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 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.38KNew |
$258K - $315K
|
5.38K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.37K+ 80.31% |
$258K - $314K
|
12.1K
$660K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.34KNew |
$256K - $312K
|
5.34K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.24KNew |
$252K - $307K
|
5.24K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
5.21K+ 6.65% |
$250K - $305K
|
83.5K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.2K+ 6.13% |
$250K - $304K
|
90.1K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.17KNew |
$248K - $303K
|
5.17K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.15KNew |
$247K - $301K
|
5.15K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.09K+ 13.44% |
$244K - $298K
|
43K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.06K+ 9.71% |
$243K - $296K
|
57.1K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.03KNew |
$241K - $294K
|
5.03K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.01K+ 49.03% |
$241K - $293K
|
15.2K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.01K+ 13.79% |
$240K - $293K
|
41.3K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.96KNew |
$238K - $290K
|
4.96K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.95K+ 2.01% |
$238K - $290K
|
251K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
4.95KNew |
$238K - $290K
|
4.95K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.92K+ 2.09% |
$236K - $288K
|
241K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.88K+ 51.65% |
$234K - $286K
|
14.3K
$784K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.8K+ 3.41% |
$230K - $281K
|
146K
$7.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
4.78K+ 18.01% |
$230K - $280K
|
31.3K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.76KNew |
$229K - $279K
|
4.76K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.7KNew |
$226K - $275K
|
4.7K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.7K+ 2.54% |
$226K - $275K
|
190K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
4.68K+ 38.18% |
$225K - $274K
|
17K
$928K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.64K+ 87.44% |
$223K - $272K
|
9.96K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.62K+ 54.99% |
$222K - $270K
|
13K
$712K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.61K+ 13.21% |
$221K - $270K
|
39.5K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.6KNew |
$221K - $269K
|
4.6K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.55KNew |
$218K - $266K
|
4.55K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.54KNew |
$218K - $266K
|
4.54K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.51KNew |
$216K - $264K
|
4.51K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
4.5KNew |
$216K - $263K
|
4.5K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
4.46K+ 2.74% |
$214K - $261K
|
167K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.42K+ 26.22% |
$212K - $259K
|
21.3K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
4.36KNew |
$209K - $255K
|
4.36K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.35KNew |
$209K - $255K
|
4.35K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
4.33K+ 9.35% |
$208K - $253K
|
50.6K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.32KNew |
$207K - $253K
|
4.32K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
4.3KNew |
$206K - $252K
|
4.3K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.27K+ 6.75% |
$205K - $250K
|
67.5K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.26KNew |
$204K - $249K
|
4.26K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.25K+ 141.67% |
$204K - $249K
|
7.25K
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.25KNew |
$204K - $249K
|
4.25K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.2K+ 19.03% |
$202K - $246K
|
26.3K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.2KNew |
$201K - $246K
|
4.2K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.2KNew |
$201K - $246K
|
4.2K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.17K+ 32.6% |
$200K - $244K
|
16.9K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.16K+ 6.53% |
$200K - $243K
|
67.8K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.13K+ 1465.6% |
$198K - $242K
|
4.42K
$242K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.13K+ 17.77% |
$198K - $242K
|
27.4K
$1.5M
|