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 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1New |
$52.6 - $60.9
|
1
$56.7
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$52.6 - $60.9
|
1
$56.7
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$52.6 - $60.9
|
1.33M
$75.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.07% |
$105 - $122
|
2.77K
$157K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 1.18% |
$158 - $183
|
251
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 1.39% |
$158 - $183
|
213
$12.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.1% |
$316 - $366
|
5.74K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 1.72% |
$368 - $426
|
401
$22.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-8- 0.1% |
$421 - $487
|
7.7K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 1.12% |
$421 - $487
|
705
$40K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-9- 0.06% |
$474 - $548
|
15.7K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.31% |
$526 - $609
|
3.17K
$179K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-10- 0.24% |
$526 - $609
|
4.19K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.12% |
$526 - $609
|
8.56K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-12- 0.42% |
$632 - $731
|
2.87K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12- 0.08% |
$632 - $731
|
15.7K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.29% |
$842 - $975
|
5.54K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 7.51% |
$842 - $975
|
197
$11.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18- 0.15% |
$947 - $1.1K
|
12.1K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18- 0.19% |
$947 - $1.1K
|
9.63K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.15% |
$1.05K - $1.22K
|
13.4K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-22- 62.86% |
$1.16K - $1.34K
|
13
$737
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 5.79% |
$1.16K - $1.34K
|
358
$20.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 1.24% |
$1.21K - $1.4K
|
1.83K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.26K - $1.46K
|
1.04K
$58.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-26- 2.28% |
$1.37K - $1.58K
|
1.11K
$63.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 2.56% |
$1.63K - $1.89K
|
1.18K
$66.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-31- 0.67% |
$1.63K - $1.89K
|
4.63K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 0.57% |
$1.68K - $1.95K
|
5.56K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32- 0.41% |
$1.68K - $1.95K
|
7.82K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-32- 1.02% |
$1.68K - $1.95K
|
3.11K
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.17% |
$1.74K - $2.01K
|
19.6K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-36- 3.55% |
$1.89K - $2.19K
|
979
$55.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-36- 0.93% |
$1.89K - $2.19K
|
3.84K
$217K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-40- 0.65% |
$2.11K - $2.44K
|
6.09K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-40- 0.47% |
$2.11K - $2.44K
|
8.43K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-41- 0.7% |
$2.16K - $2.5K
|
5.83K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-42- 0.18% |
$2.21K - $2.56K
|
23.3K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-47- 7.44% |
$2.47K - $2.86K
|
585
$33.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 4.32% |
$2.53K - $2.92K
|
1.06K
$60.3K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-49- 0.29% |
$2.58K - $2.99K
|
16.8K
$953K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-49- 0.91% |
$2.58K - $2.99K
|
5.34K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-50- 52.08% |
$2.63K - $3.05K
|
46
$2.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 4.6% |
$2.63K - $3.05K
|
1.04K
$58.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 2.54% |
$2.74K - $3.17K
|
1.99K
$113K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-53- 14.6% |
$2.79K - $3.23K
|
310
$17.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 1.33% |
$2.95K - $3.41K
|
4.16K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-57- 1.05% |
$3K - $3.47K
|
5.35K
$303K
|