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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$14.8K - $17.2K
|
282
$15K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
276+ 2.28% |
$14.5K - $16.8K
|
12.4K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
271+ 4.28% |
$14.3K - $16.5K
|
6.6K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
263+ 3.83% |
$13.8K - $16K
|
7.13K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
263New |
$13.8K - $16K
|
263
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
262New |
$13.8K - $16K
|
262
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
260+ 100.39% |
$13.7K - $15.8K
|
519
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 6.72% |
$13.6K - $15.7K
|
4.1K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 2.26% |
$13.5K - $15.7K
|
11.6K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
257+ 3.04% |
$13.5K - $15.7K
|
8.7K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
247+ 1.5% |
$13K - $15K
|
16.8K
$891K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
243+ 1.61% |
$12.8K - $14.8K
|
15.3K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
243+ 1.76% |
$12.8K - $14.8K
|
14.1K
$748K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
242+ 1.55% |
$12.7K - $14.7K
|
15.9K
$844K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 6.38% |
$12.6K - $14.6K
|
4K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
240+ 2.84% |
$12.6K - $14.6K
|
8.68K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
237+ 5.81% |
$12.5K - $14.4K
|
4.32K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
228+ 2.38% |
$12K - $13.9K
|
9.82K
$522K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
219+ 1.59% |
$11.5K - $13.3K
|
14K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
217+ 16.86% |
$11.4K - $13.2K
|
1.5K
$80K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
212+ 5.98% |
$11.2K - $12.9K
|
3.76K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.02% |
$10.5K - $12.2K
|
991K
$52.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
198+ 5.38% |
$10.4K - $12.1K
|
3.88K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
189+ 2.02% |
$9.95K - $11.5K
|
9.56K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
184+ 4.53% |
$9.68K - $11.2K
|
4.25K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
175+ 2.25% |
$9.21K - $10.7K
|
7.96K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
168+ 1.6% |
$8.84K - $10.2K
|
10.6K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
164+ 2.92% |
$8.63K - $9.99K
|
5.77K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
153+ 3.21% |
$8.05K - $9.32K
|
4.91K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
152+ 2.68% |
$8K - $9.26K
|
5.83K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
145New |
$7.63K - $8.83K
|
145
$7.71K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
145+ 2.26% |
$7.63K - $8.83K
|
6.57K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
144+ 3.75% |
$7.58K - $8.77K
|
3.98K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
140+ 0.91% |
$7.37K - $8.53K
|
15.5K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
139+ 2.72% |
$7.32K - $8.47K
|
5.24K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
136+ 1.78% |
$7.16K - $8.29K
|
7.78K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
136New |
$7.16K - $8.29K
|
136
$7.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 3.03% |
$6.58K - $7.62K
|
4.25K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
125+ 0.17% |
$6.58K - $7.62K
|
72K
$3.83M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
125+ 3.06% |
$6.58K - $7.62K
|
4.21K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123+ 0.9% |
$6.47K - $7.49K
|
13.8K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
120+ 1.2% |
$6.32K - $7.31K
|
10.1K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
119+ 3.09% |
$6.26K - $7.25K
|
3.96K
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
117+ 10.49% |
$6.16K - $7.13K
|
1.23K
$65.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
116+ 0.63% |
$6.11K - $7.07K
|
18.6K
$991K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
114+ 0.78% |
$6K - $6.94K
|
14.7K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
111+ 3.51% |
$5.84K - $6.76K
|
3.27K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
104+ 2.17% |
$5.47K - $6.34K
|
4.9K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
102+ 0.23% |
$5.37K - $6.21K
|
44.2K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
100+ 26.18% |
$5.26K - $6.09K
|
482
$25.6K
|