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 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.61K- 21.91% |
$75.4K - $86.8K
|
5.74K
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.61K- 12.18% |
$75.4K - $86.8K
|
11.6K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.61K- 17.41% |
$75.4K - $86.8K
|
7.64K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.63K- 12.0% |
$76.4K - $87.9K
|
11.9K
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 44.34% |
$76.6K - $88.1K
|
2.05K
$108K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.66K- 42.13% |
$77.8K - $89.5K
|
2.28K
$120K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.68K- 11.07% |
$78.7K - $90.6K
|
13.5K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.72K- 5.76% |
$80.6K - $92.8K
|
28.1K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.73K- 5.53% |
$81K - $93.3K
|
29.5K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.78K- 7.03% |
$83.5K - $96.1K
|
23.6K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 9.34% |
$83.6K - $96.2K
|
17.3K
$912K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.84K- 21.93% |
$86.1K - $99.1K
|
6.55K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.86K- 30.53% |
$87.2K - $100K
|
4.23K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.93K- 17.02% |
$90.2K - $104K
|
9.39K
$494K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.95K- 33.32% |
$91.2K - $105K
|
3.89K
$205K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.95K- 2.87% |
$91.2K - $105K
|
66K
$3.47M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.97K- 25.04% |
$92.5K - $106K
|
5.91K
$311K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.99K- 11.01% |
$93K - $107K
|
16K
$845K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.99K- 53.68% |
$93.4K - $108K
|
1.72K
$90.5K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2K- 18.11% |
$93.7K - $108K
|
9.04K
$476K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.01K- 17.68% |
$94K - $108K
|
9.34K
$492K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.05K- 3.23% |
$96K - $111K
|
61.4K
$3.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.05K- 51.2% |
$96.2K - $111K
|
1.96K
$103K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.13K- 23.21% |
$99.9K - $115K
|
7.05K
$371K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.14K- 1.79% |
$100K - $115K
|
117K
$6.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.16K- 28.1% |
$101K - $117K
|
5.54K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.19K- 61.91% |
$103K - $118K
|
1.35K
$70.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.24K- 5.87% |
$105K - $121K
|
35.9K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.25K- 23.02% |
$106K - $121K
|
7.53K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.29K- 8.07% |
$107K - $123K
|
26.1K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.36K- 3.08% |
$110K - $127K
|
74.2K
$3.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.39K- 84.88% |
$112K - $129K
|
425
$22.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.39K- 13.41% |
$112K - $129K
|
15.4K
$813K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-2.45K- 12.51% |
$115K - $132K
|
17.1K
$900K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.48K- 76.71% |
$116K - $134K
|
752
$39.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.48K- 3.84% |
$116K - $134K
|
62.3K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.51K- 2.51% |
$117K - $135K
|
97.1K
$5.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.57K- 35.82% |
$120K - $138K
|
4.6K
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.63K- 9.02% |
$123K - $142K
|
26.6K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.65K- 32.16% |
$124K - $143K
|
5.58K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.68K- 0.53% |
$125K - $144K
|
507K
$26.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.68K- 4.67% |
$126K - $145K
|
54.8K
$2.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.75K- 6.16% |
$129K - $148K
|
41.8K
$2.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.75K- 9.75% |
$129K - $149K
|
25.5K
$1.34M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.88K- 15.58% |
$135K - $155K
|
15.6K
$821K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.89K- 12.61% |
$135K - $156K
|
20K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.9K- 7.39% |
$136K - $157K
|
36.4K
$1.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.92K- 11.16% |
$137K - $158K
|
23.3K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.92K- 5.67% |
$137K - $158K
|
48.6K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3K- 14.41% |
$141K - $162K
|
17.8K
$938K
|