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 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.13K- 21.26% |
$246K - $300K
|
19K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.14K- 18.68% |
$247K - $301K
|
22.3K
$1.31M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-5.15K- 1.76% |
$247K - $301K
|
287K
$16.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.23K- 31.98% |
$251K - $306K
|
11.1K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 25.03% |
$258K - $314K
|
16.1K
$941K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.37K- 9.3% |
$258K - $315K
|
52.4K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.43K- 13.78% |
$261K - $318K
|
34K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.44K- 2.44% |
$261K - $319K
|
218K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.53K- 4.86% |
$265K - $323K
|
108K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.71K- 7.86% |
$274K - $334K
|
66.9K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 4.09% |
$276K - $336K
|
135K
$7.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.79K- 60.45% |
$278K - $339K
|
3.79K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5.82K- 13.97% |
$279K - $341K
|
35.8K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.83K- 4.25% |
$280K - $341K
|
131K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.94K- 2.92% |
$285K - $348K
|
198K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.04K- 2.76% |
$290K - $354K
|
213K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.14K- 42.14% |
$295K - $359K
|
8.43K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6.16K- 11.78% |
$296K - $361K
|
46.1K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.25K- 2.32% |
$300K - $366K
|
264K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.5K- 2.25% |
$312K - $380K
|
282K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.5K- 1.41% |
$312K - $381K
|
454K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.67K- 7.66% |
$320K - $390K
|
80.4K
$4.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.87K- 35.27% |
$330K - $402K
|
12.6K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.91K- 10.6% |
$332K - $404K
|
58.3K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6.97K- 32.93% |
$334K - $408K
|
14.2K
$830K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.07K- 14.48% |
$339K - $414K
|
41.7K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.14K- 46.81% |
$343K - $418K
|
8.11K
$475K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-7.14K- 2.39% |
$343K - $418K
|
291K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-7.17K- 29.79% |
$344K - $420K
|
16.9K
$989K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 47.67% |
$353K - $431K
|
8.08K
$473K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-7.48K- 31.45% |
$359K - $438K
|
16.3K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7.5K- 23.1% |
$360K - $439K
|
25K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7.85K- 19.86% |
$377K - $460K
|
31.7K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-8K- 43.72% |
$384K - $468K
|
10.3K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-8.1K- 1.71% |
$389K - $474K
|
466K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.24K- 24.47% |
$396K - $482K
|
25.4K
$1.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-8.45K- 65.0% |
$406K - $495K
|
4.55K
$266K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.62K- 52.02% |
$414K - $504K
|
7.95K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-8.7K- 47.56% |
$418K - $509K
|
9.59K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.93K- 12.93% |
$429K - $523K
|
60.1K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-9.34K- 26.4% |
$449K - $547K
|
26K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.52K- 47.6% |
$457K - $557K
|
10.5K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.73K- 1.82% |
$467K - $570K
|
524K
$30.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.1K- 4.97% |
$486K - $592K
|
193K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10.2K- 3.6% |
$488K - $595K
|
272K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-10.2K- 8.4% |
$491K - $598K
|
111K
$6.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.4K- 44.6% |
$501K - $610K
|
13K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.7K- 65.52% |
$512K - $624K
|
5.61K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11K- 4.0% |
$529K - $644K
|
264K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-11K- 39.8% |
$530K - $646K
|
16.7K
$976K
|