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 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.09K+ 0.36% |
$52.1K - $63.6K
|
306K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.09KNew |
$52.1K - $63.6K
|
1.09K
$59.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.08K+ 1.92% |
$51.9K - $63.3K
|
57.4K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.08K+ 48.39% |
$51.9K - $63.2K
|
3.31K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.07K+ 4.85% |
$51.5K - $62.8K
|
23.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.06K+ 8138.46% |
$50.8K - $61.9K
|
1.07K
$58.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.05K+ 1.85% |
$50.5K - $61.6K
|
57.9K
$3.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.05K+ 12.21% |
$50.4K - $61.5K
|
9.65K
$528K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 5.8% |
$50K - $60.9K
|
19K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1K+ 1.4% |
$48K - $58.5K
|
72.2K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
898+ 1.32% |
$43.1K - $52.6K
|
68.7K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
898+ 1.64% |
$43.1K - $52.6K
|
55.6K
$3.04M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
882+ 3.12% |
$42.3K - $51.6K
|
29.2K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
870+ 92.95% |
$41.8K - $50.9K
|
1.81K
$98.8K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
860+ 15.41% |
$41.3K - $50.3K
|
6.44K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
858+ 5.18% |
$41.2K - $50.2K
|
17.4K
$954K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
847+ 5.1% |
$40.7K - $49.6K
|
17.5K
$955K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
841+ 16.32% |
$40.4K - $49.2K
|
6K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
811+ 5.05% |
$38.9K - $47.5K
|
16.9K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
795+ 15.4% |
$38.2K - $46.5K
|
5.96K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
794New |
$38.1K - $46.5K
|
794
$43.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
790+ 2.54% |
$37.9K - $46.2K
|
31.9K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
784+ 14.55% |
$37.6K - $45.9K
|
6.17K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
783+ 9.17% |
$37.6K - $45.8K
|
9.32K
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
770+ 1.84% |
$37K - $45.1K
|
42.6K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
750+ 53.96% |
$36K - $43.9K
|
2.14K
$117K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
734+ 1.07% |
$35.2K - $43K
|
69.3K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
728+ 1.66% |
$35K - $42.6K
|
44.5K
$2.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
727+ 5.07% |
$34.9K - $42.6K
|
15.1K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
724New |
$34.8K - $42.4K
|
724
$39.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
718+ 8.62% |
$34.5K - $42K
|
9.05K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
705+ 2.32% |
$33.8K - $41.3K
|
31.1K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
700+ 3.44% |
$33.6K - $41K
|
21.1K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
680+ 8.33% |
$32.6K - $39.8K
|
8.84K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
658+ 3.7% |
$31.6K - $38.5K
|
18.5K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
649+ 2.31% |
$31.2K - $38K
|
28.8K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
648+ 8.97% |
$31.1K - $37.9K
|
7.87K
$431K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
639+ 7.25% |
$30.7K - $37.4K
|
9.45K
$517K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
638+ 9.22% |
$30.6K - $37.3K
|
7.56K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
637+ 17.1% |
$30.6K - $37.3K
|
4.36K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
631+ 9.44% |
$30.3K - $36.9K
|
7.31K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
622New |
$29.9K - $36.4K
|
622
$34K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
612+ 12.53% |
$29.4K - $35.8K
|
5.5K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
603+ 1.73% |
$29K - $35.3K
|
35.4K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
595+ 0.42% |
$28.6K - $34.8K
|
144K
$7.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594+ 0.53% |
$28.5K - $34.8K
|
113K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
583+ 4.49% |
$28K - $34.1K
|
13.6K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
561New |
$26.9K - $32.8K
|
561
$30.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
556+ 1.99% |
$26.7K - $32.5K
|
28.5K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
520+ 48.55% |
$25K - $30.4K
|
1.59K
$87.1K
|