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
Aug 09, 2024 Q2 2024	Machina Capital S.A.S. Paris, I0	BUY	-	7.1K New	$333K - $383K	7.1K $374K
Aug 14, 2024 Q2 2024	Shay Capital LLC New York, NY	BUY	-	7.05K New	$330K - $380K	7.05K $371K
Aug 21, 2024 Q2 2024	3 Chopt Investment Partners, LLC Richmond, VA	BUY	-	6.89K + 33.16%	$323K - $371K	27.7K $1.46M
Aug 05, 2024 Q2 2024	State Of Alaska, Department Of Revenue	BUY	-	6.83K + 7.52%	$320K - $368K	97.6K $5.14M
Jul 09, 2024 Q2 2024	Arden Trust CO	BUY	-	6.68K New	$313K - $360K	6.68K $352K
Aug 06, 2024 Q2 2024	Poplar Forest Capital LLC	BUY	-	6.63K + 1.11%	$311K - $357K	603K $31.7M
Jul 26, 2024 Q2 2024	Pullen Investment Management, LLC Bradenton, FL	BUY	-	6.59K + 50.14%	$309K - $355K	19.7K $1.04M
Jul 24, 2024 Q2 2024	Lri Investments, LLC Palm Beach Gardens, FL	BUY	-	6.5K + 1062.25%	$305K - $351K	7.11K $374K
Aug 14, 2024 Q2 2024	Wealthfront Advisers LLC	BUY	-	6.48K + 4.73%	$303K - $349K	143K $7.54M
Aug 14, 2024 Q2 2024	Mackenzie Financial Corp Toronto Ontario, A6	BUY	-	6.28K + 0.74%	$294K - $339K	853K $44.9M
Aug 14, 2024 Q2 2024	Brevan Howard Capital Management LP St. Helier, Y9	BUY	-	6.2K New	$291K - $334K	6.2K $326K
Aug 14, 2024 Q2 2024	Paloma Partners Management CO Greenwich, CT	BUY	-	6.18K New	$290K - $333K	6.18K $325K
Aug 14, 2024 Q2 2024	Lido Advisors, LLC Los Angeles, CA	BUY	-	6.12K + 56.89%	$287K - $330K	16.9K $888K
Jul 25, 2024 Q2 2024	Kanawha Capital Management LLC	BUY	-	6K + 3.11%	$281K - $323K	199K $10.5M
Jul 30, 2024 Q2 2024	Sumitomo Mitsui Ds Asset Management Company, LTD	BUY	-	5.95K + 5.02%	$279K - $321K	124K $6.55M
Jul 02, 2024 Q2 2024	Gamma Investing LLC Foster City, CA	BUY	-	5.94K + 52.92%	$278K - $320K	17.2K $903K
Aug 14, 2024 Q2 2024	Brown Advisory Inc	BUY	-	5.93K + 6.03%	$278K - $320K	104K $5.48M
Aug 13, 2024 Q2 2024	Exchange Traded Concepts, LLC	BUY	-	5.85K + 508.25%	$274K - $316K	7K $368K
Jul 12, 2024 Q2 2024	San Luis Wealth Advisors LLC San Luis Obispo, CA	BUY	-	5.81K New	$272K - $313K	5.81K $306K
Jul 16, 2024 Q2 2024	Burke & Herbert Bank & Trust CO	BUY	-	5.8K + 35.29%	$272K - $313K	22.2K $1.17M
Aug 14, 2024 Q2 2024	Nomura Asset Management CO LTD Tokyo, M0	BUY	-	5.76K + 2.21%	$270K - $311K	266K $14M
Jul 24, 2024 Q2 2024	Bay Colony Advisory Group, Inc D	BUY	-	5.72K New	$268K - $309K	5.72K $301K
Jul 22, 2024 Q2 2024	Sanibel Captiva Trust Company, Inc. Sanibel, FL	BUY	-	5.62K New	$263K - $303K	5.62K $296K
Aug 12, 2024 Q2 2024	Elequin Capital LP New York, NY	BUY	-	5.58K New	$261K - $301K	5.58K $294K
Aug 01, 2024 Q2 2024	Northstar Advisory Group, LLC	BUY	-	5.56K New	$261K - $300K	5.56K $293K
Jul 30, 2024 Q2 2024	Ifg Advisory, LLC	BUY	-	5.54K New	$260K - $299K	5.54K $292K
Aug 06, 2024 Q2 2024	Caprock Group, Inc.	BUY	-	5.53K + 133.0%	$259K - $298K	9.68K $509K
