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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
8.12KNew |
$427K - $495K
|
8.12K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.11K+ 68.27% |
$427K - $494K
|
20K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.05KNew |
$424K - $490K
|
8.05K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.01K+ 7.83% |
$422K - $488K
|
110K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
8KNew |
$421K - $487K
|
8K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.69K+ 47.8% |
$405K - $468K
|
23.8K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.63K+ 12.2% |
$402K - $465K
|
70.2K
$3.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
7.5K+ 34.09% |
$395K - $457K
|
29.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.4K+ 14.17% |
$390K - $451K
|
59.6K
$3.33M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
7.35KNew |
$387K - $448K
|
7.35K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.07K+ 83.84% |
$372K - $431K
|
15.5K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.04KNew |
$371K - $429K
|
7.04K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.8KNew |
$358K - $414K
|
6.8K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$354K - $409K
|
6.72K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.71KNew |
$353K - $409K
|
6.71K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.65K+ 71.39% |
$350K - $405K
|
16K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.52K+ 21.12% |
$343K - $397K
|
37.4K
$2.09M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
6.42KNew |
$338K - $391K
|
6.42K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.35K+ 17.78% |
$334K - $387K
|
42.1K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.16KNew |
$324K - $375K
|
6.16K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
6.11K+ 33.1% |
$321K - $372K
|
24.6K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.09KNew |
$321K - $371K
|
6.09K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 9.22% |
$318K - $369K
|
71.6K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6K+ 1.31% |
$316K - $366K
|
465K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93K+ 5.44% |
$312K - $361K
|
115K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
5.9KNew |
$311K - $359K
|
5.9K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.85K+ 8.52% |
$308K - $357K
|
74.5K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.83K+ 363.98% |
$307K - $355K
|
7.43K
$415K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.7K+ 164.67% |
$300K - $347K
|
9.16K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.69K+ 92.13% |
$299K - $346K
|
11.9K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.68KNew |
$299K - $346K
|
5.68K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.61K+ 26.36% |
$295K - $342K
|
26.9K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.5K+ 5500.0% |
$289K - $335K
|
5.6K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.48KNew |
$288K - $334K
|
5.48K
$306K
|
|
|
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
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.42KNew |
$285K - $330K
|
5.42K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.23KNew |
$275K - $319K
|
5.23K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.22K+ 37.84% |
$275K - $318K
|
19K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.21KNew |
$274K - $318K
|
5.21K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
5.2K+ 80.0% |
$274K - $317K
|
11.7K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.1KNew |
$268K - $311K
|
5.1K
$285K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.02KNew |
$264K - $306K
|
5.02K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5.01KNew |
$264K - $305K
|
5.01K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.94K+ 14.2% |
$260K - $301K
|
39.7K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.89K+ 7.21% |
$258K - $298K
|
72.7K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.88KNew |
$257K - $297K
|
4.88K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.86K+ 15.61% |
$256K - $296K
|
36K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.85K+ 0.11% |
$255K - $296K
|
4.26M
$238M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.71KNew |
$248K - $287K
|
4.71K
$263K
|