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 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.14K+ 1.54% |
$100K - $116K
|
142K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 5.41% |
$99.7K - $115K
|
41.5K
$2.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.12K+ 13.06% |
$99.3K - $114K
|
18.4K
$966K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.07K+ 1.18% |
$96.9K - $112K
|
177K
$9.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.04K+ 2.11% |
$95.5K - $110K
|
98.8K
$5.2M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.98K+ 41.61% |
$92.7K - $107K
|
6.74K
$354K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.98K+ 41.61% |
$92.7K - $107K
|
6.74K
$354K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.97K+ 8.74% |
$92.2K - $106K
|
24.5K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.94K+ 14.21% |
$91K - $105K
|
15.6K
$821K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.85K+ 4.54% |
$86.7K - $99.8K
|
42.6K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.85K+ 7.81% |
$86.6K - $99.6K
|
25.5K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.82K+ 16.12% |
$85.5K - $98.4K
|
13.1K
$691K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.78KNew |
$83.4K - $96K
|
1.78K
$93.6K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.77K+ 380.0% |
$82.8K - $95.3K
|
2.23K
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 11.7% |
$82.6K - $95K
|
16.8K
$886K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.72K+ 14.9% |
$80.6K - $92.8K
|
13.3K
$698K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.66K+ 1.91% |
$77.7K - $89.4K
|
88.3K
$4.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.63K+ 34.21% |
$76.5K - $88.1K
|
6.41K
$337K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.63KNew |
$76.3K - $87.9K
|
1.63K
$85.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.63K+ 3.46% |
$76.1K - $87.7K
|
48.6K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.6KNew |
$75.1K - $86.5K
|
1.6K
$84.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 19.83% |
$74.7K - $86K
|
9.64K
$507K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
1.59K+ 3.09% |
$74.6K - $85.9K
|
53.1K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.59K+ 13.15% |
$74.6K - $85.9K
|
13.7K
$721K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.58KNew |
$74.1K - $85.3K
|
1.58K
$83.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.57K+ 22.37% |
$73.8K - $84.9K
|
8.61K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 14.76% |
$73.2K - $84.3K
|
12.1K
$639K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.54K+ 21.26% |
$72.2K - $83.1K
|
8.79K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.5K+ 34.72% |
$70.4K - $81K
|
5.83K
$307K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$70.3K - $80.9K
|
1.5K
$78.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 11.8% |
$68K - $78.3K
|
13.8K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.41K+ 28.29% |
$66.2K - $76.2K
|
6.4K
$337K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.33K+ 3.92% |
$62.1K - $71.5K
|
35.1K
$1.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 9.86% |
$60.4K - $69.5K
|
14.4K
$755K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.28KNew |
$60K - $69K
|
1.28K
$67.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
1.27K+ 0.18% |
$59.3K - $68.2K
|
716K
$37.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.26K+ 28.45% |
$59K - $67.9K
|
5.68K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.26K+ 25.94% |
$58.9K - $67.9K
|
6.11K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.24K+ 2254.55% |
$58.1K - $66.9K
|
1.3K
$68.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.23K+ 0.71% |
$57.8K - $66.5K
|
174K
$9.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.21K+ 4.75% |
$56.7K - $65.3K
|
26.7K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 2.74% |
$56.2K - $64.7K
|
44.9K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.2K+ 80.92% |
$56.2K - $64.7K
|
2.68K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.2K+ 7.16% |
$56.2K - $64.7K
|
18K
$945K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.18K+ 13.73% |
$55.1K - $63.4K
|
9.73K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.16K+ 2.2% |
$54.5K - $62.7K
|
54K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.14K+ 0.4% |
$53.2K - $61.2K
|
282K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
1.05K+ 0.7% |
$49.1K - $56.5K
|
150K
$7.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.03K+ 8.98% |
$48.2K - $55.5K
|
12.5K
$657K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 11.24% |
$48K - $55.2K
|
10.1K
$533K
|