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
|
Cx Institutional
|
BUY
|
- |
372+ 7.8% |
$19.6K - $22.7K
|
5.14K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
365+ 3.2% |
$19.2K - $22.2K
|
11.8K
$640K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
359+ 2.88% |
$18.9K - $21.9K
|
12.8K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
349+ 2.16% |
$18.4K - $21.3K
|
16.5K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
337+ 7.43% |
$17.7K - $20.5K
|
4.88K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
329New |
$17.3K - $20K
|
329
$17.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
319+ 3.26% |
$16.8K - $19.4K
|
10.1K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
314New |
$16.5K - $19.1K
|
314
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
305+ 3.07% |
$16.1K - $18.6K
|
10.2K
$556K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
303+ 2.21% |
$15.9K - $18.5K
|
14K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 175.44% |
$15.8K - $18.3K
|
471
$25.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
299+ 11.67% |
$15.7K - $18.2K
|
2.86K
$156K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
294+ 2.57% |
$15.5K - $17.9K
|
11.7K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$14.8K - $17.2K
|
282
$15.3K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
276+ 2.28% |
$14.5K - $16.8K
|
12.4K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
271+ 4.28% |
$14.3K - $16.5K
|
6.6K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
263+ 3.83% |
$13.8K - $16K
|
7.13K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 6.72% |
$13.6K - $15.7K
|
4.1K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
257+ 3.04% |
$13.5K - $15.7K
|
8.7K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 2.26% |
$13.5K - $15.7K
|
11.6K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
243+ 1.76% |
$12.8K - $14.8K
|
14.1K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
243+ 1.61% |
$12.8K - $14.8K
|
15.3K
$833K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 6.38% |
$12.6K - $14.6K
|
4K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
237+ 5.81% |
$12.5K - $14.4K
|
4.32K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
219+ 1.59% |
$11.5K - $13.3K
|
14K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.02% |
$10.5K - $12.2K
|
991K
$53.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
184+ 4.53% |
$9.68K - $11.2K
|
4.25K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
175+ 2.25% |
$9.21K - $10.7K
|
7.96K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
152+ 2.68% |
$8K - $9.26K
|
5.83K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
145+ 2.26% |
$7.63K - $8.83K
|
6.57K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
145New |
$7.63K - $8.83K
|
145
$7.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
144+ 3.75% |
$7.58K - $8.77K
|
3.98K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
136+ 1.78% |
$7.16K - $8.29K
|
7.78K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
125+ 0.17% |
$6.58K - $7.62K
|
72K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 3.03% |
$6.58K - $7.62K
|
4.25K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
120+ 1.2% |
$6.32K - $7.31K
|
10.1K
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
117+ 10.49% |
$6.16K - $7.13K
|
1.23K
$67K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
116+ 0.63% |
$6.11K - $7.07K
|
18.6K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
104+ 2.17% |
$5.47K - $6.34K
|
4.9K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
100+ 26.18% |
$5.26K - $6.09K
|
482
$26.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
97+ 0.9% |
$5.11K - $5.91K
|
10.9K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
88+ 0.31% |
$4.63K - $5.36K
|
28.6K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
86+ 0.55% |
$4.53K - $5.24K
|
15.8K
$862K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
86+ 1.1% |
$4.53K - $5.24K
|
7.89K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
84+ 2.94% |
$4.42K - $5.12K
|
2.94K
$160K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 2.81% |
$4.21K - $4.87K
|
2.93K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
67+ 0.59% |
$3.53K - $4.08K
|
11.4K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67+ 3350.0% |
$3.53K - $4.08K
|
69
$3.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 196.97% |
$3.42K - $3.96K
|
98
$5.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
60+ 0.17% |
$3.16K - $3.66K
|
35.8K
$1.95M
|