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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.01KNew |
$47.1K - $54.3K
|
1.01K
$53.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1K+ 14.81% |
$46.9K - $53.9K
|
7.75K
$415K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
998+ 9.4% |
$46.8K - $53.8K
|
11.6K
$622K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
996+ 10.12% |
$46.7K - $53.7K
|
10.8K
$581K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
990+ 35.66% |
$46.4K - $53.4K
|
3.77K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
990+ 22.31% |
$46.4K - $53.4K
|
5.43K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
944+ 4.6% |
$44.2K - $50.9K
|
21.4K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
925+ 68.57% |
$43.3K - $49.9K
|
2.27K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
922New |
$43.2K - $49.7K
|
922
$49.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
921+ 21.3% |
$43.2K - $49.7K
|
5.24K
$281K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
914+ 11.99% |
$42.8K - $49.3K
|
8.54K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
902+ 5.85% |
$42.3K - $48.7K
|
16.3K
$874K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
893+ 13.04% |
$41.8K - $48.2K
|
7.74K
$415K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
881+ 4.83% |
$41.3K - $47.5K
|
19.1K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
860+ 154.12% |
$40.3K - $46.4K
|
1.42K
$76K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
855+ 2.61% |
$40.1K - $46.1K
|
33.7K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
845+ 11.15% |
$39.6K - $45.6K
|
8.42K
$451K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
834New |
$39.1K - $45K
|
834
$44.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
832+ 13.66% |
$39K - $44.9K
|
6.92K
$371K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
822+ 158.08% |
$38.5K - $44.3K
|
1.34K
$71.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
809+ 1.77% |
$37.9K - $43.6K
|
46.5K
$2.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
804+ 16.32% |
$37.7K - $43.4K
|
5.73K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
795+ 1.08% |
$37.3K - $42.9K
|
74.1K
$3.97M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
794+ 0.7% |
$37.2K - $42.8K
|
115K
$6.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
760New |
$35.6K - $41K
|
760
$40.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
735+ 31.03% |
$34.4K - $39.6K
|
3.1K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
733New |
$34.3K - $39.5K
|
733
$39.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
723New |
$33.9K - $39K
|
723
$38.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
703+ 11.42% |
$32.9K - $37.9K
|
6.86K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
684+ 12.7% |
$32.1K - $36.9K
|
6.07K
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
668+ 4.63% |
$31.3K - $36K
|
15.1K
$809K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
665+ 14.81% |
$31.2K - $35.9K
|
5.15K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
664New |
$31.1K - $35.8K
|
664
$35.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
636+ 5.29% |
$29.8K - $34.3K
|
12.7K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
622+ 2.3% |
$29.1K - $33.6K
|
27.6K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
620+ 8.61% |
$29.1K - $33.4K
|
7.82K
$419K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
600+ 5.74% |
$28.1K - $32.4K
|
11K
$592K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
599+ 4.75% |
$28.1K - $32.3K
|
13.2K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
599+ 11.19% |
$28.1K - $32.3K
|
5.95K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
598+ 8.74% |
$28K - $32.3K
|
7.44K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
589+ 6.99% |
$27.6K - $31.8K
|
9.02K
$483K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
570+ 3.94% |
$26.7K - $30.7K
|
15.1K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
558+ 2.04% |
$26.1K - $30.1K
|
27.9K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
557+ 6.12% |
$26.1K - $30K
|
9.65K
$517K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
557New |
$26.1K - $30K
|
557
$29.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
557+ 12.1% |
$26.1K - $30K
|
5.16K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
553+ 2.1% |
$25.9K - $29.8K
|
26.9K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
537+ 12.73% |
$25.2K - $29K
|
4.76K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
519+ 7.21% |
$24.3K - $28K
|
7.72K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
512+ 6.63% |
$24K - $27.6K
|
8.24K
$441K
|