
|
12K
$644K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-966- 4.73% |
$45.3K - $52.1K
|
19.5K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-977- 5.87% |
$45.8K - $52.7K
|
15.7K
$840K
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-999- 14.17% |
$46.8K - $53.9K
|
6.05K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1K- 19.04% |
$46.9K - $54K
|
4.26K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.02K- 7.27% |
$47.6K - $54.7K
|
12.9K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.02K- 5.24% |
$47.9K - $55.2K
|
18.5K
$991K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-1.03K- 11.68% |
$48.3K - $55.6K
|
7.8K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.06K- 9.43% |
$49.8K - $57.3K
|
10.2K
$547K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.07K- 11.12% |
$50.1K - $57.7K
|
8.54K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.08K- 0.37% |
$50.7K - $58.3K
|
288K
$15.5M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.08K- 4.82% |
$50.8K - $58.5K
|
21.4K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.09K- 2.21% |
$51K - $58.7K
|
48.2K
$2.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.11K- 21.26% |
$51.9K - $59.7K
|
4.1K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 1.48% |
$52.2K - $60.1K
|
74.4K
$3.99M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 19.86% |
$52.6K - $60.5K
|
4.53K
$243K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.12K- 22.63% |
$52.6K - $60.5K
|
3.84K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 1.59% |
$53.8K - $61.9K
|
71.2K
$3.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.18K- 13.93% |
$55.3K - $63.6K
|
7.29K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 17.9% |
$55.3K - $63.7K
|
5.42K
$290K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.18K- 8.31% |
$55.5K - $63.9K
|
13.1K
$700K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.19K- 13.26% |
$55.6K - $64K
|
7.76K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.21K- 17.3% |
$56.6K - $65.2K
|
5.78K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.23K- 14.5% |
$57.4K - $66.1K
|
7.22K
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.23K- 6.92% |
$57.5K - $66.2K
|
16.5K
$884K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 21.21% |
$57.9K - $66.6K
|
4.59K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.25K- 22.13% |
$58.6K - $67.5K
|
4.4K
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.26K- 13.37% |
$59K - $67.9K
|
8.16K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.27K- 23.37% |
$59.6K - $68.6K
|
4.17K
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.3K- 20.72% |
$60.9K - $70.1K
|
4.97K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 2.67% |
$60.9K - $70.1K
|
47.4K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.3K- 11.99% |
$61.1K - $70.3K
|
9.56K
$512K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.37K- 8.13% |
$64K - $73.7K
|
15.4K
$827K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.4K- 4.28% |
$65.4K - $75.3K
|
31.2K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.41K- 3.46% |
$66.1K - $76.1K
|
39.4K
$2.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 8.45% |
$67.5K - $77.7K
|
15.6K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.45K- 3.37% |
$68K - $78.3K
|
41.7K
$2.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 24.68% |
$69K - $79.4K
|
4.49K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.49K- 3.75% |
$69.8K - $80.3K
|
38.2K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.51K- 10.12% |
$70.7K - $81.3K
|
13.4K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.52K- 11.37% |
$71.2K - $81.9K
|
11.8K
$634K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.52K- 2.75% |
$71.4K - $82.2K
|
53.8K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-1.55K- 8.31% |
$72.6K - $83.6K
|
17.1K
$916K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.57K- 3.63% |
$73.7K - $84.8K
|
41.8K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.58K- 1.11% |
$73.9K - $85.1K
|
141K
$7.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-1.6K- 21.58% |
$75K - $86.4K
|
5.82K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.61K- 21.91% |
$75.4K - $86.8K
|
5.74K
$307K
|