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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
220+ 4.84% |
$10.6K - $12.9K
|
4.77K
$256K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
220+ 5.31% |
$10.6K - $12.9K
|
4.36K
$234K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
211+ 0.28% |
$10.1K - $12.3K
|
74.7K
$4.01M
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
211+ 1.29% |
$10.1K - $12.3K
|
16.6K
$889K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
210+ 7.83% |
$10.1K - $12.3K
|
2.89K
$155K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
209+ 3.87% |
$10K - $12.2K
|
5.61K
$301K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
208+ 0.62% |
$9.99K - $12.2K
|
33.7K
$1.81M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
204+ 1.19% |
$9.79K - $11.9K
|
17.3K
$929K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.82% |
$9.79K - $11.9K
|
11.4K
$613K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
203+ 3.42% |
$9.75K - $11.9K
|
6.13K
$329K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
202+ 2.83% |
$9.7K - $11.8K
|
7.34K
$394K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
200+ 277.78% |
$9.6K - $11.7K
|
272
$14.6K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
200+ 3.5% |
$9.6K - $11.7K
|
5.92K
$318K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$9.6K - $11.7K
|
200
$10.7K
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
199+ 2.67% |
$9.55K - $11.6K
|
7.64K
$410K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
195+ 2.57% |
$9.36K - $11.4K
|
7.79K
$418K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
175+ 9.89% |
$8.4K - $10.2K
|
1.95K
$104K
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
175+ 35.0% |
$8.4K - $10.2K
|
675
$36.2K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
173+ 2.45% |
$8.31K - $10.1K
|
7.22K
$388K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
172+ 2.13% |
$8.26K - $10.1K
|
8.24K
$442K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
169New |
$8.11K - $9.89K
|
169
$9.07K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
159New |
$7.63K - $9.31K
|
159
$8.53K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
155+ 0.3% |
$7.44K - $9.07K
|
51.8K
$2.78M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
148+ 2.05% |
$7.11K - $8.66K
|
7.36K
$395K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 3.08% |
$6.58K - $8.02K
|
4.59K
$246K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 3.01% |
$6.53K - $7.96K
|
4.66K
$250K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
135+ 2.98% |
$6.48K - $7.9K
|
4.67K
$251K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
132+ 0.25% |
$6.34K - $7.73K
|
52.2K
$2.8M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
131New |
$6.29K - $7.67K
|
131
$7.03K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
128+ 0.86% |
$6.15K - $7.49K
|
15K
$803K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
121+ 4.74% |
$5.81K - $7.08K
|
2.67K
$143K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
119+ 1.03% |
$5.71K - $6.97K
|
11.7K
$629K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
119+ 0.51% |
$5.71K - $6.97K
|
23.3K
$1.25M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
116+ 2.35% |
$5.57K - $6.79K
|
5.05K
$271K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
116+ 37.54% |
$5.57K - $6.79K
|
425
$22.8K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
103+ 0.96% |
$4.95K - $6.03K
|
10.9K
$583K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
103+ 2.98% |
$4.95K - $6.03K
|
3.56K
$191K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
101+ 0.85% |
$4.85K - $5.91K
|
12K
$644K
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 0.51% |
$4.8K - $5.85K
|
19.6K
$1.05M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$4.8K - $5.85K
|
100
$5.37K
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 0.16% |
$4.8K - $5.85K
|
61.4K
$3.3M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 0.55% |
$4.66K - $5.68K
|
17.6K
$944K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96+ 3.49% |
$4.61K - $5.62K
|
2.85K
$153K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
96+ 2.17% |
$4.61K - $5.62K
|
4.52K
$242K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 1.14% |
$4.56K - $5.56K
|
8.4K
$451K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
94+ 0.79% |
$4.51K - $5.5K
|
12K
$646K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
94+ 1.95% |
$4.51K - $5.5K
|
4.92K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
93+ 0.76% |
$4.46K - $5.44K
|
12.4K
$664K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
91+ 0.75% |
$4.37K - $5.33K
|
12.2K
$655K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
90+ 2.42% |
$4.32K - $5.27K
|
3.81K
$204K
|