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 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.66K- 12.58% |
$79.6K - $97K
|
11.5K
$618K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.67K- 7.56% |
$80.1K - $97.7K
|
20.4K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.68K- 9.16% |
$80.6K - $98.3K
|
16.7K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.68K- 12.56% |
$80.8K - $98.4K
|
11.7K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.7K- 16.59% |
$81.7K - $99.6K
|
8.56K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.71K- 5.71% |
$82.1K - $100K
|
28.3K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.73K- 14.85% |
$83.1K - $101K
|
9.92K
$532K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.76K- 2.47% |
$84.4K - $103K
|
69.4K
$3.72M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.77K- 15.01% |
$84.8K - $103K
|
10K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.78K- 6.99% |
$85.6K - $104K
|
23.7K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.79K- 9.01% |
$85.8K - $105K
|
18.1K
$969K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.8K- 3.73% |
$86.3K - $105K
|
46.4K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.8K- 31.34% |
$86.6K - $106K
|
3.95K
$212K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.82K- 6.82% |
$87.2K - $106K
|
24.8K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.85K- 18.81% |
$88.9K - $108K
|
7.99K
$429K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 10.34% |
$92.4K - $113K
|
16.7K
$896K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.95K- 2.14% |
$93.5K - $114K
|
89.1K
$4.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.98K- 7.24% |
$95.1K - $116K
|
25.4K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.99K- 13.16% |
$95.6K - $117K
|
13.1K
$705K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2K- 10.17% |
$95.8K - $117K
|
17.6K
$946K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.11K- 9.1% |
$101K - $124K
|
21.1K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.13K- 0.58% |
$102K - $125K
|
365K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.13K- 5.39% |
$102K - $125K
|
37.5K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 33.45% |
$104K - $127K
|
4.32K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.18K- 11.22% |
$105K - $128K
|
17.3K
$927K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.2K- 8.13% |
$105K - $129K
|
24.8K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.2K- 2.11% |
$106K - $129K
|
102K
$5.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.24K- 1.91% |
$107K - $131K
|
115K
$6.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.27K- 9.14% |
$109K - $133K
|
22.5K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.27K- 4.98% |
$109K - $133K
|
43.3K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.31K- 10.93% |
$111K - $135K
|
18.9K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.39K- 1.18% |
$115K - $140K
|
201K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.41K- 14.33% |
$116K - $141K
|
14.4K
$774K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.41K- 2.28% |
$116K - $141K
|
103K
$5.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.43K- 66.78% |
$117K - $142K
|
1.21K
$64.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.44K- 1.01% |
$117K - $143K
|
240K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 11.94% |
$118K - $143K
|
18.1K
$969K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.46K- 34.9% |
$118K - $144K
|
4.59K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.47K- 0.83% |
$119K - $145K
|
297K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.54K- 18.26% |
$122K - $149K
|
11.4K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.58K- 7.05% |
$124K - $151K
|
34K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.63K- 6.59% |
$126K - $154K
|
37.3K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.66K- 21.19% |
$128K - $156K
|
9.88K
$530K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.69K- 1.35% |
$129K - $157K
|
196K
$10.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 14.87% |
$132K - $161K
|
15.7K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.77K- 2.85% |
$133K - $162K
|
94.3K
$5.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.8K- 4.16% |
$134K - $164K
|
64.5K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.83K- 4.1% |
$136K - $165K
|
66K
$3.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.91K- 15.87% |
$140K - $170K
|
15.4K
$829K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.93K- 19.46% |
$141K - $171K
|
12.1K
$651K
|