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 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-707- 5.02% |
$33.9K - $41.4K
|
13.4K
$783K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-709- 3.69% |
$34K - $41.5K
|
18.5K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 4.54% |
$34.1K - $41.6K
|
15K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-722- 15.71% |
$34.7K - $42.3K
|
3.87K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-724- 12.25% |
$34.8K - $42.4K
|
5.19K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-726- 2.72% |
$34.9K - $42.5K
|
25.9K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-731- 7.19% |
$35.1K - $42.8K
|
9.44K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-733- 3.3% |
$35.2K - $42.9K
|
21.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-759- 17.76% |
$36.4K - $44.4K
|
3.52K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-759- 7.78% |
$36.4K - $44.4K
|
9K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-766- 12.87% |
$36.8K - $44.8K
|
5.18K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-779- 4.78% |
$37.4K - $45.6K
|
15.5K
$909K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-785- 4.51% |
$37.7K - $45.9K
|
16.6K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-786- 7.71% |
$37.7K - $46K
|
9.42K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-820- 47.67% |
$39.4K - $48K
|
900
$52.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-825- 7.95% |
$39.6K - $48.3K
|
9.55K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-836- 13.05% |
$40.1K - $48.9K
|
5.57K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-879- 10.01% |
$42.2K - $51.4K
|
7.9K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-903- 36.06% |
$43.4K - $52.9K
|
1.6K
$93.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-910- 20.67% |
$43.7K - $53.3K
|
3.49K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-920- 13.69% |
$44.2K - $53.8K
|
5.8K
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-920- 7.04% |
$44.2K - $53.8K
|
12.2K
$711K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-933- 10.94% |
$44.8K - $54.6K
|
7.59K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-937- 1.5% |
$45K - $54.8K
|
61.3K
$3.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-937- 13.1% |
$45K - $54.8K
|
6.21K
$364K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-945- 1.76% |
$45.4K - $55.3K
|
52.7K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-958- 6.14% |
$46K - $56.1K
|
14.6K
$856K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-975- 25.9% |
$46.8K - $57.1K
|
2.79K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-979- 6.6% |
$47K - $57.3K
|
13.9K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-999- 3.61% |
$48K - $58.5K
|
26.6K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1K- 7.38% |
$48K - $58.5K
|
12.5K
$734K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1K- 11.04% |
$48K - $58.5K
|
8.05K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.01K- 3.97% |
$48.4K - $59.1K
|
24.4K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.02K- 2.09% |
$48.7K - $59.4K
|
47.6K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.02K- 5.66% |
$48.8K - $59.5K
|
16.9K
$991K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.03K- 12.5% |
$49.2K - $60K
|
7.18K
$420K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.04K- 19.68% |
$50.1K - $61.1K
|
4.26K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.05K- 0.41% |
$50.2K - $61.2K
|
253K
$14.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.1K- 23.73% |
$52.8K - $64.3K
|
3.53K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.44% |
$52.8K - $64.4K
|
247K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.1K- 5.87% |
$52.8K - $64.4K
|
17.6K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.13K- 10.29% |
$54K - $65.8K
|
9.81K
$574K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.13K- 10.29% |
$54K - $65.8K
|
9.81K
$574K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-1.15K- 15.49% |
$55.2K - $67.3K
|
6.28K
$367K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.16K- 3.8% |
$55.7K - $67.9K
|
29.4K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.16K- 11.37% |
$55.8K - $68K
|
9.06K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 2.85% |
$57.6K - $70.2K
|
41K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 3.33% |
$58.1K - $70.9K
|
35.2K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.23K- 3.41% |
$58.8K - $71.7K
|
34.7K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.24K- 20.41% |
$59.3K - $72.3K
|
4.82K
$282K
|