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 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.55KNew |
$170K - $208K
|
3.55K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.55K+ 28.44% |
$170K - $208K
|
16K
$877K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.55KNew |
$170K - $207K
|
3.55K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.54KNew |
$170K - $207K
|
3.54K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$169K - $206K
|
3.53K
$193K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.52KNew |
$169K - $206K
|
3.52K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.52K+ 280.85% |
$169K - $206K
|
4.77K
$261K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.5KNew |
$168K - $205K
|
3.5K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.5KNew |
$168K - $205K
|
3.5K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.47KNew |
$167K - $203K
|
3.47K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.47KNew |
$166K - $203K
|
3.47K
$190K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.43K+ 19.97% |
$164K - $201K
|
20.6K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.2K+ 5.39% |
$154K - $187K
|
62.6K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.16KNew |
$152K - $185K
|
3.16K
$173K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.05K+ 8.29% |
$147K - $179K
|
39.9K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.03K+ 3.07% |
$145K - $177K
|
102K
$5.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.02K+ 2.43% |
$145K - $177K
|
127K
$6.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.01K+ 7.94% |
$144K - $176K
|
40.8K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.92K+ 57.67% |
$140K - $171K
|
7.99K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91K+ 5.36% |
$140K - $170K
|
57.1K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.9K+ 22.68% |
$139K - $170K
|
15.7K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.89K+ 8.16% |
$139K - $169K
|
38.3K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.89K+ 8.8% |
$139K - $169K
|
35.7K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.84K+ 25.73% |
$136K - $166K
|
13.9K
$760K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.82K+ 2.1% |
$135K - $165K
|
137K
$7.52M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.81K+ 2.87% |
$135K - $164K
|
100K
$5.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.8K+ 651.16% |
$134K - $164K
|
3.23K
$177K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.77K+ 2.4% |
$133K - $162K
|
118K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.73K+ 23.04% |
$131K - $160K
|
14.6K
$797K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.7K+ 35.01% |
$130K - $158K
|
10.4K
$570K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.7K+ 50.46% |
$130K - $158K
|
8.05K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.7KNew |
$130K - $158K
|
2.7K
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.65K+ 34.19% |
$127K - $155K
|
10.4K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.63K+ 2366.67% |
$126K - $154K
|
2.74K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.61K+ 18.71% |
$125K - $153K
|
16.5K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.6K+ 9.89% |
$125K - $152K
|
28.9K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.52KNew |
$121K - $147K
|
2.52K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.43KNew |
$117K - $142K
|
2.43K
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.43K+ 2.51% |
$117K - $142K
|
99.5K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.43K+ 5.49% |
$117K - $142K
|
46.6K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.4K+ 31.43% |
$115K - $141K
|
10K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.39K+ 45.21% |
$115K - $140K
|
7.69K
$421K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.35K+ 21.83% |
$113K - $137K
|
13.1K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.32K+ 24.29% |
$112K - $136K
|
11.9K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.32K+ 44.15% |
$111K - $135K
|
7.56K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.32K+ 5.53% |
$111K - $135K
|
44.2K
$2.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.3K+ 12.01% |
$110K - $135K
|
21.4K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.27K+ 32.24% |
$109K - $133K
|
9.33K
$510K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.27K+ 1.51% |
$109K - $133K
|
152K
$8.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22K+ 24.8% |
$106K - $130K
|
11.2K
$611K
|