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 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
901+ 0.66% |
$47.4K - $54.9K
|
138K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$47.4K - $54.8K
|
900
$48.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
893+ 11.69% |
$47K - $54.4K
|
8.53K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
889+ 18.06% |
$46.8K - $54.2K
|
5.81K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
848+ 5.61% |
$44.6K - $51.7K
|
16K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
824+ 1.68% |
$43.4K - $50.2K
|
49.9K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
807+ 7.4% |
$42.5K - $49.2K
|
11.7K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
787+ 2.95% |
$41.4K - $47.9K
|
27.4K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
770+ 0.91% |
$40.5K - $46.9K
|
85.3K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
724+ 1.18% |
$38.1K - $44.1K
|
62.1K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
711+ 1247.37% |
$37.4K - $43.3K
|
768
$41.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
709+ 10.15% |
$37.3K - $43.2K
|
7.69K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
708+ 2.05% |
$37.3K - $43.1K
|
35.2K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
655+ 5.68% |
$34.5K - $39.9K
|
12.2K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
649+ 3.9% |
$34.2K - $39.5K
|
17.3K
$939K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
641+ 58.22% |
$33.7K - $39K
|
1.74K
$94.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
637+ 16.95% |
$33.5K - $38.8K
|
4.4K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
628+ 16.21% |
$33.1K - $38.3K
|
4.5K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
621+ 2.13% |
$32.7K - $37.8K
|
29.8K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
600New |
$31.6K - $36.6K
|
600
$32.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
597+ 8.06% |
$31.4K - $36.4K
|
8.01K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
594+ 3.73% |
$31.3K - $36.2K
|
16.5K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
590+ 3.88% |
$31.1K - $35.9K
|
15.8K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
579+ 13.43% |
$30.5K - $35.3K
|
4.89K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
575+ 8.93% |
$30.3K - $35K
|
7.01K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
572+ 3.28% |
$30.1K - $34.8K
|
18K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
569+ 13.05% |
$29.9K - $34.7K
|
4.93K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
563+ 5.9% |
$29.6K - $34.3K
|
10.1K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
560+ 14.7% |
$29.5K - $34.1K
|
4.37K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
558+ 279.0% |
$29.4K - $34K
|
758
$41.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
533+ 0.74% |
$28.1K - $32.5K
|
72.2K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
525+ 2.48% |
$27.6K - $32K
|
21.7K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
516+ 5.66% |
$27.2K - $31.4K
|
9.64K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
515+ 4.21% |
$27.1K - $31.4K
|
12.7K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500New |
$26.3K - $30.5K
|
500
$27.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 8.74% |
$26.3K - $30.5K
|
6.22K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
475New |
$25K - $28.9K
|
475
$25.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
461+ 8.02% |
$24.3K - $28.1K
|
6.21K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
457+ 6.7% |
$24.1K - $27.8K
|
7.28K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
452+ 11.76% |
$23.8K - $27.5K
|
4.3K
$234K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
432+ 7.69% |
$22.7K - $26.3K
|
6.05K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
417+ 0.25% |
$21.9K - $25.4K
|
170K
$9.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
417+ 4.21% |
$21.9K - $25.4K
|
10.3K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
410+ 4.56% |
$21.6K - $25K
|
9.41K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
404+ 4.28% |
$21.3K - $24.6K
|
9.84K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
404+ 7.4% |
$21.3K - $24.6K
|
5.87K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
400New |
$21.1K - $24.4K
|
400
$21.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
393+ 4.21% |
$20.7K - $23.9K
|
9.72K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
375+ 7.57% |
$19.7K - $22.8K
|
5.33K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
373New |
$19.6K - $22.7K
|
373
$20.3K
|