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 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.19K- 20.53% |
$62.7K - $72.6K
|
4.61K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.22K- 2.88% |
$64.4K - $74.6K
|
41.3K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.25K- 17.27% |
$65.6K - $76K
|
5.98K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 12.64% |
$65.8K - $76.2K
|
8.64K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.25K- 2.7% |
$65.9K - $76.3K
|
45.1K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.27K- 80.32% |
$66.6K - $77.1K
|
310
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.28K- 25.36% |
$67.1K - $77.7K
|
3.75K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.29K- 11.39% |
$68.1K - $78.8K
|
10.1K
$562K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.74% |
$68.5K - $79.3K
|
73.4K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 0.47% |
$68.5K - $79.3K
|
274K
$15.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.31K- 19.74% |
$68.8K - $79.7K
|
5.32K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.31K- 7.86% |
$68.9K - $79.7K
|
15.3K
$857K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.32K- 14.53% |
$69.3K - $80.2K
|
7.75K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.33K- 1.41% |
$69.9K - $80.9K
|
93.1K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.33K- 31.75% |
$70.1K - $81.1K
|
2.86K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.37K- 7.23% |
$72.2K - $83.6K
|
17.6K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.4K- 27.14% |
$73.7K - $85.3K
|
3.76K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.4K- 11.13% |
$73.8K - $85.5K
|
11.2K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.43K- 5.51% |
$75.5K - $87.4K
|
24.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.44K- 8.16% |
$75.5K - $87.4K
|
16.2K
$903K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 15.18% |
$76.8K - $88.9K
|
8.16K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.49KClosed |
$78.3K - $90.6K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 4.35% |
$80.1K - $92.7K
|
33.5K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.56K- 19.47% |
$81.8K - $94.7K
|
6.43K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.56K- 5.46% |
$81.8K - $94.7K
|
26.9K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.56K- 97.87% |
$82.1K - $95K
|
34
$1.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 13.16% |
$84.1K - $97.3K
|
10.5K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.64K- 18.24% |
$86.3K - $99.8K
|
7.35K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.64K- 11.56% |
$86.4K - $100K
|
12.6K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.64K- 5.81% |
$86.4K - $100K
|
26.6K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 0.82% |
$86.7K - $100K
|
199K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 10.97% |
$86.8K - $100K
|
13.4K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.7K- 2.93% |
$89.3K - $103K
|
56.2K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 4.94% |
$92K - $107K
|
33.6K
$1.88M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.76K- 4.42% |
$92.7K - $107K
|
38.1K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.8K- 2.99% |
$94.6K - $110K
|
58.3K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 3.94% |
$94.8K - $110K
|
43.9K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.86K- 14.26% |
$97.7K - $113K
|
11.2K
$624K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.91K- 30.99% |
$101K - $116K
|
4.25K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.98K- 14.27% |
$104K - $120K
|
11.9K
$664K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.99K- 15.17% |
$104K - $121K
|
11.1K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2K- 4.24% |
$105K - $122K
|
45.2K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.05K- 5.92% |
$108K - $125K
|
32.6K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.05K- 11.65% |
$108K - $125K
|
15.6K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 8.3% |
$112K - $130K
|
23.6K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.16K- 14.46% |
$114K - $132K
|
12.8K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.22K- 5.2% |
$117K - $135K
|
40.4K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.26K- 35.98% |
$119K - $138K
|
4.02K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.28K- 60.44% |
$120K - $139K
|
1.49K
$83.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.36K- 2.44% |
$124K - $144K
|
94.3K
$5.27M
|