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 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.04% |
$48 - $58.5
|
2.28K
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$48 - $58.5
|
23.1K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- 0.04% |
$96 - $117
|
5.46K
$295K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.21% |
$144 - $176
|
1.42K
$76.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 44.44% |
$192 - $234
|
5
$270
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 9.76% |
$192 - $234
|
37
$2K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$240 - $293
|
7.2K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.06% |
$288 - $351
|
9.33K
$504K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9- 0.07% |
$432 - $527
|
13.7K
$739K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10- 0.2% |
$480 - $585
|
5K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.03% |
$480 - $585
|
29.1K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.08% |
$480 - $585
|
12.5K
$674K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 10.28% |
$528 - $644
|
96
$5.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-13- 0.07% |
$624 - $761
|
19.7K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.41% |
$624 - $761
|
3.18K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-17- 0.14% |
$816 - $995
|
12.4K
$668K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19- 0.3% |
$912 - $1.11K
|
6.33K
$342K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 0.14% |
$960 - $1.17K
|
14.7K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 19.23% |
$960 - $1.17K
|
84
$4.54K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 3.54% |
$1.1K - $1.35K
|
626
$33.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-24- 0.17% |
$1.15K - $1.4K
|
13.7K
$741K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.36% |
$1.25K - $1.52K
|
7.24K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-31- 1.65% |
$1.49K - $1.81K
|
1.85K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 1.56% |
$1.54K - $1.87K
|
2.02K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32- 0.43% |
$1.54K - $1.87K
|
7.39K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32- 9.09% |
$1.54K - $1.87K
|
320
$17.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 42.5% |
$1.63K - $1.99K
|
46
$2.49K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 3.1% |
$1.63K - $1.99K
|
1.06K
$57.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35- 0.64% |
$1.68K - $2.05K
|
5.39K
$291K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 0.56% |
$1.73K - $2.11K
|
6.35K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-39- 0.59% |
$1.87K - $2.28K
|
6.63K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-43- 0.44% |
$2.06K - $2.52K
|
9.64K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.17% |
$2.35K - $2.87K
|
4.13K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-53- 10.52% |
$2.54K - $3.1K
|
451
$24.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.41% |
$2.64K - $3.22K
|
13.2K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-56- 7.45% |
$2.69K - $3.28K
|
696
$37.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-58- 0.91% |
$2.78K - $3.39K
|
6.29K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-60- 50.42% |
$2.88K - $3.51K
|
59
$3.19K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-61- 6.18% |
$2.93K - $3.57K
|
926
$50K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-63- 0.68% |
$3.02K - $3.69K
|
9.14K
$494K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-64- 8.24% |
$3.07K - $3.75K
|
713
$38.5K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 1.12% |
$3.12K - $3.8K
|
5.76K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-66- 0.48% |
$3.17K - $3.86K
|
13.8K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-66- 10.2% |
$3.17K - $3.86K
|
581
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-68- 0.25% |
$3.26K - $3.98K
|
26.8K
$1.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-69- 0.89% |
$3.31K - $4.04K
|
7.67K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-70- 49.65% |
$3.36K - $4.1K
|
71
$3.84K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-71- 2.43% |
$3.41K - $4.16K
|
2.86K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-74- 0.5% |
$3.55K - $4.33K
|
14.9K
$803K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 60.0% |
$3.6K - $4.39K
|
50
$2.7K
|