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 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.88K- 19.15% |
$310K - $358K
|
24.8K
$1.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.9K- 59.0% |
$311K - $359K
|
4.1K
$224K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6.06K- 31.9% |
$319K - $369K
|
12.9K
$707K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.2K- 4.52% |
$326K - $377K
|
131K
$7.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.54K- 9.43% |
$344K - $398K
|
62.8K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.63K- 1.23% |
$349K - $404K
|
533K
$29.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.76K- 64.5% |
$356K - $412K
|
3.72K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.9K- 19.26% |
$363K - $420K
|
28.9K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.35K- 3.04% |
$387K - $448K
|
234K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 6.23% |
$387K - $448K
|
111K
$6.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.44K- 43.94% |
$392K - $453K
|
9.5K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.13K- 28.24% |
$428K - $495K
|
20.7K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.17K- 8.36% |
$430K - $498K
|
89.5K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.28K- 98.18% |
$436K - $504K
|
153
$8.36K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.47K- 65.41% |
$446K - $516K
|
4.48K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.64K- 1.41% |
$455K - $526K
|
602K
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.89K- 1.96% |
$468K - $541K
|
445K
$24.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.62K- 25.85% |
$506K - $586K
|
27.6K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 18.57% |
$541K - $626K
|
45.1K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.3K- 93.38% |
$543K - $628K
|
731
$39.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-11.8K- 3.49% |
$621K - $719K
|
326K
$17.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12K- 68.21% |
$633K - $733K
|
5.61K
$306K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-12.3K- 95.05% |
$647K - $749K
|
640
$35K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.3K- 28.64% |
$698K - $808K
|
33.1K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-14.2K- 9.97% |
$750K - $868K
|
129K
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-14.7K- 7.62% |
$775K - $897K
|
179K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.1K- 1.06% |
$794K - $919K
|
1.41M
$77M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-15.8K- 41.53% |
$832K - $963K
|
22.2K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-16.2K- 1.28% |
$853K - $987K
|
1.24M
$68M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17.5K- 32.26% |
$923K - $1.07M
|
36.8K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-19.8K- 1.68% |
$1.04M - $1.21M
|
1.16M
$63.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-21K- 36.54% |
$1.1M - $1.28M
|
36.4K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-21K- 41.97% |
$1.11M - $1.28M
|
29.1K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.8K- 14.8% |
$1.2M - $1.39M
|
131K
$7.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.3K- 5.22% |
$1.28M - $1.48M
|
441K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-31.8K- 7.3% |
$1.68M - $1.94M
|
404K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-33.8K- 4.85% |
$1.78M - $2.06M
|
662K
$36.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-36K- 85.86% |
$1.89M - $2.19M
|
5.92K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-39.9K- 97.81% |
$2.1M - $2.43M
|
895
$48.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.5K- 3.64% |
$2.18M - $2.53M
|
1.1M
$59.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-47.3K- 98.25% |
$2.49M - $2.88M
|
841
$45.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-60.2K- 89.97% |
$3.17M - $3.67M
|
6.71K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-73.6K- 17.36% |
$3.87M - $4.48M
|
350K
$19.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-107K- 38.89% |
$5.66M - $6.55M
|
169K
$9.23M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-125K- 5.18% |
$6.6M - $7.64M
|
2.3M
$125M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-126K- 87.61% |
$6.63M - $7.68M
|
17.8K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-156K- 25.93% |
$8.22M - $9.52M
|
446K
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-252K- 71.95% |
$13.3M - $15.4M
|
98.4K
$5.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-366K- 39.25% |
$19.3M - $22.3M
|
567K
$31M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.17M- 96.52% |
$61.6M - $71.3M
|
42.2K
$2.31M
|