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 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
23+ 0.14% |
$1.21K - $1.4K
|
16K
$895K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23+ 1.26% |
$1.21K - $1.4K
|
1.85K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
22New |
$1.16K - $1.34K
|
22
$1.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 8.37% |
$947 - $1.1K
|
233
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
18+ 0.91% |
$947 - $1.1K
|
1.99K
$111K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
18New |
$947 - $1.1K
|
18
$1.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17+ 2.9% |
$895 - $1.04K
|
604
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 1.22% |
$842 - $975
|
1.33K
$74K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 50.0% |
$789 - $914
|
45
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
15+ 0.05% |
$789 - $914
|
29.1K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14+ 15.05% |
$737 - $853
|
107
$5.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
14+ 50.0% |
$737 - $853
|
42
$2.35K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14New |
$737 - $853
|
14
$782
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$684 - $792
|
5.97K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 0.02% |
$632 - $731
|
57.4K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12+ 1.16% |
$632 - $731
|
1.05K
$58.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.19% |
$579 - $670
|
937
$52.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 8.4% |
$579 - $670
|
142
$7.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.23% |
$579 - $670
|
4.72K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11+ 0.88% |
$579 - $670
|
1.26K
$70.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.92% |
$526 - $609
|
1.1K
$61.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.2% |
$526 - $609
|
5.01K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$526 - $609
|
5.26K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9New |
$474 - $548
|
9
$503
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$474 - $548
|
9
$503
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$474 - $548
|
9
$503
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.28% |
$421 - $487
|
634
$35.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8+ 0.14% |
$421 - $487
|
5.57K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
8New |
$421 - $487
|
8
$447
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$421 - $487
|
8
$447
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.49% |
$368 - $426
|
1.43K
$79.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 3.93% |
$368 - $426
|
185
$10.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5+ 0.02% |
$263 - $305
|
30.6K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 1.47% |
$211 - $244
|
276
$15.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.03% |
$211 - $244
|
13.4K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.08% |
$211 - $244
|
4.95K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.05% |
$211 - $244
|
7.83K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3+ 0.02% |
$158 - $183
|
14.6K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.88% |
$158 - $183
|
344
$19.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.07% |
$158 - $183
|
4.44K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$158 - $183
|
3.96K
$221K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$158 - $183
|
3
$168
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.94% |
$105 - $122
|
215
$12K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.04% |
$105 - $122
|
5.19K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.09% |
$105 - $122
|
2.28K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.01% |
$105 - $122
|
14.9K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$105 - $122
|
563
$31.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.94% |
$105 - $122
|
215
$12K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.12% |
$52.6 - $60.9
|
90
$5.03K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
1+ 0.01% |
$52.6 - $60.9
|
13.1K
$734K
|