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 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
19.1KNew |
$1M - $1.16M
|
19.1K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.1K+ 3.32% |
$1M - $1.16M
|
594K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18.7K+ 16.44% |
$985K - $1.14M
|
132K
$7.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.6KNew |
$822K - $952K
|
15.6K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.7K+ 19.48% |
$773K - $895K
|
90.1K
$5.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 2.41% |
$761K - $880K
|
614K
$34.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$735K - $851K
|
14K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
13.8KNew |
$724K - $838K
|
13.8K
$767K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.7K+ 145.21% |
$722K - $836K
|
23.2K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.4KNew |
$706K - $817K
|
13.4K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
12.5KNew |
$657K - $760K
|
12.5K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
12.3KNew |
$649K - $752K
|
12.3K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.2K+ 3.56% |
$591K - $684K
|
327K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.2K+ 6.57% |
$591K - $684K
|
182K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
11.2KNew |
$589K - $682K
|
11.2K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.9K+ 2.05% |
$574K - $665K
|
543K
$30.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
10.3KNew |
$543K - $629K
|
10.3K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.8K+ 5.91% |
$516K - $597K
|
176K
$9.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.79KNew |
$515K - $596K
|
9.79K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
9.35KNew |
$492K - $570K
|
9.35K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.25KNew |
$487K - $564K
|
9.25K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
8.9K+ 7.87% |
$469K - $542K
|
122K
$6.8M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.68KNew |
$457K - $528K
|
8.68K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.65KNew |
$455K - $527K
|
8.65K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.5KNew |
$447K - $518K
|
8.5K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.35K+ 4.59% |
$439K - $509K
|
190K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.26K+ 6503.94% |
$435K - $503K
|
8.39K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.24KNew |
$434K - $502K
|
8.24K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.11K+ 68.27% |
$427K - $494K
|
20K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.01K+ 7.83% |
$422K - $488K
|
110K
$6.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.63K+ 12.2% |
$402K - $465K
|
70.2K
$3.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
7.5K+ 34.09% |
$395K - $457K
|
29.5K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.07K+ 83.84% |
$372K - $431K
|
15.5K
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.8KNew |
$358K - $414K
|
6.8K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.71KNew |
$353K - $409K
|
6.71K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.16KNew |
$324K - $375K
|
6.16K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.09KNew |
$321K - $371K
|
6.09K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93K+ 5.44% |
$312K - $361K
|
115K
$6.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.85K+ 8.52% |
$308K - $357K
|
74.5K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.83K+ 363.98% |
$307K - $355K
|
7.43K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.69K+ 92.13% |
$299K - $346K
|
11.9K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.68KNew |
$299K - $346K
|
5.68K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.45K+ 22.47% |
$287K - $332K
|
29.7K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.44KNew |
$286K - $331K
|
5.44K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.42KNew |
$285K - $330K
|
5.42K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.23KNew |
$275K - $319K
|
5.23K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.1KNew |
$268K - $311K
|
5.1K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5.01KNew |
$264K - $305K
|
5.01K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.94K+ 14.2% |
$260K - $301K
|
39.7K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.88KNew |
$257K - $297K
|
4.88K
$272K
|