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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-530- 13.01% |
$27.9K - $32.3K
|
3.55K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-538- 0.75% |
$28.3K - $32.8K
|
71K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-543- 5.27% |
$28.6K - $33.1K
|
9.76K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-550- 6.34% |
$28.9K - $33.5K
|
8.13K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-552- 11.22% |
$29.1K - $33.6K
|
4.37K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-560- 1.59% |
$29.5K - $34.1K
|
34.6K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-564- 14.01% |
$29.7K - $34.4K
|
3.46K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-565- 8.64% |
$29.7K - $34.4K
|
5.97K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-565- 4.94% |
$29.7K - $34.4K
|
10.9K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-570- 20.76% |
$30K - $34.7K
|
2.18K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-597- 1.67% |
$31.4K - $36.4K
|
35.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-616- 5.35% |
$32.4K - $37.5K
|
10.9K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-616- 0.93% |
$32.4K - $37.5K
|
65.4K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-629- 44.61% |
$33.1K - $38.3K
|
781
$43.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-630- 6.03% |
$33.2K - $38.4K
|
9.81K
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-645- 5.04% |
$33.9K - $39.3K
|
12.2K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-647- 14.72% |
$34.1K - $39.4K
|
3.75K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-660- 10.99% |
$34.7K - $40.2K
|
5.35K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-680- 8.26% |
$35.8K - $41.4K
|
7.55K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-689- 15.15% |
$36.3K - $42K
|
3.86K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-689- 4.88% |
$36.3K - $42K
|
13.4K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-692- 7.35% |
$36.4K - $42.2K
|
8.72K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-693- 6.34% |
$36.5K - $42.2K
|
10.2K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-700- 11.96% |
$36.8K - $42.6K
|
5.16K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-704- 9.16% |
$37.1K - $42.9K
|
6.98K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-710- 7.36% |
$37.4K - $43.3K
|
8.94K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-721- 5.17% |
$37.9K - $43.9K
|
13.2K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-722- 12.18% |
$38K - $44K
|
5.21K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-738- 1.06% |
$38.8K - $45K
|
68.7K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-742- 1.41% |
$39.1K - $45.2K
|
51.9K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-750- 35.05% |
$39.5K - $45.7K
|
1.39K
$77.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-754- 6.89% |
$39.7K - $45.9K
|
10.2K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-771- 4.27% |
$40.6K - $47K
|
17.3K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-778- 3.75% |
$40.9K - $47.4K
|
20K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-778- 0.7% |
$40.9K - $47.4K
|
111K
$6.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-792- 8.42% |
$41.7K - $48.2K
|
8.62K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-794- 1.36% |
$41.8K - $48.4K
|
57.7K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-797- 15.27% |
$41.9K - $48.6K
|
4.42K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 24.77% |
$42.1K - $48.7K
|
2.43K
$135K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-814- 1.71% |
$42.8K - $49.6K
|
46.8K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-830- 11.49% |
$43.7K - $50.6K
|
6.39K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-836- 3.62% |
$44K - $50.9K
|
22.2K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-882- 16.17% |
$46.4K - $53.7K
|
4.57K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-896- 7.64% |
$47.2K - $54.6K
|
10.8K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-906- 0.5% |
$47.7K - $55.2K
|
182K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-920- 1.5% |
$48.4K - $56K
|
60.5K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-932- 7.18% |
$49.1K - $56.8K
|
12K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-965- 7.81% |
$50.8K - $58.8K
|
11.4K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-976- 3.35% |
$51.4K - $59.5K
|
28.2K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-979- 13.64% |
$51.5K - $59.6K
|
6.2K
$345K
|