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 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-435- 2.0% |
$20.9K - $25.5K
|
21.4K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-442- 70.27% |
$21.2K - $25.9K
|
187
$10K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-443- 7.6% |
$21.3K - $25.9K
|
5.39K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-449- 8.0% |
$21.6K - $26.3K
|
5.16K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-450- 5.26% |
$21.6K - $26.3K
|
8.1K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-453- 4.94% |
$21.7K - $26.5K
|
8.73K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-465- 5.15% |
$22.3K - $27.2K
|
8.57K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-466- 5.1% |
$22.4K - $27.3K
|
8.68K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-467- 1.58% |
$22.4K - $27.3K
|
29.2K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-469- 12.56% |
$22.5K - $27.5K
|
3.27K
$175K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-491- 7.64% |
$23.6K - $28.7K
|
5.94K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-503- 44.05% |
$24.1K - $29.4K
|
639
$34.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-510- 9.83% |
$24.5K - $29.9K
|
4.68K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 6.58% |
$25.3K - $30.8K
|
7.46K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-532- 0.72% |
$25.5K - $31.1K
|
73.5K
$3.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-546- 11.48% |
$26.2K - $32K
|
4.21K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-550- 4.64% |
$26.4K - $32.2K
|
11.3K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-552- 4.1% |
$26.5K - $32.3K
|
12.9K
$692K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-595- 14.09% |
$28.6K - $34.8K
|
3.63K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-597- 3.55% |
$28.7K - $34.9K
|
16.2K
$870K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-614- 12.5% |
$29.5K - $35.9K
|
4.3K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-619- 36.24% |
$29.7K - $36.2K
|
1.09K
$58.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-628- 8.34% |
$30.2K - $36.8K
|
6.9K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-637- 1.81% |
$30.6K - $37.3K
|
34.5K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-648- 6.96% |
$31.1K - $37.9K
|
8.66K
$464K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-654- 6.11% |
$31.4K - $38.3K
|
10.1K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-666- 17.53% |
$32K - $39K
|
3.13K
$168K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-667- 3.12% |
$32K - $39K
|
20.7K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-680- 1.88% |
$32.6K - $39.8K
|
35.4K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-682- 11.42% |
$32.7K - $39.9K
|
5.29K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-684- 11.27% |
$32.8K - $40K
|
5.39K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-686- 4.16% |
$32.9K - $40.2K
|
15.8K
$848K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-689- 3.98% |
$33.1K - $40.3K
|
16.6K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-695- 2.02% |
$33.4K - $40.7K
|
33.7K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-700- 4.58% |
$33.6K - $41K
|
14.6K
$782K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-707- 5.02% |
$33.9K - $41.4K
|
13.4K
$718K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-709- 3.69% |
$34K - $41.5K
|
18.5K
$994K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 4.54% |
$34.1K - $41.6K
|
15K
$803K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-722- 15.71% |
$34.7K - $42.3K
|
3.87K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-724- 12.25% |
$34.8K - $42.4K
|
5.19K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-726- 2.72% |
$34.9K - $42.5K
|
25.9K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-731- 7.19% |
$35.1K - $42.8K
|
9.44K
$506K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-733- 3.3% |
$35.2K - $42.9K
|
21.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-759- 17.76% |
$36.4K - $44.4K
|
3.52K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-759- 7.78% |
$36.4K - $44.4K
|
9K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-766- 12.87% |
$36.8K - $44.8K
|
5.18K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-779- 4.78% |
$37.4K - $45.6K
|
15.5K
$834K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-785- 4.51% |
$37.7K - $45.9K
|
16.6K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-786- 7.71% |
$37.7K - $46K
|
9.42K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-820- 47.67% |
$39.4K - $48K
|
900
$48.3K
|