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 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.66K- 10.73% |
$140K - $162K
|
22.1K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.68K- 2.59% |
$141K - $163K
|
101K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 45.47% |
$143K - $166K
|
3.26K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.76K- 6.38% |
$145K - $168K
|
40.5K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.8K- 35.72% |
$148K - $171K
|
5.05K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.8K- 0.83% |
$148K - $171K
|
335K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.92K- 0.98% |
$154K - $178K
|
294K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.01K- 1.53% |
$158K - $183K
|
193K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.03K- 80.16% |
$160K - $185K
|
751
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.08K- 26.97% |
$162K - $188K
|
8.34K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.13K- 7.29% |
$165K - $191K
|
39.8K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.13K- 99.97% |
$165K - $191K
|
1
$55.6
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.14K- 6.56% |
$165K - $191K
|
44.8K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.16K- 19.75% |
$166K - $193K
|
12.9K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.26K- 3.66% |
$172K - $199K
|
85.8K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.3K- 32.05% |
$174K - $201K
|
7K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 8.54% |
$178K - $206K
|
36.1K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.48K- 25.92% |
$183K - $212K
|
9.94K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.5K- 6.12% |
$184K - $213K
|
53.6K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.53K- 3.02% |
$186K - $215K
|
113K
$6.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.64K- 8.71% |
$192K - $222K
|
38.1K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.74K- 19.83% |
$197K - $228K
|
15.1K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.74K- 31.0% |
$197K - $228K
|
8.32K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.77K- 16.87% |
$199K - $230K
|
18.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.78K- 3.65% |
$199K - $230K
|
99.6K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.8K- 1.54% |
$200K - $231K
|
243K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.86K- 10.56% |
$203K - $235K
|
32.7K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.88K- 87.84% |
$204K - $236K
|
537
$29.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.97K- 2.82% |
$209K - $242K
|
137K
$7.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.05K- 21.9% |
$213K - $247K
|
14.4K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.09K- 41.26% |
$215K - $249K
|
5.83K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.17K- 13.32% |
$220K - $254K
|
27.2K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.24KClosed |
$223K - $258K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.28K- 17.25% |
$225K - $261K
|
20.6K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.32K- 19.34% |
$227K - $263K
|
18K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.33K- 6.25% |
$228K - $264K
|
65K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.46K- 18.81% |
$235K - $272K
|
19.2K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-4.5K- 12.83% |
$237K - $274K
|
30.6K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.63K- 4.61% |
$243K - $282K
|
95.8K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.67K- 8.91% |
$246K - $284K
|
47.8K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.9K- 31.68% |
$258K - $299K
|
10.6K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-5.24K- 10.35% |
$276K - $319K
|
45.4K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.25K- 4.39% |
$277K - $320K
|
114K
$6.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-5.45K- 28.43% |
$287K - $332K
|
13.7K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.46K- 3.41% |
$287K - $333K
|
155K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.52K- 24.95% |
$290K - $336K
|
16.6K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.59K- 53.71% |
$294K - $341K
|
4.82K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-5.6K- 26.24% |
$295K - $341K
|
15.7K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-5.7K- 62.22% |
$300K - $347K
|
3.46K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.71K- 29.83% |
$301K - $348K
|
13.4K
$747K
|