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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.44K- 8.16% |
$75.5K - $87.4K
|
16.2K
$900K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 15.18% |
$76.8K - $88.9K
|
8.16K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 4.35% |
$80.1K - $92.7K
|
33.5K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.56K- 19.47% |
$81.8K - $94.7K
|
6.43K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.56K- 5.46% |
$81.8K - $94.7K
|
26.9K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.56K- 97.87% |
$82.1K - $95K
|
34
$1.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 13.16% |
$84.1K - $97.3K
|
10.5K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.64K- 18.24% |
$86.3K - $99.8K
|
7.35K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.64K- 5.81% |
$86.4K - $100K
|
26.6K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 0.82% |
$86.7K - $100K
|
199K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 10.97% |
$86.8K - $100K
|
13.4K
$746K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.7K- 2.93% |
$89.3K - $103K
|
56.2K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 4.94% |
$92K - $107K
|
33.6K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 3.94% |
$94.8K - $110K
|
43.9K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.86K- 14.26% |
$97.7K - $113K
|
11.2K
$622K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.91K- 30.99% |
$101K - $116K
|
4.25K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.99K- 15.17% |
$104K - $121K
|
11.1K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2K- 4.24% |
$105K - $122K
|
45.2K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.05K- 5.92% |
$108K - $125K
|
32.6K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.05K- 11.65% |
$108K - $125K
|
15.6K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 8.3% |
$112K - $130K
|
23.6K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.16K- 14.46% |
$114K - $132K
|
12.8K
$713K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.22K- 5.2% |
$117K - $135K
|
40.4K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.26K- 35.98% |
$119K - $138K
|
4.02K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.28K- 60.44% |
$120K - $139K
|
1.49K
$83K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.41K- 27.5% |
$127K - $147K
|
6.36K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.44K- 2.05% |
$128K - $149K
|
116K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.44K- 6.76% |
$128K - $149K
|
33.7K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.46K- 15.97% |
$130K - $150K
|
13K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.52K- 5.09% |
$133K - $154K
|
47.1K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.6K- 2.26% |
$137K - $158K
|
112K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 32.36% |
$137K - $159K
|
5.45K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.62K- 14.39% |
$138K - $160K
|
15.6K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.64K- 6.32% |
$139K - $161K
|
39.1K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.66K- 10.73% |
$140K - $162K
|
22.1K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.68K- 2.59% |
$141K - $163K
|
101K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 45.47% |
$143K - $166K
|
3.26K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.76K- 6.38% |
$145K - $168K
|
40.5K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.8K- 35.72% |
$148K - $171K
|
5.05K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.92K- 0.98% |
$154K - $178K
|
294K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.01K- 1.53% |
$158K - $183K
|
193K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.03K- 80.16% |
$160K - $185K
|
751
$41.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.13K- 7.29% |
$165K - $191K
|
39.8K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.13K- 99.97% |
$165K - $191K
|
1
$55.7
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.14K- 6.56% |
$165K - $191K
|
44.8K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 8.54% |
$178K - $206K
|
36.1K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.48K- 25.92% |
$183K - $212K
|
9.94K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.5K- 6.12% |
$184K - $213K
|
53.6K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.64K- 8.71% |
$192K - $222K
|
38.1K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.74K- 19.83% |
$197K - $228K
|
15.1K
$841K
|