Jul 23, 2024 Q2 2024	Allworth Financial LP	BUY	-	5.49K + 44.05%	$257K - $296K	18K $945K
Aug 08, 2024 Q2 2024	Meridian Wealth Management, LLC	BUY	-	5.39K New	$253K - $291K	5.39K $284K
Jul 10, 2024 Q2 2024	Advocate Group LLC	BUY	-	5.36K + 4.14%	$251K - $289K	135K $7.09M
Aug 08, 2024 Q2 2024	United Advisor Group, LLC Cincinnati, OH	BUY	-	5.31K New	$249K - $286K	5.31K $280K
Aug 05, 2024 Q2 2024	Fny Investment Advisers, LLC	BUY	-	5.3K New	$248K - $286K	5.3K $279K
Jul 26, 2024 Q2 2024	Hb Wealth Management, LLC	BUY	-	5.27K + 20.93%	$247K - $284K	30.4K $1.6M
Aug 14, 2024 Q2 2024	Investment Management Corp Of Ontario Toronto, Z4	BUY	-	5.2K + 38.4%	$244K - $280K	18.7K $986K
Aug 13, 2024 Q2 2024	M Holdings Securities, Inc. Portland, OR	BUY	-	5.2K New	$244K - $280K	5.2K $274K
Aug 27, 2024 Q2 2024	Clearbridge Investments, LLC New York, NY	BUY	-	5.13K New	$241K - $277K	5.13K $270K
Aug 30, 2024 Q2 2024	Gordian Capital Singapore Pte LTD Singapore, U0	BUY	-	5.1K New	$239K - $275K	5.1K $268K
Aug 09, 2024 Q2 2024	Brown Brothers Harriman & CO New York, NY	BUY	-	5.04K + 36.44%	$236K - $272K	18.9K $994K
Aug 07, 2024 Q2 2024	Oppenheimer & CO Inc New York, NY	BUY	-	5.02K + 9.76%	$235K - $271K	56.5K $2.97M
Jul 12, 2024 Q2 2024	A. D. Beadell Investment Counsel, Inc.	BUY	-	5K New	$234K - $270K	5K $263K
Jul 24, 2024 Q2 2024	Atlantic Union Bankshares Corp	BUY	-	4.99K + 25.22%	$234K - $269K	24.8K $1.3M
Jul 31, 2024 Q2 2024	Interchange Capital Partners, LLC	BUY	-	4.94K New	$231K - $266K	4.94K $260K
Aug 08, 2024 Q2 2024	Meeder Advisory Services, Inc. Dublin, OH	BUY	-	4.94K + 49.85%	$231K - $266K	14.8K $781K
Aug 05, 2024 Q2 2024	Apexium Financial, LP	BUY	-	4.93K New	$231K - $266K	4.93K $259K
Jul 26, 2024 Q2 2024	State Of Michigan Retirement System	BUY	-	4.8K + 1.97%	$225K - $259K	248K $13M
Aug 14, 2024 Q2 2024	Keel Point, LLC Huntsville, AL	BUY	-	4.74K New	$222K - $256K	4.74K $250K
Jul 23, 2024 Q2 2024	Global Retirement Partners, LLC	BUY	-	4.6K + 37.59%	$216K - $248K	16.8K $886K
Jul 31, 2024 Q2 2024	Sage Mountain Advisors LLC	BUY	-	4.53K New	$212K - $244K	4.53K $238K
Aug 12, 2024 Q2 2024	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys Harrisburg, PA	BUY	-	4.5K + 0.27%	$211K - $243K	1.68M $88.5M
Aug 02, 2024 Q2 2024	Veriti Management LLC	BUY	-	4.48K + 17.83%	$210K - $242K	29.6K $1.56M

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Account

Purchases and Sales Made in Q2 2024 in Dominion Energy, Inc (D)

7.1K

7.05K

6.89K

6.83K

6.68K

6.63K

6.59K

6.5K

6.48K

6.28K

6.2K

6.18K

6.12K

6K

5.95K

5.94K

5.93K

5.85K

5.81K

5.8K

5.76K

5.72K

5.62K

5.58K

5.56K

5.54K

5.53K

5.49K

5.39K

5.36K

5.31K

5.3K

5.27K

5.2K

5.2K

5.13K

5.1K

5.04K

5.02K

5K

4.99K

4.94K

4.94K

4.93K

4.8K

4.74K

4.6K

4.53K

4.5K

4.48K

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