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 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-89- 44.06% |
$4.68K - $5.42K
|
113
$6.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-90- 0.68% |
$4.74K - $5.48K
|
13.1K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-96- 1.43% |
$5.05K - $5.85K
|
6.61K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-98- 1.28% |
$5.16K - $5.97K
|
7.57K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-98- 0.29% |
$5.16K - $5.97K
|
33.6K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-105- 1.31% |
$5.53K - $6.4K
|
7.88K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-105- 1.27% |
$5.53K - $6.4K
|
8.13K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-108- 1.82% |
$5.68K - $6.58K
|
5.83K
$317K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-111- 0.1% |
$5.84K - $6.76K
|
108K
$5.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-116- 1.58% |
$6.11K - $7.07K
|
7.25K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-119- 0.35% |
$6.26K - $7.25K
|
33.6K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-120- 2.75% |
$6.32K - $7.31K
|
4.24K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-127- 1.37% |
$6.68K - $7.74K
|
9.14K
$497K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-129- 2.25% |
$6.79K - $7.86K
|
5.6K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-130- 1.17% |
$6.84K - $7.92K
|
11K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-134- 2.24% |
$7.05K - $8.16K
|
5.85K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-140- 1.09% |
$7.37K - $8.53K
|
12.8K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-145- 18.42% |
$7.63K - $8.83K
|
642
$34.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-150- 1.76% |
$7.89K - $9.14K
|
8.39K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 13.64% |
$7.89K - $9.14K
|
950
$51.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 0.94% |
$8.05K - $9.32K
|
16.1K
$874K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-155- 0.6% |
$8.16K - $9.44K
|
25.7K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-160- 8.71% |
$8.42K - $9.75K
|
1.68K
$91.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-173- 1.96% |
$9.1K - $10.5K
|
8.67K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-175- 5.88% |
$9.21K - $10.7K
|
2.8K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-181- 0.38% |
$9.53K - $11K
|
47.6K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-181- 4.08% |
$9.53K - $11K
|
4.25K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-191- 4.08% |
$10.1K - $11.6K
|
4.49K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 12.49% |
$10.5K - $12.2K
|
1.4K
$76.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 0.89% |
$10.5K - $12.2K
|
22.3K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-200- 2.56% |
$10.5K - $12.2K
|
7.61K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-207- 2.7% |
$10.9K - $12.6K
|
7.47K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-212- 1.12% |
$11.2K - $12.9K
|
18.6K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-225- 58.44% |
$11.8K - $13.7K
|
160
$8.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-232- 2.02% |
$12.2K - $14.1K
|
11.3K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-233- 85.66% |
$12.3K - $14.2K
|
39
$2.12K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-233- 2.95% |
$12.3K - $14.2K
|
7.67K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-235- 5.0% |
$12.4K - $14.3K
|
4.47K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-245- 13.22% |
$12.9K - $14.9K
|
1.61K
$87.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-246- 4.14% |
$12.9K - $15K
|
5.69K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-249- 18.64% |
$13.1K - $15.2K
|
1.09K
$59.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-250- 3.47% |
$13.2K - $15.2K
|
6.95K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-250- 3.98% |
$13.2K - $15.2K
|
6.03K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-252- 2.31% |
$13.3K - $15.4K
|
10.7K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-260- 4.88% |
$13.7K - $15.8K
|
5.06K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-260- 4.18% |
$13.7K - $15.8K
|
5.95K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-265- 8.49% |
$13.9K - $16.1K
|
2.86K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-270- 1.33% |
$14.2K - $16.4K
|
20.1K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-273- 3.66% |
$14.4K - $16.6K
|
7.19K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-277- 1.14% |
$14.6K - $16.9K
|
24.1K
$1.31M
|