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 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
12.3K+ 4.28% |
$576K - $663K
|
299K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.2KNew |
$573K - $660K
|
12.2K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.1K+ 158.51% |
$565K - $651K
|
19.7K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12K+ 118.1% |
$561K - $645K
|
22.1K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
11.7K+ 557.69% |
$550K - $634K
|
13.9K
$742K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
11.4K+ 4.39% |
$534K - $614K
|
271K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$527K - $607K
|
11.3K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$526K - $606K
|
11.2K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.1K+ 5.92% |
$519K - $597K
|
198K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
10.9KNew |
$513K - $590K
|
10.9K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 108.18% |
$498K - $573K
|
20.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.6K+ 5280.5% |
$495K - $570K
|
10.8K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$493K - $568K
|
10.5K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.5K+ 16.93% |
$493K - $567K
|
72.6K
$3.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
10.2KNew |
$479K - $551K
|
10.2K
$548K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 5.24% |
$474K - $546K
|
203K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.1KNew |
$474K - $546K
|
10.1K
$542K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
10K+ 195.12% |
$469K - $539K
|
15.1K
$811K
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.96K+ 47.2% |
$467K - $537K
|
31.1K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.85K+ 73.04% |
$462K - $532K
|
23.3K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
9.73K+ 2.72% |
$456K - $525K
|
367K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.47K+ 141.72% |
$444K - $511K
|
16.1K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.46K+ 2.96% |
$443K - $510K
|
329K
$17.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.32K+ 9.86% |
$437K - $503K
|
104K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
9.1KNew |
$426K - $491K
|
9.1K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.04KNew |
$424K - $488K
|
9.04K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.97K+ 89.59% |
$421K - $484K
|
19K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.77KNew |
$411K - $473K
|
8.77K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.75K+ 155.78% |
$410K - $472K
|
14.4K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8.67K+ 88.47% |
$406K - $468K
|
18.5K
$990K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8.6KNew |
$403K - $464K
|
8.6K
$461K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
8.57K+ 52.1% |
$401K - $462K
|
25K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8.55KNew |
$401K - $461K
|
8.55K
$458K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.52K+ 14.2% |
$399K - $460K
|
68.5K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
8.48KNew |
$397K - $457K
|
8.48K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.46K+ 10.22% |
$397K - $457K
|
91.3K
$4.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.39KNew |
$393K - $453K
|
8.39K
$450K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.31KNew |
$389K - $448K
|
8.31K
$445K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.04K+ 27.91% |
$377K - $433K
|
36.8K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.85K+ 31.81% |
$368K - $423K
|
32.5K
$1.74M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.78KNew |
$365K - $420K
|
7.78K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7.63KNew |
$358K - $412K
|
7.63K
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42KNew |
$348K - $400K
|
7.42K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.37K+ 61.03% |
$345K - $398K
|
19.5K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.29K+ 49.3% |
$341K - $393K
|
22.1K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.27K+ 11.54% |
$341K - $392K
|
70.3K
$3.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.26K+ 25.65% |
$340K - $392K
|
35.6K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.19KNew |
$337K - $388K
|
7.19K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.14KNew |
$335K - $385K
|
7.14K
$383K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.12K+ 118.58% |
$333K - $384K
|
13.1K
$703K
|