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 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.95K+ 5.64% |
$208K - $241K
|
73.9K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.81K+ 18.68% |
$200K - $232K
|
24.2K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.73K+ 1.02% |
$196K - $227K
|
369K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.63K+ 7.33% |
$191K - $221K
|
53.1K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.61K+ 6.35% |
$190K - $220K
|
60.5K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.55K+ 64.27% |
$187K - $216K
|
9.08K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.41K+ 25.74% |
$180K - $208K
|
16.7K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 8.49% |
$178K - $206K
|
43.3K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.33K+ 43.86% |
$175K - $203K
|
10.9K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.18K+ 2.74% |
$167K - $194K
|
119K
$6.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3.14K+ 557.19% |
$165K - $191K
|
3.7K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.13K+ 94.44% |
$165K - $191K
|
6.44K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 23.99% |
$164K - $190K
|
16.1K
$902K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.11K+ 5.05% |
$164K - $190K
|
64.8K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.87K+ 18.86% |
$151K - $175K
|
18.1K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.86K+ 5.98% |
$150K - $174K
|
50.6K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
2.8K+ 400.0% |
$147K - $171K
|
3.5K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.79K+ 3.17% |
$147K - $170K
|
90.7K
$5.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.78K+ 5.2% |
$147K - $170K
|
56.3K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.7K+ 7.92% |
$142K - $164K
|
36.8K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.66K+ 10.49% |
$140K - $162K
|
28.1K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.58K+ 606.35% |
$136K - $157K
|
3K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.5K+ 30.3% |
$132K - $152K
|
10.8K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.5KNew |
$131K - $152K
|
2.5K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.49K+ 50.63% |
$131K - $152K
|
7.42K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.47KNew |
$130K - $150K
|
2.47K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 16.26% |
$130K - $150K
|
17.6K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.45K+ 30.25% |
$129K - $149K
|
10.6K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.38KNew |
$125K - $145K
|
2.38K
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.37K+ 57.54% |
$125K - $145K
|
6.5K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 59.18% |
$121K - $140K
|
6.18K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.23K+ 11.71% |
$117K - $136K
|
21.2K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.21K+ 17.74% |
$116K - $134K
|
14.6K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 21.66% |
$114K - $133K
|
12.2K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.16K+ 22.38% |
$114K - $131K
|
11.8K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.06K+ 7.02% |
$108K - $126K
|
31.4K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 0.81% |
$108K - $125K
|
255K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.03K+ 17.33% |
$107K - $124K
|
13.8K
$770K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.03KNew |
$107K - $124K
|
2.03K
$114K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2K+ 40.0% |
$105K - $122K
|
7K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.99K+ 9.76% |
$105K - $121K
|
22.4K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.97K+ 50.51% |
$104K - $120K
|
5.86K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.93K+ 35.76% |
$102K - $118K
|
7.33K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.92K+ 19.05% |
$101K - $117K
|
12K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.84KNew |
$96.8K - $112K
|
1.84K
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.83K+ 3.28% |
$96K - $111K
|
57.5K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.8K+ 2.79% |
$94.7K - $110K
|
66.3K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.8K+ 17.31% |
$94.7K - $110K
|
12.2K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.78K+ 1.39% |
$93.4K - $108K
|
129K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.77K+ 12.22% |
$93K - $108K
|
16.2K
$908K
|