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
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-212- 6.35% |
$10.2K - $12.4K
|
3.13K
$173K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-217- 63.08% |
$10.4K - $12.7K
|
127
$7.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-226- 1.71% |
$10.9K - $13.2K
|
13K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-228- 4.01% |
$10.9K - $13.3K
|
5.46K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-231- 3.41% |
$11.1K - $13.5K
|
6.54K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-236- 5.71% |
$11.3K - $13.8K
|
3.89K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-239- 1.77% |
$11.5K - $14K
|
13.3K
$733K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-240- 12.35% |
$11.5K - $14K
|
1.7K
$94.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 17.96% |
$11.6K - $14.1K
|
1.1K
$60.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-250- 42.37% |
$12K - $14.6K
|
340
$18.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 5.5% |
$12K - $14.6K
|
4.3K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-258- 4.87% |
$12.4K - $15.1K
|
5.05K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-260- 1.82% |
$12.5K - $15.2K
|
14.1K
$777K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-263- 3.95% |
$12.6K - $15.4K
|
6.4K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-266- 19.76% |
$12.8K - $15.6K
|
1.08K
$59.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-268- 2.21% |
$12.9K - $15.7K
|
11.9K
$657K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-272- 2.32% |
$13.1K - $15.9K
|
11.5K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-273- 4.94% |
$13.1K - $16K
|
5.25K
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-284- 1.73% |
$13.6K - $16.6K
|
16.1K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-287- 1.16% |
$13.8K - $16.8K
|
24.5K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-288- 4.87% |
$13.8K - $16.9K
|
5.62K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-291- 0.54% |
$14K - $17K
|
53.5K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-298- 7.2% |
$14.3K - $17.4K
|
3.84K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-300- 5.24% |
$14.4K - $17.6K
|
5.43K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 12.32% |
$14.4K - $17.6K
|
2.14K
$118K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-302- 6.23% |
$14.5K - $17.7K
|
4.55K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-302- 5.89% |
$14.5K - $17.7K
|
4.83K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-307- 3.26% |
$14.7K - $18K
|
9.12K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-312- 5.69% |
$15K - $18.3K
|
5.17K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-317- 3.61% |
$15.2K - $18.6K
|
8.47K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-319- 3.31% |
$15.3K - $18.7K
|
9.32K
$515K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-320- 22.57% |
$15.4K - $18.7K
|
1.1K
$60.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-320- 7.2% |
$15.4K - $18.7K
|
4.13K
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-321- 2.08% |
$15.4K - $18.8K
|
15.1K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-323- 3.66% |
$15.5K - $18.9K
|
8.5K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-327- 3.63% |
$15.7K - $19.1K
|
8.69K
$480K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-330- 2.21% |
$15.8K - $19.3K
|
14.6K
$808K
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-331- 0.05% |
$15.9K - $19.4K
|
602K
$33.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-332- 5.44% |
$15.9K - $19.4K
|
5.78K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-339- 3.08% |
$16.3K - $19.8K
|
10.7K
$590K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-353- 7.61% |
$16.9K - $20.7K
|
4.29K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-357- 5.26% |
$17.1K - $20.9K
|
6.43K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-360- 3.99% |
$17.3K - $21.1K
|
8.67K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-383- 7.4% |
$18.4K - $22.4K
|
4.8K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-392- 2.51% |
$18.8K - $22.9K
|
15.2K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-393- 4.01% |
$18.9K - $23K
|
9.4K
$520K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-400- 2.2% |
$19.2K - $23.4K
|
17.8K
$982K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-401- 6.39% |
$19.3K - $23.5K
|
5.87K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-408- 13.89% |
$19.6K - $23.9K
|
2.53K
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-422- 2.71% |
$20.3K - $24.7K
|
15.2K
$838K
|