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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.83K+ 3.28% |
$96K - $111K
|
57.5K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.8K+ 2.79% |
$94.7K - $110K
|
66.3K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.8K+ 17.31% |
$94.7K - $110K
|
12.2K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.78K+ 1.39% |
$93.4K - $108K
|
129K
$7.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.77K+ 12.22% |
$93K - $108K
|
16.2K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75K+ 11.59% |
$92.1K - $107K
|
16.9K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.71K+ 43.09% |
$90.1K - $104K
|
5.69K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7K+ 18.04% |
$89.5K - $104K
|
11.1K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.64K+ 5.92% |
$86.2K - $99.8K
|
29.3K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.63KNew |
$86K - $99.5K
|
1.63K
$91.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.6K+ 10.36% |
$84.2K - $97.4K
|
17K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.6K+ 1.57% |
$84.2K - $97.4K
|
104K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 1.44% |
$78.3K - $90.6K
|
105K
$5.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.49KNew |
$78.3K - $90.6K
|
1.49K
$83.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.46K+ 8.79% |
$76.6K - $88.7K
|
18K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 31.68% |
$76.5K - $88.5K
|
6.04K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 35.65% |
$75.8K - $87.7K
|
5.48K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 12.82% |
$75.3K - $87.1K
|
12.6K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 4.45% |
$74.8K - $86.6K
|
33.4K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.4K+ 20.31% |
$73.8K - $85.4K
|
8.31K
$464K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39K+ 5.06% |
$72.9K - $84.4K
|
28.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 44.06% |
$72.5K - $83.9K
|
4.5K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.36KNew |
$71.3K - $82.5K
|
1.36K
$75.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.34K+ 2.88% |
$70.5K - $81.6K
|
47.9K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 273.77% |
$67.6K - $78.2K
|
1.75K
$98K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28K+ 21.6% |
$67.3K - $77.9K
|
7.2K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.27KNew |
$66.6K - $77.1K
|
1.27K
$70.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.26KNew |
$66.5K - $76.9K
|
1.26K
$70.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 8.44% |
$65.7K - $76.1K
|
16K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.24K+ 24.07% |
$65.3K - $75.6K
|
6.4K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.24K+ 18.34% |
$65K - $75.2K
|
7.97K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.2K+ 11.04% |
$63.4K - $73.3K
|
12.1K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.2KNew |
$63.2K - $73.1K
|
1.2K
$67.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.19K+ 7.11% |
$62.7K - $72.6K
|
18K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 6.26% |
$60.2K - $69.7K
|
19.4K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.14KNew |
$60.1K - $69.6K
|
1.14K
$63.8K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.14K+ 13.0% |
$59.8K - $69.3K
|
9.88K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09KNew |
$57.5K - $66.5K
|
1.09K
$61K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 1.51% |
$57.4K - $66.5K
|
73.3K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.08K+ 4.41% |
$56.8K - $65.7K
|
25.6K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 22.94% |
$55.4K - $64.1K
|
5.64K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 16.73% |
$54K - $62.5K
|
7.16K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 19.14% |
$53.3K - $61.7K
|
6.3K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.91% |
$53.2K - $61.6K
|
112K
$6.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.01K+ 17.02% |
$53K - $61.3K
|
6.92K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 18.62% |
$52.8K - $61.2K
|
6.4K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1K+ 13.56% |
$52.7K - $61K
|
8.39K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1K+ 5.78% |
$52.6K - $60.9K
|
18.3K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
993+ 44.25% |
$52.3K - $60.5K
|
3.24K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
974+ 10.46% |
$51.3K - $59.3K
|
10.3K
$575K
|