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 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.8K- 35.72% |
$148K - $171K
|
5.05K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.92K- 0.98% |
$154K - $178K
|
294K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.01K- 1.53% |
$158K - $183K
|
193K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.03K- 80.16% |
$160K - $185K
|
751
$42K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.13K- 7.29% |
$165K - $191K
|
39.8K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.13K- 99.97% |
$165K - $191K
|
1
$55.9
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.14K- 6.56% |
$165K - $191K
|
44.8K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 8.54% |
$178K - $206K
|
36.1K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.48K- 25.92% |
$183K - $212K
|
9.94K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.5K- 6.12% |
$184K - $213K
|
53.6K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.64K- 8.71% |
$192K - $222K
|
38.1K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.74K- 19.83% |
$197K - $228K
|
15.1K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.77K- 16.87% |
$199K - $230K
|
18.6K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.8K- 1.54% |
$200K - $231K
|
243K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.86K- 10.56% |
$203K - $235K
|
32.7K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.97K- 2.82% |
$209K - $242K
|
137K
$7.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.09K- 41.26% |
$215K - $249K
|
5.83K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.17K- 13.32% |
$220K - $254K
|
27.2K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.28K- 17.25% |
$225K - $261K
|
20.6K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.32K- 19.34% |
$227K - $263K
|
18K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.33K- 6.25% |
$228K - $264K
|
65K
$3.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.46K- 18.81% |
$235K - $272K
|
19.2K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-4.5K- 12.83% |
$237K - $274K
|
30.6K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.63K- 4.61% |
$243K - $282K
|
95.8K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.67K- 8.91% |
$246K - $284K
|
47.8K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.25K- 4.39% |
$277K - $320K
|
114K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-5.45K- 28.43% |
$287K - $332K
|
13.7K
$767K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.46K- 3.41% |
$287K - $333K
|
155K
$8.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.59K- 53.71% |
$294K - $341K
|
4.82K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.71K- 29.83% |
$301K - $348K
|
13.4K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.84K- 43.23% |
$307K - $356K
|
7.67K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.88K- 1.89% |
$309K - $358K
|
305K
$17.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.88K- 19.15% |
$310K - $358K
|
24.8K
$1.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.9K- 59.0% |
$311K - $359K
|
4.1K
$229K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6.06K- 31.9% |
$319K - $369K
|
12.9K
$724K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-6.17K- 0.39% |
$325K - $376K
|
1.59M
$88.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.2K- 4.52% |
$326K - $377K
|
131K
$7.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 9.1% |
$333K - $385K
|
63.1K
$3.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.54K- 9.43% |
$344K - $398K
|
62.8K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.63K- 1.23% |
$349K - $404K
|
533K
$29.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.76K- 64.5% |
$356K - $412K
|
3.72K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.9K- 19.26% |
$363K - $420K
|
28.9K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.04K- 1.35% |
$370K - $429K
|
513K
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.15K- 31.37% |
$376K - $435K
|
15.6K
$875K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.35K- 3.04% |
$387K - $448K
|
234K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 6.23% |
$387K - $448K
|
111K
$6.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.44K- 43.94% |
$392K - $453K
|
9.5K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.13K- 28.24% |
$428K - $495K
|
20.7K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.17K- 8.36% |
$430K - $498K
|
89.5K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.28K- 98.18% |
$436K - $504K
|
153
$8.56K
|