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 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-75- 0.68% |
$3.6K - $4.39K
|
10.9K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-79- 0.81% |
$3.79K - $4.62K
|
9.64K
$533K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-80- 0.23% |
$3.84K - $4.68K
|
34.4K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-85- 1.43% |
$4.08K - $4.98K
|
5.85K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-86- 0.32% |
$4.13K - $5.03K
|
26.6K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-87- 1.98% |
$4.18K - $5.09K
|
4.31K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-87- 1.5% |
$4.18K - $5.09K
|
5.73K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-89- 2.35% |
$4.27K - $5.21K
|
3.69K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-93- 0.38% |
$4.46K - $5.44K
|
24.4K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-93- 3.98% |
$4.46K - $5.44K
|
2.24K
$124K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-95- 1.48% |
$4.56K - $5.56K
|
6.33K
$350K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 0.77% |
$4.8K - $5.85K
|
12.9K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 27.78% |
$4.8K - $5.85K
|
260
$14.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.79% |
$4.8K - $5.85K
|
5.49K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-102- 1.39% |
$4.9K - $5.97K
|
7.22K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-107- 1.54% |
$5.14K - $6.26K
|
6.82K
$377K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-109- 1.4% |
$5.23K - $6.38K
|
7.67K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-109- 26.59% |
$5.23K - $6.38K
|
301
$16.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-124- 57.14% |
$5.95K - $7.26K
|
93
$5.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 3.0% |
$6K - $7.32K
|
4.05K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-130- 18.16% |
$6.24K - $7.61K
|
586
$32.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-130- 3.11% |
$6.24K - $7.61K
|
4.06K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-138- 0.53% |
$6.63K - $8.08K
|
25.8K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 3.12% |
$6.63K - $8.08K
|
4.29K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-140- 27.83% |
$6.72K - $8.19K
|
363
$20.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-140- 2.56% |
$6.72K - $8.19K
|
5.32K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-144- 1.63% |
$6.91K - $8.43K
|
8.68K
$480K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-146- 3.66% |
$7.01K - $8.55K
|
3.84K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-155- 1.8% |
$7.44K - $9.07K
|
8.44K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-155- 5.57% |
$7.44K - $9.07K
|
2.63K
$145K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-157- 0.98% |
$7.54K - $9.19K
|
15.9K
$880K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-160- 0.91% |
$7.68K - $9.36K
|
17.5K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-162- 3.17% |
$7.78K - $9.48K
|
4.95K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-163- 1.41% |
$7.83K - $9.54K
|
11.4K
$632K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-166- 3.08% |
$7.97K - $9.72K
|
5.22K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-170- 0.24% |
$8.16K - $9.95K
|
71.9K
$3.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-172- 2.79% |
$8.26K - $10.1K
|
5.98K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-174- 1.93% |
$8.35K - $10.2K
|
8.84K
$489K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-178- 1.6% |
$8.55K - $10.4K
|
10.9K
$604K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179- 1.38% |
$8.59K - $10.5K
|
12.8K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-179- 1.59% |
$8.59K - $10.5K
|
11.1K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-182- 3.84% |
$8.74K - $10.7K
|
4.56K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-192- 2.95% |
$9.22K - $11.2K
|
6.31K
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-198- 2.76% |
$9.51K - $11.6K
|
6.98K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-198- 18.77% |
$9.51K - $11.6K
|
857
$47.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 0.52% |
$9.6K - $11.7K
|
38K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 4.66% |
$9.6K - $11.7K
|
4.09K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.42% |
$9.6K - $11.7K
|
47.2K
$2.61M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 1.55% |
$9.6K - $11.7K
|
12.7K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-203- 9.03% |
$9.75K - $11.9K
|
2.05K
$113K
|