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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-797- 15.27% |
$41.9K - $48.6K
|
4.42K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 24.77% |
$42.1K - $48.7K
|
2.43K
$132K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-814- 1.71% |
$42.8K - $49.6K
|
46.8K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-830- 11.49% |
$43.7K - $50.6K
|
6.39K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-896- 7.64% |
$47.2K - $54.6K
|
10.8K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-906- 0.5% |
$47.7K - $55.2K
|
182K
$9.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-932- 7.18% |
$49.1K - $56.8K
|
12K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-976- 3.35% |
$51.4K - $59.5K
|
28.2K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-979- 13.64% |
$51.5K - $59.6K
|
6.2K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-985- 5.45% |
$51.8K - $60K
|
17.1K
$929K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.44% |
$52.6K - $60.9K
|
40K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.02K- 19.43% |
$53.4K - $61.8K
|
4.21K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.07K- 3.09% |
$56.1K - $64.9K
|
33.4K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.11K- 5.15% |
$58.2K - $67.4K
|
20.4K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.16K- 6.61% |
$60.8K - $70.4K
|
16.3K
$887K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.18K- 23.82% |
$62.2K - $72K
|
3.78K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.19K- 20.53% |
$62.7K - $72.6K
|
4.61K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.25K- 17.27% |
$65.6K - $76K
|
5.98K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 12.64% |
$65.8K - $76.2K
|
8.64K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.29K- 11.39% |
$68.1K - $78.8K
|
10.1K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.74% |
$68.5K - $79.3K
|
73.4K
$3.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.32K- 14.53% |
$69.3K - $80.2K
|
7.75K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.33K- 31.75% |
$70.1K - $81.1K
|
2.86K
$156K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.44K- 8.16% |
$75.5K - $87.4K
|
16.2K
$879K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 15.18% |
$76.8K - $88.9K
|
8.16K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.56K- 97.87% |
$82.1K - $95K
|
34
$1.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 13.16% |
$84.1K - $97.3K
|
10.5K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.64K- 5.81% |
$86.4K - $100K
|
26.6K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 0.82% |
$86.7K - $100K
|
199K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 10.97% |
$86.8K - $100K
|
13.4K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.7K- 2.93% |
$89.3K - $103K
|
56.2K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 4.94% |
$92K - $107K
|
33.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 3.94% |
$94.8K - $110K
|
43.9K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.86K- 14.26% |
$97.7K - $113K
|
11.2K
$607K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.91K- 30.99% |
$101K - $116K
|
4.25K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.99K- 15.17% |
$104K - $121K
|
11.1K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2K- 4.24% |
$105K - $122K
|
45.2K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.05K- 11.65% |
$108K - $125K
|
15.6K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 8.3% |
$112K - $130K
|
23.6K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.16K- 14.46% |
$114K - $132K
|
12.8K
$696K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.22K- 5.2% |
$117K - $135K
|
40.4K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.26K- 35.98% |
$119K - $138K
|
4.02K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.28K- 60.44% |
$120K - $139K
|
1.49K
$81K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.41K- 27.5% |
$127K - $147K
|
6.36K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.44K- 2.05% |
$128K - $149K
|
116K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.44K- 6.76% |
$128K - $149K
|
33.7K
$1.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.46K- 15.97% |
$130K - $150K
|
13K
$705K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.52K- 5.09% |
$133K - $154K
|
47.1K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.6K- 2.26% |
$137K - $158K
|
112K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 32.36% |
$137K - $159K
|
5.45K
$296K
|