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 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.62K- 14.39% |
$138K - $160K
|
15.6K
$847K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.66K- 10.73% |
$140K - $162K
|
22.1K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.68K- 2.59% |
$141K - $163K
|
101K
$5.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 45.47% |
$143K - $166K
|
3.26K
$177K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.01K- 1.53% |
$158K - $183K
|
193K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.03K- 80.16% |
$160K - $185K
|
751
$40.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.13K- 7.29% |
$165K - $191K
|
39.8K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.13K- 99.97% |
$165K - $191K
|
1
$54.4
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 8.54% |
$178K - $206K
|
36.1K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.48K- 25.92% |
$183K - $212K
|
9.94K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.64K- 8.71% |
$192K - $222K
|
38.1K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.74K- 19.83% |
$197K - $228K
|
15.1K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.77K- 16.87% |
$199K - $230K
|
18.6K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.8K- 1.54% |
$200K - $231K
|
243K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.86K- 10.56% |
$203K - $235K
|
32.7K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.97K- 2.82% |
$209K - $242K
|
137K
$7.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.17K- 13.32% |
$220K - $254K
|
27.2K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.28K- 17.25% |
$225K - $261K
|
20.6K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.33K- 6.25% |
$228K - $264K
|
65K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.46K- 18.81% |
$235K - $272K
|
19.2K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-4.5K- 12.83% |
$237K - $274K
|
30.6K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.63K- 4.61% |
$243K - $282K
|
95.8K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.67K- 8.91% |
$246K - $284K
|
47.8K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-5.45K- 28.43% |
$287K - $332K
|
13.7K
$746K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.46K- 3.41% |
$287K - $333K
|
155K
$8.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.59K- 53.71% |
$294K - $341K
|
4.82K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.88K- 19.15% |
$310K - $358K
|
24.8K
$1.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.9K- 59.0% |
$311K - $359K
|
4.1K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6.06K- 31.9% |
$319K - $369K
|
12.9K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.2K- 4.52% |
$326K - $377K
|
131K
$7.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.54K- 9.43% |
$344K - $398K
|
62.8K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.63K- 1.23% |
$349K - $404K
|
533K
$29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.76K- 64.5% |
$356K - $412K
|
3.72K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.9K- 19.26% |
$363K - $420K
|
28.9K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.35K- 3.04% |
$387K - $448K
|
234K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 6.23% |
$387K - $448K
|
111K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.44K- 43.94% |
$392K - $453K
|
9.5K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.13K- 28.24% |
$428K - $495K
|
20.7K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.17K- 8.36% |
$430K - $498K
|
89.5K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.28K- 98.18% |
$436K - $504K
|
153
$8.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.47K- 65.41% |
$446K - $516K
|
4.48K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.64K- 1.41% |
$455K - $526K
|
602K
$32.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.89K- 1.96% |
$468K - $541K
|
445K
$24.2M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.62K- 25.85% |
$506K - $586K
|
27.6K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 18.57% |
$541K - $626K
|
45.1K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.3K- 93.38% |
$543K - $628K
|
731
$39.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-11.8K- 3.49% |
$621K - $719K
|
326K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12K- 68.21% |
$633K - $733K
|
5.61K
$305K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-12.3K- 95.05% |
$647K - $749K
|
640
$34.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.3K- 28.64% |
$698K - $808K
|
33.1K
$1.8M
|