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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-288- 1.82% |
$15.2K - $17.5K
|
15.5K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-290- 4.53% |
$15.3K - $17.7K
|
6.11K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-300- 2.56% |
$15.8K - $18.3K
|
11.4K
$620K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-305- 4.4% |
$16.1K - $18.6K
|
6.62K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-314- 1.06% |
$16.5K - $19.1K
|
29.4K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-326- 2.07% |
$17.2K - $19.9K
|
15.4K
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-358- 1.24% |
$18.8K - $21.8K
|
28.4K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-369- 53.02% |
$19.4K - $22.5K
|
327
$17.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-377- 7.3% |
$19.8K - $23K
|
4.79K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-380- 3.08% |
$20K - $23.1K
|
12K
$651K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-386- 7.11% |
$20.3K - $23.5K
|
5.04K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-397- 5.49% |
$20.9K - $24.2K
|
6.84K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-403- 3.04% |
$21.2K - $24.6K
|
12.9K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-406- 0.25% |
$21.4K - $24.7K
|
164K
$8.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-410- 8.72% |
$21.6K - $25K
|
4.29K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-418- 0.81% |
$22K - $25.5K
|
51.4K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-419- 1.23% |
$22.1K - $25.5K
|
33.6K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-425- 3.53% |
$22.4K - $25.9K
|
11.6K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-429- 64.9% |
$22.6K - $26.1K
|
232
$12.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-483- 2.35% |
$25.4K - $29.4K
|
20.1K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-484- 9.09% |
$25.5K - $29.5K
|
4.84K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 3.41% |
$25.9K - $30K
|
13.9K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 9.91% |
$26.3K - $30.5K
|
4.55K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 11.3% |
$26.3K - $30.5K
|
3.93K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 9.26% |
$26.8K - $31K
|
4.99K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-512- 3.3% |
$26.9K - $31.2K
|
15K
$816K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-514- 0.21% |
$27.1K - $31.3K
|
240K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-526- 7.6% |
$27.7K - $32K
|
6.39K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-530- 13.01% |
$27.9K - $32.3K
|
3.55K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-538- 0.75% |
$28.3K - $32.8K
|
71K
$3.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-543- 5.27% |
$28.6K - $33.1K
|
9.76K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-564- 14.01% |
$29.7K - $34.4K
|
3.46K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-565- 8.64% |
$29.7K - $34.4K
|
5.97K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-565- 4.94% |
$29.7K - $34.4K
|
10.9K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-570- 20.76% |
$30K - $34.7K
|
2.18K
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-616- 0.93% |
$32.4K - $37.5K
|
65.4K
$3.56M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-616- 5.35% |
$32.4K - $37.5K
|
10.9K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-629- 44.61% |
$33.1K - $38.3K
|
781
$42.5K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-647- 14.72% |
$34.1K - $39.4K
|
3.75K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-660- 10.99% |
$34.7K - $40.2K
|
5.35K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-689- 15.15% |
$36.3K - $42K
|
3.86K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-693- 6.34% |
$36.5K - $42.2K
|
10.2K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-700- 11.96% |
$36.8K - $42.6K
|
5.16K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-710- 7.36% |
$37.4K - $43.3K
|
8.94K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-721- 5.17% |
$37.9K - $43.9K
|
13.2K
$719K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-742- 1.41% |
$39.1K - $45.2K
|
51.9K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-754- 6.89% |
$39.7K - $45.9K
|
10.2K
$554K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-771- 4.27% |
$40.6K - $47K
|
17.3K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-778- 0.7% |
$40.9K - $47.4K
|
111K
$6.01M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-778- 3.75% |
$40.9K - $47.4K
|
20K
$1.09M
|