Purchases and Sales Made in Q4 2024 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
550New |
$28.9K - $33.5K
|
550
$30.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
533+ 0.74% |
$28.1K - $32.5K
|
72.2K
$4.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
525+ 2.48% |
$27.6K - $32K
|
21.7K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
516+ 5.66% |
$27.2K - $31.4K
|
9.64K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
515+ 4.21% |
$27.1K - $31.4K
|
12.7K
$712K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
501New |
$26.4K - $30.5K
|
501
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 8.74% |
$26.3K - $30.5K
|
6.22K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500New |
$26.3K - $30.5K
|
500
$27.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$26.3K - $30.5K
|
500
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$26.3K - $30.5K
|
500
$27.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
485New |
$25.5K - $29.5K
|
485
$27.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
481+ 1.64% |
$25.3K - $29.3K
|
29.8K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
480+ 13.45% |
$25.3K - $29.2K
|
4.05K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
475New |
$25K - $28.9K
|
475
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
463+ 0.23% |
$24.4K - $28.2K
|
198K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
461+ 8.02% |
$24.3K - $28.1K
|
6.21K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
457+ 6.7% |
$24.1K - $27.8K
|
7.28K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
457+ 1.29% |
$24.1K - $27.8K
|
35.9K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
452+ 11.76% |
$23.8K - $27.5K
|
4.3K
$240K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
432+ 7.69% |
$22.7K - $26.3K
|
6.05K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
417+ 4.21% |
$21.9K - $25.4K
|
10.3K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
417+ 0.25% |
$21.9K - $25.4K
|
170K
$9.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
410+ 4.56% |
$21.6K - $25K
|
9.41K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
404+ 7.4% |
$21.3K - $24.6K
|
5.87K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
404+ 4.28% |
$21.3K - $24.6K
|
9.84K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
400New |
$21.1K - $24.4K
|
400
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
398+ 6.8% |
$20.9K - $24.2K
|
6.25K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
393+ 4.21% |
$20.7K - $23.9K
|
9.72K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
392+ 2.72% |
$20.6K - $23.9K
|
14.8K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
389+ 2.65% |
$20.5K - $23.7K
|
15.1K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
378+ 450.0% |
$19.9K - $23K
|
462
$25.8K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
375+ 7.57% |
$19.7K - $22.8K
|
5.33K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
373New |
$19.6K - $22.7K
|
373
$20.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
372+ 7.8% |
$19.6K - $22.7K
|
5.14K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
366+ 2.96% |
$19.3K - $22.3K
|
12.7K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
365+ 3.2% |
$19.2K - $22.2K
|
11.8K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
361+ 3.87% |
$19K - $22K
|
9.7K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
360New |
$18.9K - $21.9K
|
360
$20.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
359+ 2.88% |
$18.9K - $21.9K
|
12.8K
$717K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
352+ 2.96% |
$18.5K - $21.4K
|
12.2K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
349+ 2.16% |
$18.4K - $21.3K
|
16.5K
$922K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
337+ 7.43% |
$17.7K - $20.5K
|
4.88K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
329New |
$17.3K - $20K
|
329
$18.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
319+ 3.26% |
$16.8K - $19.4K
|
10.1K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
314New |
$16.5K - $19.1K
|
314
$17.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
305+ 3.07% |
$16.1K - $18.6K
|
10.2K
$572K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
303+ 2.21% |
$15.9K - $18.5K
|
14K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 175.44% |
$15.8K - $18.3K
|
471
$26.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
299+ 11.67% |
$15.7K - $18.2K
|
2.86K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
295New |
$15.5K - $18K
|
295
$16.5K
|