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 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
967+ 5.7% |
$50.9K - $58.9K
|
17.9K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
947+ 10.32% |
$49.8K - $57.7K
|
10.1K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
939+ 10.81% |
$49.4K - $57.2K
|
9.62K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
916+ 20.13% |
$48.2K - $55.8K
|
5.47K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
910+ 3.92% |
$47.9K - $55.4K
|
24.1K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
905+ 5.19% |
$47.6K - $55.1K
|
18.3K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
901+ 0.66% |
$47.4K - $54.9K
|
138K
$7.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$47.4K - $54.8K
|
900
$50.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
896New |
$47.2K - $54.6K
|
896
$50.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
893+ 11.69% |
$47K - $54.4K
|
8.53K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
889+ 18.06% |
$46.8K - $54.2K
|
5.81K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
876+ 8.86% |
$46.1K - $53.4K
|
10.8K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
848+ 5.61% |
$44.6K - $51.7K
|
16K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
824+ 1.68% |
$43.4K - $50.2K
|
49.9K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
819+ 33.65% |
$43.1K - $49.9K
|
3.25K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
807+ 7.4% |
$42.5K - $49.2K
|
11.7K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
787+ 2.95% |
$41.4K - $47.9K
|
27.4K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
783+ 2.92% |
$41.2K - $47.7K
|
27.6K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
778+ 0.37% |
$40.9K - $47.4K
|
214K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
774+ 10.88% |
$40.7K - $47.2K
|
7.89K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
770+ 0.91% |
$40.5K - $46.9K
|
85.3K
$4.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
761+ 11.99% |
$40.1K - $46.4K
|
7.11K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
750New |
$39.5K - $45.7K
|
750
$41.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
724+ 1.18% |
$38.1K - $44.1K
|
62.1K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
711+ 1247.37% |
$37.4K - $43.3K
|
768
$42.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
709+ 10.15% |
$37.3K - $43.2K
|
7.69K
$430K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
708+ 2.05% |
$37.3K - $43.1K
|
35.2K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
693New |
$36.5K - $42.2K
|
693
$38.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
665+ 9.09% |
$35K - $40.5K
|
7.98K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
664+ 7.24% |
$34.9K - $40.5K
|
9.83K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
655+ 5.68% |
$34.5K - $39.9K
|
12.2K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
649+ 3.9% |
$34.2K - $39.5K
|
17.3K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
641+ 58.22% |
$33.7K - $39K
|
1.74K
$97.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
637+ 16.95% |
$33.5K - $38.8K
|
4.4K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
628+ 16.21% |
$33.1K - $38.3K
|
4.5K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
621+ 2.13% |
$32.7K - $37.8K
|
29.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
614+ 0.6% |
$32.3K - $37.4K
|
102K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
601+ 3.6% |
$31.6K - $36.6K
|
17.3K
$966K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
600New |
$31.6K - $36.6K
|
600
$33.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
597+ 8.06% |
$31.4K - $36.4K
|
8.01K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
594+ 3.73% |
$31.3K - $36.2K
|
16.5K
$922K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
590+ 3.88% |
$31.1K - $35.9K
|
15.8K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
579+ 13.43% |
$30.5K - $35.3K
|
4.89K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
575+ 8.93% |
$30.3K - $35K
|
7.01K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
572+ 3.28% |
$30.1K - $34.8K
|
18K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
569+ 13.05% |
$29.9K - $34.7K
|
4.93K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
563+ 5.9% |
$29.6K - $34.3K
|
10.1K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
563+ 77.76% |
$29.6K - $34.3K
|
1.29K
$71.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
560+ 14.7% |
$29.5K - $34.1K
|
4.37K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
558+ 279.0% |
$29.4K - $34K
|
758
$42.4K
|