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 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.59K- 53.71% |
$294K - $341K
|
4.82K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.88K- 1.89% |
$309K - $358K
|
305K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.88K- 19.15% |
$310K - $358K
|
24.8K
$1.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.9K- 59.0% |
$311K - $359K
|
4.1K
$228K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6.06K- 31.9% |
$319K - $369K
|
12.9K
$721K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-6.17K- 0.39% |
$325K - $376K
|
1.59M
$88.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.2K- 4.52% |
$326K - $377K
|
131K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 9.1% |
$333K - $385K
|
63.1K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.54K- 9.43% |
$344K - $398K
|
62.8K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.63K- 1.23% |
$349K - $404K
|
533K
$29.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.76K- 64.5% |
$356K - $412K
|
3.72K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.9K- 19.26% |
$363K - $420K
|
28.9K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.04K- 1.35% |
$370K - $429K
|
513K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.15K- 31.37% |
$376K - $435K
|
15.6K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.35K- 3.04% |
$387K - $448K
|
234K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 6.23% |
$387K - $448K
|
111K
$6.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.44K- 43.94% |
$392K - $453K
|
9.5K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.13K- 28.24% |
$428K - $495K
|
20.7K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.17K- 8.36% |
$430K - $498K
|
89.5K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.28K- 98.18% |
$436K - $504K
|
153
$8.52K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.47K- 65.41% |
$446K - $516K
|
4.48K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.64K- 1.41% |
$455K - $526K
|
602K
$33.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.89K- 1.96% |
$468K - $541K
|
445K
$24.8M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.62K- 25.85% |
$506K - $586K
|
27.6K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 18.57% |
$541K - $626K
|
45.1K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.3K- 93.38% |
$543K - $628K
|
731
$40.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-10.6K- 61.33% |
$557K - $645K
|
6.68K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-11.8K- 3.49% |
$621K - $719K
|
326K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12K- 68.21% |
$633K - $733K
|
5.61K
$313K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-12.3K- 95.05% |
$647K - $749K
|
640
$35.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.3K- 28.64% |
$698K - $808K
|
33.1K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.9K- 43.86% |
$732K - $847K
|
17.8K
$991K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-14.2K- 9.97% |
$750K - $868K
|
129K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-14.7K- 7.62% |
$775K - $897K
|
179K
$9.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.1K- 1.06% |
$794K - $919K
|
1.41M
$78.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-15.8K- 41.53% |
$832K - $963K
|
22.2K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-16.2K- 1.28% |
$853K - $987K
|
1.24M
$69.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-17.4K- 1.2% |
$914K - $1.06M
|
1.43M
$79.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17.5K- 32.26% |
$923K - $1.07M
|
36.8K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-19.8K- 1.68% |
$1.04M - $1.21M
|
1.16M
$64.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20K- 44.72% |
$1.06M - $1.22M
|
24.8K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-21K- 36.54% |
$1.1M - $1.28M
|
36.4K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-21K- 41.97% |
$1.11M - $1.28M
|
29.1K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.5K- 8.51% |
$1.18M - $1.37M
|
242K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.8K- 14.8% |
$1.2M - $1.39M
|
131K
$7.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23K- 73.85% |
$1.21M - $1.4M
|
8.16K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.3K- 5.22% |
$1.28M - $1.48M
|
441K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-29.7K- 5.66% |
$1.56M - $1.81M
|
495K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-31.8K- 7.3% |
$1.68M - $1.94M
|
404K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-33.8K- 4.85% |
$1.78M - $2.06M
|
662K
$36.9M
|