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 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
88New |
$4.22K - $5.15K
|
88
$4.72K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
88+ 3.05% |
$4.22K - $5.15K
|
2.98K
$160K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 1.1% |
$4.08K - $4.98K
|
7.81K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.44% |
$3.98K - $4.86K
|
19.1K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
80+ 0.81% |
$3.84K - $4.68K
|
9.98K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 1.63% |
$3.79K - $4.62K
|
4.92K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
79+ 19.75% |
$3.79K - $4.62K
|
479
$25.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
75+ 1.19% |
$3.6K - $4.39K
|
6.37K
$342K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
75+ 1.17% |
$3.6K - $4.39K
|
6.5K
$349K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
71+ 2.31% |
$3.41K - $4.16K
|
3.14K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
71+ 0.96% |
$3.41K - $4.16K
|
7.47K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
70New |
$3.36K - $4.1K
|
70
$3.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 0.52% |
$3.36K - $4.1K
|
13.5K
$722K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
67+ 0.62% |
$3.22K - $3.92K
|
10.9K
$585K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
67+ 6.25% |
$3.22K - $3.92K
|
1.14K
$61.1K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 1.27% |
$3.17K - $3.86K
|
5.26K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
65+ 1.23% |
$3.12K - $3.8K
|
5.34K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
63+ 0.61% |
$3.02K - $3.69K
|
10.4K
$560K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
59+ 0.77% |
$2.83K - $3.45K
|
7.68K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 20.27% |
$2.83K - $3.45K
|
350
$18.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
56+ 1.16% |
$2.69K - $3.28K
|
4.9K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
55+ 9.53% |
$2.64K - $3.22K
|
632
$33.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
55+ 0.62% |
$2.64K - $3.22K
|
8.92K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
52+ 0.09% |
$2.5K - $3.04K
|
58.5K
$3.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
46+ 0.24% |
$2.21K - $2.69K
|
19.2K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43+ 1.05% |
$2.06K - $2.52K
|
4.13K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$2.06K - $2.52K
|
43
$2.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40+ 0.7% |
$1.92K - $2.34K
|
5.72K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
40New |
$1.92K - $2.34K
|
40
$2.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.95% |
$1.92K - $2.34K
|
4.24K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
39+ 0.42% |
$1.87K - $2.28K
|
9.32K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
39+ 0.03% |
$1.87K - $2.28K
|
117K
$6.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 3.82% |
$1.82K - $2.22K
|
1.03K
$55.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
36+ 3.68% |
$1.73K - $2.11K
|
1.02K
$54.5K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36+ 0.94% |
$1.73K - $2.11K
|
3.87K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35+ 4.02% |
$1.68K - $2.05K
|
905
$48.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
35+ 0.3% |
$1.68K - $2.05K
|
11.6K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
34+ 0.47% |
$1.63K - $1.99K
|
7.28K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 19.88% |
$1.58K - $1.93K
|
199
$10.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32+ 0.29% |
$1.54K - $1.87K
|
10.9K
$587K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32+ 0.38% |
$1.54K - $1.87K
|
8.44K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 0.77% |
$1.49K - $1.81K
|
4.08K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
31+ 0.75% |
$1.49K - $1.81K
|
4.19K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
29+ 0.52% |
$1.39K - $1.7K
|
5.59K
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 2.58% |
$1.34K - $1.64K
|
1.11K
$59.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27+ 1.16% |
$1.3K - $1.58K
|
2.35K
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
26+ 2.2% |
$1.25K - $1.52K
|
1.21K
$64.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.17% |
$1.2K - $1.46K
|
14.4K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
23+ 0.52% |
$1.1K - $1.35K
|
4.43K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
22+ 169.23% |
$1.06K - $1.29K
|
35
$1.88K
|