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 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.42KNew |
$207K - $238K
|
4.42K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.41KNew |
$207K - $238K
|
4.41K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.39K+ 30.7% |
$206K - $237K
|
18.7K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.37KNew |
$205K - $236K
|
4.37K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.24K+ 35.24% |
$198K - $228K
|
16.3K
$873K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
4.21KNew |
$197K - $227K
|
4.21K
$226K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$197K - $226K
|
4.2K
$225K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
4.14KNew |
$194K - $223K
|
4.14K
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.14KNew |
$194K - $223K
|
4.14K
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.09KNew |
$191K - $220K
|
4.09K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.99K+ 3.64% |
$187K - $215K
|
114K
$6.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.97K+ 11.21% |
$186K - $214K
|
39.4K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.84K+ 44.08% |
$180K - $207K
|
12.5K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.78KNew |
$177K - $204K
|
3.78K
$203K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 24.87% |
$174K - $200K
|
18.6K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.68K+ 5.73% |
$172K - $198K
|
67.8K
$3.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.66K+ 7.1% |
$171K - $197K
|
55.2K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.61K+ 67.82% |
$169K - $195K
|
8.94K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 2.56% |
$164K - $189K
|
140K
$7.53M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.46KNew |
$162K - $186K
|
3.46K
$186K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.41KNew |
$160K - $184K
|
3.41K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.34KNew |
$156K - $180K
|
3.34K
$179K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.29K+ 47.45% |
$154K - $178K
|
10.2K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.26K+ 33.45% |
$153K - $176K
|
13K
$697K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.21K+ 1.03% |
$150K - $173K
|
315K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.16K+ 1.98% |
$148K - $170K
|
163K
$8.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.07K+ 12.64% |
$144K - $166K
|
27.4K
$1.47M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.05K+ 24.7% |
$143K - $165K
|
15.4K
$827K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.02K+ 212.76% |
$141K - $163K
|
4.44K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
3K+ 22.09% |
$140K - $162K
|
16.6K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3K+ 5.27% |
$140K - $162K
|
59.8K
$3.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.95K+ 37.86% |
$138K - $159K
|
10.7K
$577K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.89KNew |
$135K - $156K
|
2.89K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.86K+ 0.17% |
$134K - $154K
|
1.7M
$91.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.81K+ 2.39% |
$131K - $151K
|
120K
$6.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.74K+ 232.34% |
$128K - $148K
|
3.92K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.68K+ 4.73% |
$126K - $145K
|
59.4K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.67KNew |
$125K - $144K
|
2.67K
$143K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.65K+ 1.1% |
$124K - $143K
|
243K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.61K+ 1.12% |
$122K - $141K
|
236K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.55K+ 42.08% |
$119K - $137K
|
8.6K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.54K+ 16.63% |
$119K - $137K
|
17.8K
$957K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.51K+ 5.08% |
$118K - $135K
|
52K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.47K+ 25.58% |
$116K - $133K
|
12.1K
$650K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.43K+ 23.53% |
$114K - $131K
|
12.8K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$113K - $131K
|
2.42K
$130K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
2.23K+ 13.96% |
$104K - $120K
|
18.2K
$975K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.21K+ 14.21% |
$104K - $119K
|
17.8K
$955K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.21K+ 23.0% |
$103K - $119K
|
11.8K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.18K+ 5.18% |
$102K - $117K
|
44.2K
$2.37M
|