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 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.43K- 66.78% |
$117K - $142K
|
1.21K
$70.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.44K- 1.01% |
$117K - $143K
|
240K
$14.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 11.94% |
$118K - $143K
|
18.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.46K- 34.9% |
$118K - $144K
|
4.59K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.47K- 0.83% |
$119K - $145K
|
297K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.54K- 18.26% |
$122K - $149K
|
11.4K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.58K- 7.05% |
$124K - $151K
|
34K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.63K- 6.59% |
$126K - $154K
|
37.3K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.66K- 21.19% |
$128K - $156K
|
9.88K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.69K- 1.35% |
$129K - $157K
|
196K
$11.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 14.87% |
$132K - $161K
|
15.7K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.77K- 2.85% |
$133K - $162K
|
94.3K
$5.52M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.79K- 21.94% |
$134K - $164K
|
9.94K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.8K- 4.16% |
$134K - $164K
|
64.5K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.83K- 4.1% |
$136K - $165K
|
66K
$3.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.91K- 15.87% |
$140K - $170K
|
15.4K
$903K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.93K- 19.46% |
$141K - $171K
|
12.1K
$709K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-2.97K- 17.35% |
$142K - $174K
|
14.1K
$827K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.97K- 7.6% |
$142K - $174K
|
36.1K
$2.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 12.0% |
$144K - $176K
|
22K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.04K- 0.81% |
$146K - $178K
|
374K
$21.9M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-3.04K- 5.72% |
$146K - $178K
|
50.1K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.08K- 8.06% |
$148K - $181K
|
35.2K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-3.2K- 41.06% |
$154K - $187K
|
4.6K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.28K- 13.2% |
$157K - $192K
|
21.5K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.3K- 0.75% |
$158K - $193K
|
439K
$25.7M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.31K- 32.33% |
$159K - $194K
|
6.93K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.41K- 0.53% |
$163K - $199K
|
636K
$37.2M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.55K- 44.7% |
$171K - $208K
|
4.39K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.6K- 3.13% |
$173K - $211K
|
111K
$6.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.7K- 39.4% |
$178K - $216K
|
5.69K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.72K- 4.22% |
$179K - $218K
|
84.6K
$4.95M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.73K- 24.7% |
$179K - $218K
|
11.4K
$665K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.74K- 5.67% |
$180K - $219K
|
62.2K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.93K- 25.45% |
$189K - $230K
|
11.5K
$674K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4K- 46.71% |
$192K - $234K
|
4.56K
$267K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-4K- 32.12% |
$192K - $234K
|
8.45K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.02K- 1.27% |
$193K - $235K
|
311K
$18.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.26K- 2.45% |
$205K - $250K
|
170K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.31K- 18.32% |
$207K - $252K
|
19.2K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.47K- 2.64% |
$215K - $262K
|
165K
$9.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.54K- 8.4% |
$218K - $266K
|
49.5K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.58K- 3.23% |
$220K - $268K
|
137K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4.71K- 1.3% |
$226K - $275K
|
358K
$20.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.72K- 7.47% |
$227K - $276K
|
58.4K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-4.88K- 46.43% |
$234K - $286K
|
5.63K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.97K- 36.26% |
$239K - $291K
|
8.74K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.98K- 7.47% |
$239K - $291K
|
61.7K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-5K- 52.09% |
$240K - $292K
|
4.6K
$269K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.07K- 16.48% |
$243K - $297K
|
25.7K
$1.5M
|