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
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.06K- 65.48% |
$143K - $165K
|
1.61K
$84.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.14K- 9.84% |
$147K - $169K
|
28.8K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.31K- 8.77% |
$155K - $178K
|
34.4K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.34K- 13.62% |
$156K - $180K
|
21.2K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.44K- 11.11% |
$161K - $185K
|
27.5K
$1.45M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.44K- 26.42% |
$161K - $185K
|
9.57K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.53K- 40.02% |
$165K - $190K
|
5.29K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.58K- 95.14% |
$168K - $193K
|
183
$9.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.59K- 2.87% |
$168K - $194K
|
122K
$6.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-3.79K- 25.71% |
$177K - $204K
|
10.9K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.89K- 37.48% |
$182K - $210K
|
6.49K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.01K- 3.65% |
$188K - $216K
|
106K
$5.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.09K- 51.84% |
$192K - $221K
|
3.8K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.13K- 2.38% |
$193K - $223K
|
169K
$8.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.14K- 19.22% |
$194K - $223K
|
17.4K
$916K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.25KClosed |
$199K - $229K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.37K- 15.75% |
$205K - $236K
|
23.4K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-4.42K- 17.28% |
$207K - $238K
|
21.2K
$1.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.56K- 12.9% |
$214K - $246K
|
30.8K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-4.56K- 19.93% |
$214K - $246K
|
18.3K
$965K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.61K- 3.79% |
$216K - $248K
|
117K
$6.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.61K- 4.76% |
$216K - $249K
|
92.2K
$4.85M
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-4.67K- 25.65% |
$219K - $252K
|
13.5K
$713K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.68K- 16.24% |
$219K - $252K
|
24.1K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.85K- 11.05% |
$227K - $262K
|
39.1K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.88K- 35.02% |
$229K - $263K
|
9.05K
$477K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.95K- 8.01% |
$232K - $267K
|
56.8K
$2.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5K- 1.62% |
$234K - $269K
|
304K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5K- 23.49% |
$234K - $270K
|
16.3K
$857K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5.1KClosed |
$239K - $275K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-5.2K- 47.04% |
$244K - $280K
|
5.86K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.36K- 5.57% |
$251K - $289K
|
90.9K
$4.79M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5.42K- 34.66% |
$254K - $293K
|
10.2K
$538K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.63K- 3.21% |
$264K - $303K
|
169K
$8.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.76K- 1.24% |
$270K - $311K
|
460K
$24.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.83K- 7.39% |
$273K - $314K
|
73K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.89K- 13.34% |
$276K - $318K
|
38.2K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.9K- 4.13% |
$277K - $318K
|
137K
$7.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.93K- 6.53% |
$278K - $320K
|
84.9K
$4.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.95K- 16.76% |
$279K - $321K
|
29.6K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.97K- 28.7% |
$280K - $322K
|
14.8K
$781K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-6.04K- 13.23% |
$283K - $326K
|
39.6K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.08K- 41.98% |
$285K - $328K
|
8.4K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.2K- 43.82% |
$290K - $334K
|
7.95K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.24K- 10.69% |
$292K - $336K
|
52.1K
$2.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-6.36K- 9.91% |
$298K - $343K
|
57.8K
$3.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.39K- 30.6% |
$299K - $344K
|
14.5K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.5K- 4.5% |
$305K - $351K
|
138K
$7.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.58K- 7.02% |
$308K - $355K
|
87.1K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.65K- 8.78% |
$312K - $359K
|
69.1K
$3.64M
|