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 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-418- 0.81% |
$22K - $25.5K
|
51.4K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-419- 1.23% |
$22.1K - $25.5K
|
33.6K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-425- 3.53% |
$22.4K - $25.9K
|
11.6K
$635K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-429- 64.9% |
$22.6K - $26.1K
|
232
$12.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-483- 2.35% |
$25.4K - $29.4K
|
20.1K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-484- 9.09% |
$25.5K - $29.5K
|
4.84K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 3.41% |
$25.9K - $30K
|
13.9K
$761K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 11.3% |
$26.3K - $30.5K
|
3.93K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 9.91% |
$26.3K - $30.5K
|
4.55K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 9.26% |
$26.8K - $31K
|
4.99K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-512- 3.3% |
$26.9K - $31.2K
|
15K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-514- 0.21% |
$27.1K - $31.3K
|
240K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-526- 7.6% |
$27.7K - $32K
|
6.39K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-530- 13.01% |
$27.9K - $32.3K
|
3.55K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-538- 0.75% |
$28.3K - $32.8K
|
71K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-543- 5.27% |
$28.6K - $33.1K
|
9.76K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-552- 11.22% |
$29.1K - $33.6K
|
4.37K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-564- 14.01% |
$29.7K - $34.4K
|
3.46K
$189K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-565- 8.64% |
$29.7K - $34.4K
|
5.97K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-565- 4.94% |
$29.7K - $34.4K
|
10.9K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-570- 20.76% |
$30K - $34.7K
|
2.18K
$119K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-616- 5.35% |
$32.4K - $37.5K
|
10.9K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-616- 0.93% |
$32.4K - $37.5K
|
65.4K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-629- 44.61% |
$33.1K - $38.3K
|
781
$42.7K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-647- 14.72% |
$34.1K - $39.4K
|
3.75K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-660- 10.99% |
$34.7K - $40.2K
|
5.35K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-689- 15.15% |
$36.3K - $42K
|
3.86K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-693- 6.34% |
$36.5K - $42.2K
|
10.2K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-700- 11.96% |
$36.8K - $42.6K
|
5.16K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-710- 7.36% |
$37.4K - $43.3K
|
8.94K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-721- 5.17% |
$37.9K - $43.9K
|
13.2K
$722K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-742- 1.41% |
$39.1K - $45.2K
|
51.9K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-754- 6.89% |
$39.7K - $45.9K
|
10.2K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-771- 4.27% |
$40.6K - $47K
|
17.3K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-778- 0.7% |
$40.9K - $47.4K
|
111K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-778- 3.75% |
$40.9K - $47.4K
|
20K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-794- 1.36% |
$41.8K - $48.4K
|
57.7K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-797- 15.27% |
$41.9K - $48.6K
|
4.42K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 24.77% |
$42.1K - $48.7K
|
2.43K
$133K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-814- 1.71% |
$42.8K - $49.6K
|
46.8K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-830- 11.49% |
$43.7K - $50.6K
|
6.39K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-882- 16.17% |
$46.4K - $53.7K
|
4.57K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-896- 7.64% |
$47.2K - $54.6K
|
10.8K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-906- 0.5% |
$47.7K - $55.2K
|
182K
$9.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-932- 7.18% |
$49.1K - $56.8K
|
12K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-965- 7.81% |
$50.8K - $58.8K
|
11.4K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-976- 3.35% |
$51.4K - $59.5K
|
28.2K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-979- 13.64% |
$51.5K - $59.6K
|
6.2K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-985- 5.45% |
$51.8K - $60K
|
17.1K
$933K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.44% |
$52.6K - $60.9K
|
40K
$2.18M
|