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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-377- 7.3% |
$19.8K - $23K
|
4.79K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-380- 3.08% |
$20K - $23.1K
|
12K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-383- 4.83% |
$20.2K - $23.3K
|
7.55K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-384- 1.46% |
$20.2K - $23.4K
|
25.9K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-386- 7.11% |
$20.3K - $23.5K
|
5.04K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-397- 5.49% |
$20.9K - $24.2K
|
6.84K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-400- 4.73% |
$21.1K - $24.4K
|
8.05K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-403- 3.04% |
$21.2K - $24.6K
|
12.9K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-406- 0.25% |
$21.4K - $24.7K
|
164K
$9.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-410- 8.72% |
$21.6K - $25K
|
4.29K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-418- 0.81% |
$22K - $25.5K
|
51.4K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-419- 1.23% |
$22.1K - $25.5K
|
33.6K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-425- 3.53% |
$22.4K - $25.9K
|
11.6K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-429- 64.9% |
$22.6K - $26.1K
|
232
$12.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-441- 5.05% |
$23.2K - $26.9K
|
8.29K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-479- 44.35% |
$25.2K - $29.2K
|
601
$33.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-483- 2.35% |
$25.4K - $29.4K
|
20.1K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-484- 9.09% |
$25.5K - $29.5K
|
4.84K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-490- 4.09% |
$25.8K - $29.9K
|
11.5K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 3.41% |
$25.9K - $30K
|
13.9K
$774K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 11.3% |
$26.3K - $30.5K
|
3.93K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 9.91% |
$26.3K - $30.5K
|
4.55K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-502- 2.96% |
$26.4K - $30.6K
|
16.4K
$914K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 9.26% |
$26.8K - $31K
|
4.99K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-512- 3.3% |
$26.9K - $31.2K
|
15K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-514- 0.21% |
$27.1K - $31.3K
|
240K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-526- 7.6% |
$27.7K - $32K
|
6.39K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-530- 13.01% |
$27.9K - $32.3K
|
3.55K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-538- 0.75% |
$28.3K - $32.8K
|
71K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-543- 5.27% |
$28.6K - $33.1K
|
9.76K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-550- 6.34% |
$28.9K - $33.5K
|
8.13K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-552- 11.22% |
$29.1K - $33.6K
|
4.37K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-560- 1.59% |
$29.5K - $34.1K
|
34.6K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-564- 14.01% |
$29.7K - $34.4K
|
3.46K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-565- 8.64% |
$29.7K - $34.4K
|
5.97K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-565- 4.94% |
$29.7K - $34.4K
|
10.9K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-570- 20.76% |
$30K - $34.7K
|
2.18K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-597- 1.67% |
$31.4K - $36.4K
|
35.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-616- 5.35% |
$32.4K - $37.5K
|
10.9K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-616- 0.93% |
$32.4K - $37.5K
|
65.4K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-629- 44.61% |
$33.1K - $38.3K
|
781
$43.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-630- 6.03% |
$33.2K - $38.4K
|
9.81K
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-645- 5.04% |
$33.9K - $39.3K
|
12.2K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-647- 14.72% |
$34.1K - $39.4K
|
3.75K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-660- 10.99% |
$34.7K - $40.2K
|
5.35K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-680- 8.26% |
$35.8K - $41.4K
|
7.55K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-689- 15.15% |
$36.3K - $42K
|
3.86K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-689- 4.88% |
$36.3K - $42K
|
13.4K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-692- 7.35% |
$36.4K - $42.2K
|
8.72K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-693- 6.34% |
$36.5K - $42.2K
|
10.2K
$569K
|