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 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-172- 2.79% |
$8.26K - $10.1K
|
5.98K
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-174- 1.93% |
$8.35K - $10.2K
|
8.84K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-178- 1.6% |
$8.55K - $10.4K
|
10.9K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179- 1.38% |
$8.59K - $10.5K
|
12.8K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-179- 1.59% |
$8.59K - $10.5K
|
11.1K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-182- 3.84% |
$8.74K - $10.7K
|
4.56K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-192- 2.95% |
$9.22K - $11.2K
|
6.31K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-198- 2.76% |
$9.51K - $11.6K
|
6.98K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-198- 18.77% |
$9.51K - $11.6K
|
857
$50.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 0.52% |
$9.6K - $11.7K
|
38K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 4.66% |
$9.6K - $11.7K
|
4.09K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.42% |
$9.6K - $11.7K
|
47.2K
$2.76M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 1.55% |
$9.6K - $11.7K
|
12.7K
$743K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-203- 9.03% |
$9.75K - $11.9K
|
2.05K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-212- 6.35% |
$10.2K - $12.4K
|
3.13K
$183K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-217- 63.08% |
$10.4K - $12.7K
|
127
$7.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-226- 1.71% |
$10.9K - $13.2K
|
13K
$759K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-228- 4.01% |
$10.9K - $13.3K
|
5.46K
$319K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-231- 3.41% |
$11.1K - $13.5K
|
6.54K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-236- 5.71% |
$11.3K - $13.8K
|
3.89K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-239- 1.77% |
$11.5K - $14K
|
13.3K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-240- 12.35% |
$11.5K - $14K
|
1.7K
$99.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 17.96% |
$11.6K - $14.1K
|
1.1K
$64.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-250- 42.37% |
$12K - $14.6K
|
340
$19.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 5.5% |
$12K - $14.6K
|
4.3K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-258- 4.87% |
$12.4K - $15.1K
|
5.05K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-260- 1.82% |
$12.5K - $15.2K
|
14.1K
$823K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-263- 3.95% |
$12.6K - $15.4K
|
6.4K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-266- 19.76% |
$12.8K - $15.6K
|
1.08K
$63.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-268- 2.21% |
$12.9K - $15.7K
|
11.9K
$695K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-272- 2.32% |
$13.1K - $15.9K
|
11.5K
$670K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-273- 4.94% |
$13.1K - $16K
|
5.25K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-284- 1.73% |
$13.6K - $16.6K
|
16.1K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-287- 1.16% |
$13.8K - $16.8K
|
24.5K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-288- 4.87% |
$13.8K - $16.9K
|
5.62K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-291- 0.54% |
$14K - $17K
|
53.5K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-298- 7.2% |
$14.3K - $17.4K
|
3.84K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-300- 5.24% |
$14.4K - $17.6K
|
5.43K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 12.32% |
$14.4K - $17.6K
|
2.14K
$125K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-302- 6.23% |
$14.5K - $17.7K
|
4.55K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-302- 5.89% |
$14.5K - $17.7K
|
4.83K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-307- 3.26% |
$14.7K - $18K
|
9.12K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-312- 5.69% |
$15K - $18.3K
|
5.17K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-317- 3.61% |
$15.2K - $18.6K
|
8.47K
$496K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-319- 3.31% |
$15.3K - $18.7K
|
9.32K
$545K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-320- 22.57% |
$15.4K - $18.7K
|
1.1K
$64.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-320- 7.2% |
$15.4K - $18.7K
|
4.13K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-321- 2.08% |
$15.4K - $18.8K
|
15.1K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-323- 3.66% |
$15.5K - $18.9K
|
8.5K
$497K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-327- 3.63% |
$15.7K - $19.1K
|
8.69K
$508K
|