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 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
510+ 0.71% |
$23.9K - $27.5K
|
72K
$3.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
504+ 10.45% |
$23.6K - $27.2K
|
5.33K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
503+ 10.48% |
$23.6K - $27.1K
|
5.3K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
503+ 78.72% |
$23.6K - $27.1K
|
1.14K
$60.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
502+ 5.5% |
$23.5K - $27.1K
|
9.63K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
500+ 0.85% |
$23.4K - $27K
|
59.2K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
500New |
$23.4K - $27K
|
500
$26.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
497+ 6.66% |
$23.3K - $26.8K
|
7.96K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
495+ 11.92% |
$23.2K - $26.7K
|
4.65K
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
491+ 8.27% |
$23K - $26.5K
|
6.43K
$338K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
486+ 1.21% |
$22.8K - $26.2K
|
40.5K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
472+ 7.18% |
$22.1K - $25.5K
|
7.04K
$371K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
468New |
$21.9K - $25.2K
|
468
$24.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
464+ 5.01% |
$21.7K - $25K
|
9.72K
$512K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
463+ 29.25% |
$21.7K - $25K
|
2.05K
$108K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
458+ 3.16% |
$21.5K - $24.7K
|
14.9K
$786K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
456+ 0.82% |
$21.4K - $24.6K
|
56.3K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
454+ 6.02% |
$21.3K - $24.5K
|
8K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
448+ 3.97% |
$21K - $24.2K
|
11.7K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
446+ 3.61% |
$20.9K - $24.1K
|
12.8K
$673K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
443+ 11.2% |
$20.8K - $23.9K
|
4.4K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
435+ 1.47% |
$20.4K - $23.5K
|
30.1K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
427+ 2.37% |
$20K - $23K
|
18.4K
$969K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
423+ 0.21% |
$19.8K - $22.8K
|
204K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
416+ 3.24% |
$19.5K - $22.4K
|
13.3K
$699K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
382New |
$17.9K - $20.6K
|
382
$20.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
370+ 3.22% |
$17.3K - $20K
|
11.9K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
366+ 3.73% |
$17.2K - $19.7K
|
10.2K
$535K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
350+ 7.08% |
$16.4K - $18.9K
|
5.29K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
350+ 2.3% |
$16.4K - $18.9K
|
15.6K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
343+ 0.87% |
$16.1K - $18.5K
|
39.9K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
340+ 7.12% |
$15.9K - $18.3K
|
5.11K
$269K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
337+ 15.21% |
$15.8K - $18.2K
|
2.55K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
327+ 5.43% |
$15.3K - $17.6K
|
6.35K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
311+ 5.09% |
$14.6K - $16.8K
|
6.42K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
305+ 7.36% |
$14.3K - $16.5K
|
4.45K
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 15.0% |
$14.1K - $16.2K
|
2.3K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
294New |
$13.8K - $15.9K
|
294
$15.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
283+ 5.24% |
$13.3K - $15.3K
|
5.68K
$299K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
277+ 1.13% |
$13K - $14.9K
|
24.8K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
276+ 2.76% |
$12.9K - $14.9K
|
10.3K
$540K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
259+ 3.92% |
$12.1K - $14K
|
6.87K
$361K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
258+ 0.75% |
$12.1K - $13.9K
|
34.5K
$1.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
257+ 5.99% |
$12K - $13.9K
|
4.55K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
257+ 0.27% |
$12K - $13.9K
|
97K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
232+ 0.42% |
$10.9K - $12.5K
|
55.8K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
226+ 2.46% |
$10.6K - $12.2K
|
9.43K
$496K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
222+ 2.92% |
$10.4K - $12K
|
7.83K
$412K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
217New |
$10.2K - $11.7K
|
217
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216+ 89.26% |
$10.1K - $11.7K
|
458
$24.1K
|