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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
111+ 3.51% |
$5.84K - $6.76K
|
3.27K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
104+ 2.17% |
$5.47K - $6.34K
|
4.9K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
102+ 0.23% |
$5.37K - $6.21K
|
44.2K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
100+ 26.18% |
$5.26K - $6.09K
|
482
$26.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
100+ 2.29% |
$5.26K - $6.09K
|
4.46K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100New |
$5.26K - $6.09K
|
100
$5.59K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
100New |
$5.26K - $6.09K
|
100
$5.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
97+ 0.9% |
$5.11K - $5.91K
|
10.9K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
90+ 0.63% |
$4.74K - $5.48K
|
14.4K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
88+ 0.31% |
$4.63K - $5.36K
|
28.6K
$1.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
87New |
$4.58K - $5.3K
|
87
$4.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
86+ 1.1% |
$4.53K - $5.24K
|
7.89K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
86+ 0.55% |
$4.53K - $5.24K
|
15.8K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
84+ 2.94% |
$4.42K - $5.12K
|
2.94K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
83+ 0.31% |
$4.37K - $5.06K
|
26.7K
$1.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 2.81% |
$4.21K - $4.87K
|
2.93K
$164K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
71+ 0.38% |
$3.74K - $4.33K
|
18.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
69+ 0.46% |
$3.63K - $4.2K
|
15.2K
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67+ 3350.0% |
$3.53K - $4.08K
|
69
$3.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
67+ 0.59% |
$3.53K - $4.08K
|
11.4K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66+ 1.38% |
$3.47K - $4.02K
|
4.84K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 196.97% |
$3.42K - $3.96K
|
98
$5.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
64+ 1.42% |
$3.37K - $3.9K
|
4.57K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 0.79% |
$3.16K - $3.66K
|
7.62K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
60+ 0.17% |
$3.16K - $3.66K
|
35.8K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
54+ 0.47% |
$2.84K - $3.29K
|
11.6K
$650K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 1.98% |
$2.79K - $3.23K
|
2.73K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
52New |
$2.74K - $3.17K
|
52
$2.91K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
48+ 3.97% |
$2.53K - $2.92K
|
1.26K
$70.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 7.89% |
$2.53K - $2.92K
|
656
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46+ 1.11% |
$2.42K - $2.8K
|
4.18K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 3.83% |
$2.21K - $2.56K
|
1.14K
$63.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
42+ 0.48% |
$2.21K - $2.56K
|
8.78K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41New |
$2.16K - $2.5K
|
41
$2.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
40New |
$2.11K - $2.44K
|
40
$2.24K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
40New |
$2.11K - $2.44K
|
40
$2.24K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
39+ 0.68% |
$2.05K - $2.38K
|
5.82K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
39+ 0.81% |
$2.05K - $2.38K
|
4.86K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.81% |
$2K - $2.31K
|
4.71K
$263K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
38+ 8.43% |
$2K - $2.31K
|
489
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
33+ 21.71% |
$1.74K - $2.01K
|
185
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
33+ 0.79% |
$1.74K - $2.01K
|
4.22K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 10.0% |
$1.68K - $1.95K
|
352
$19.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30+ 1.04% |
$1.58K - $1.83K
|
2.92K
$163K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 1.23% |
$1.53K - $1.77K
|
2.38K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 5.72% |
$1.53K - $1.77K
|
536
$30K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
29New |
$1.53K - $1.77K
|
29
$1.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
29New |
$1.53K - $1.77K
|
29
$1.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 2.87% |
$1.37K - $1.58K
|
931
$52K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 68.57% |
$1.26K - $1.46K
|
59
$3.3K
|