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 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-173- 1.96% |
$9.1K - $10.5K
|
8.67K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-173- 3.42% |
$9.1K - $10.5K
|
4.88K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-175- 5.88% |
$9.21K - $10.7K
|
2.8K
$157K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-181- 4.08% |
$9.53K - $11K
|
4.25K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-181- 0.38% |
$9.53K - $11K
|
47.6K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-191- 4.08% |
$10.1K - $11.6K
|
4.49K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 0.89% |
$10.5K - $12.2K
|
22.3K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 12.49% |
$10.5K - $12.2K
|
1.4K
$78.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-200- 2.56% |
$10.5K - $12.2K
|
7.61K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-207- 2.7% |
$10.9K - $12.6K
|
7.47K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-212- 1.12% |
$11.2K - $12.9K
|
18.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-212- 3.97% |
$11.2K - $12.9K
|
5.13K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-225- 58.44% |
$11.8K - $13.7K
|
160
$8.94K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-228- 2.28% |
$12K - $13.9K
|
9.77K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-232- 2.02% |
$12.2K - $14.1K
|
11.3K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-232- 2.82% |
$12.2K - $14.1K
|
7.99K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-233- 2.95% |
$12.3K - $14.2K
|
7.67K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-233- 85.66% |
$12.3K - $14.2K
|
39
$2.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-235- 5.0% |
$12.4K - $14.3K
|
4.47K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-245- 13.22% |
$12.9K - $14.9K
|
1.61K
$89.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-246- 4.14% |
$12.9K - $15K
|
5.69K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-249- 18.64% |
$13.1K - $15.2K
|
1.09K
$60.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-250- 3.98% |
$13.2K - $15.2K
|
6.03K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-250- 3.47% |
$13.2K - $15.2K
|
6.95K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-250- 3.08% |
$13.2K - $15.2K
|
7.86K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-252- 2.31% |
$13.3K - $15.4K
|
10.7K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-260- 4.88% |
$13.7K - $15.8K
|
5.06K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-260- 4.18% |
$13.7K - $15.8K
|
5.95K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-265- 8.49% |
$13.9K - $16.1K
|
2.86K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-270- 1.33% |
$14.2K - $16.4K
|
20.1K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-273- 3.66% |
$14.4K - $16.6K
|
7.19K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-277- 1.14% |
$14.6K - $16.9K
|
24.1K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-288- 1.82% |
$15.2K - $17.5K
|
15.5K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-290- 4.53% |
$15.3K - $17.7K
|
6.11K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-295- 3.34% |
$15.5K - $18K
|
8.55K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-295- 3.75% |
$15.5K - $18K
|
7.57K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-300- 2.56% |
$15.8K - $18.3K
|
11.4K
$637K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-305- 4.4% |
$16.1K - $18.6K
|
6.62K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-313- 2.53% |
$16.5K - $19.1K
|
12K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-313- 3.68% |
$16.5K - $19.1K
|
8.19K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-314- 1.06% |
$16.5K - $19.1K
|
29.4K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-321- 0.86% |
$16.9K - $19.6K
|
37K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-326- 2.07% |
$17.2K - $19.9K
|
15.4K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-355- 62.5% |
$18.7K - $21.6K
|
213
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-358- 1.24% |
$18.8K - $21.8K
|
28.4K
$1.59M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-364- 18.03% |
$19.2K - $22.2K
|
1.66K
$92.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-365- 6.6% |
$19.2K - $22.2K
|
5.16K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-368- 6.14% |
$19.4K - $22.4K
|
5.63K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-369- 53.02% |
$19.4K - $22.5K
|
327
$18.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-377- 7.3% |
$19.8K - $23K
|
4.79K
$268K
|