Purchases and Sales Made in Q3 2024 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
507New |
$24.3K - $29.7K
|
507
$27.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
500+ 11.89% |
$24K - $29.3K
|
4.71K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.36% |
$24K - $29.3K
|
139K
$7.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
496+ 3.74% |
$23.8K - $29K
|
13.8K
$739K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
487+ 601.23% |
$23.4K - $28.5K
|
568
$30.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
480New |
$23K - $28.1K
|
480
$25.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
478+ 3.69% |
$22.9K - $28K
|
13.4K
$720K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
466+ 20.44% |
$22.4K - $27.3K
|
2.75K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
464New |
$22.3K - $27.2K
|
464
$24.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
460+ 48.42% |
$22.1K - $26.9K
|
1.41K
$75.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
459+ 3.13% |
$22K - $26.9K
|
15.1K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
452+ 2.45% |
$21.7K - $26.5K
|
18.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
449+ 282.39% |
$21.6K - $26.3K
|
608
$32.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
448+ 6.05% |
$21.5K - $26.2K
|
7.85K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
428+ 9.45% |
$20.5K - $25.1K
|
4.96K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
420+ 2.7% |
$20.2K - $24.6K
|
16K
$858K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
420+ 7.89% |
$20.2K - $24.6K
|
5.75K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
418+ 3.54% |
$20.1K - $24.5K
|
12.2K
$656K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
416+ 8.65% |
$20K - $24.3K
|
5.23K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
403+ 7.86% |
$19.3K - $23.6K
|
5.53K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
385New |
$18.5K - $22.5K
|
385
$20.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
361+ 7.17% |
$17.3K - $21.1K
|
5.4K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
356+ 4.12% |
$17.1K - $20.8K
|
8.99K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
335+ 0.94% |
$16.1K - $19.6K
|
35.8K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
327+ 0.46% |
$15.7K - $19.1K
|
71.6K
$3.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
321+ 1.95% |
$15.4K - $18.8K
|
16.8K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
321New |
$15.4K - $18.8K
|
321
$17.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
321New |
$15.4K - $18.8K
|
321
$17.2K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
318+ 40.25% |
$15.3K - $18.6K
|
1.11K
$59.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
302+ 4.71% |
$14.5K - $17.7K
|
6.71K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.1K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
298+ 363.41% |
$14.3K - $17.4K
|
380
$20.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
295+ 4.49% |
$14.2K - $17.3K
|
6.86K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
288+ 16.79% |
$13.8K - $16.9K
|
2K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
284+ 0.98% |
$13.6K - $16.6K
|
29.3K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
283+ 0.84% |
$13.6K - $16.6K
|
34.1K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
282+ 10.85% |
$13.5K - $16.5K
|
2.88K
$155K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
280+ 3.12% |
$13.4K - $16.4K
|
9.27K
$497K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
279+ 0.16% |
$13.4K - $16.3K
|
178K
$9.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
275+ 5.32% |
$13.2K - $16.1K
|
5.44K
$292K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
271+ 6.11% |
$13K - $15.9K
|
4.7K
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
267+ 32.01% |
$12.8K - $15.6K
|
1.1K
$59.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
258+ 3.5% |
$12.4K - $15.1K
|
7.64K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
254New |
$12.2K - $14.9K
|
254
$13.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
253+ 2.63% |
$12.1K - $14.8K
|
9.89K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
253+ 1.34% |
$12.1K - $14.8K
|
19.1K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
235+ 1.7% |
$11.3K - $13.8K
|
14.1K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
233+ 2.91% |
$11.2K - $13.6K
|
8.23K
$442K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
230+ 1.32% |
$11K - $13.5K
|
17.6K
$947K
|