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 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.45K+ 30.25% |
$129K - $149K
|
10.6K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.38KNew |
$125K - $145K
|
2.38K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.37K+ 57.54% |
$125K - $145K
|
6.5K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 59.18% |
$121K - $140K
|
6.18K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.23K+ 11.71% |
$117K - $136K
|
21.2K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.21K+ 17.74% |
$116K - $134K
|
14.6K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 21.66% |
$114K - $133K
|
12.2K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.16K+ 22.38% |
$114K - $131K
|
11.8K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.06K+ 7.02% |
$108K - $126K
|
31.4K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 0.81% |
$108K - $125K
|
255K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.03K+ 17.33% |
$107K - $124K
|
13.8K
$749K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2K+ 40.0% |
$105K - $122K
|
7K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.99K+ 9.76% |
$105K - $121K
|
22.4K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.97K+ 50.51% |
$104K - $120K
|
5.86K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.93K+ 35.76% |
$102K - $118K
|
7.33K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.92K+ 19.05% |
$101K - $117K
|
12K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.84KNew |
$96.8K - $112K
|
1.84K
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.83K+ 3.28% |
$96K - $111K
|
57.5K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.8K+ 2.79% |
$94.7K - $110K
|
66.3K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.78K+ 1.39% |
$93.4K - $108K
|
129K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.77K+ 12.22% |
$93K - $108K
|
16.2K
$882K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75K+ 11.59% |
$92.1K - $107K
|
16.9K
$916K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7K+ 18.04% |
$89.5K - $104K
|
11.1K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.63KNew |
$86K - $99.5K
|
1.63K
$88.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.6K+ 10.36% |
$84.2K - $97.4K
|
17K
$927K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.46K+ 8.79% |
$76.6K - $88.7K
|
18K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 35.65% |
$75.8K - $87.7K
|
5.48K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 4.45% |
$74.8K - $86.6K
|
33.4K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.4K+ 20.31% |
$73.8K - $85.4K
|
8.31K
$452K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39K+ 5.06% |
$72.9K - $84.4K
|
28.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 273.77% |
$67.6K - $78.2K
|
1.75K
$95.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28K+ 21.6% |
$67.3K - $77.9K
|
7.2K
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 8.44% |
$65.7K - $76.1K
|
16K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.24K+ 24.07% |
$65.3K - $75.6K
|
6.4K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.24K+ 18.34% |
$65K - $75.2K
|
7.97K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.2K+ 11.04% |
$63.4K - $73.3K
|
12.1K
$659K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09KNew |
$57.5K - $66.5K
|
1.09K
$59.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 1.51% |
$57.4K - $66.5K
|
73.3K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.08K+ 4.41% |
$56.8K - $65.7K
|
25.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 16.73% |
$54K - $62.5K
|
7.16K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 19.14% |
$53.3K - $61.7K
|
6.3K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.91% |
$53.2K - $61.6K
|
112K
$6.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.01K+ 17.02% |
$53K - $61.3K
|
6.92K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1K+ 5.78% |
$52.6K - $60.9K
|
18.3K
$996K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
993+ 44.25% |
$52.3K - $60.5K
|
3.24K
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
974+ 10.46% |
$51.3K - $59.3K
|
10.3K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
947+ 10.32% |
$49.8K - $57.7K
|
10.1K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
939+ 10.81% |
$49.4K - $57.2K
|
9.62K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
910+ 3.92% |
$47.9K - $55.4K
|
24.1K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
905+ 5.19% |
$47.6K - $55.1K
|
18.3K
$997K
|