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 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.63K+ 83.08% |
$243K - $282K
|
10.2K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.62K+ 6.85% |
$243K - $282K
|
72.1K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.62K+ 5.34% |
$243K - $281K
|
91K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.61K+ 70.43% |
$243K - $281K
|
11.2K
$594K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.61K+ 7.41% |
$243K - $281K
|
66.8K
$3.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.59K+ 33.03% |
$241K - $280K
|
18.5K
$983K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.55KNew |
$239K - $277K
|
4.55K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.53K+ 22.13% |
$238K - $276K
|
25K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.5K+ 10.9% |
$237K - $274K
|
45.8K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.5K+ 3.34% |
$237K - $274K
|
139K
$7.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.48K+ 9.5% |
$236K - $273K
|
51.6K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.42KNew |
$233K - $270K
|
4.42K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.38KNew |
$230K - $267K
|
4.38K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.35K+ 12.22% |
$229K - $265K
|
40K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.32K+ 9.6% |
$227K - $263K
|
49.3K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.29K+ 81.65% |
$226K - $262K
|
9.55K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.23KNew |
$223K - $258K
|
4.23K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$221K - $256K
|
4.2K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.17K+ 1.91% |
$219K - $254K
|
222K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.15K+ 19.34% |
$218K - $253K
|
25.6K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.1K+ 29.63% |
$216K - $250K
|
18K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.09K+ 23.43% |
$215K - $249K
|
21.6K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.02K+ 2.64% |
$211K - $245K
|
156K
$8.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
4.01K+ 28.5% |
$211K - $244K
|
18.1K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.99K+ 158.57% |
$210K - $243K
|
6.5K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.98KNew |
$209K - $242K
|
3.98K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.95K+ 5.64% |
$208K - $241K
|
73.9K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
3.94KNew |
$207K - $240K
|
3.94K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.93KNew |
$207K - $240K
|
3.93K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 6.55% |
$205K - $237K
|
63.2K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.81K+ 18.68% |
$200K - $232K
|
24.2K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.8K+ 70.48% |
$200K - $231K
|
9.18K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.73K+ 1.02% |
$196K - $227K
|
369K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.63K+ 7.33% |
$191K - $221K
|
53.1K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.61K+ 6.35% |
$190K - $220K
|
60.5K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.55K+ 64.27% |
$187K - $216K
|
9.08K
$483K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.55K+ 64.27% |
$187K - $216K
|
9.08K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.46K+ 5.03% |
$182K - $211K
|
72.2K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.41K+ 25.74% |
$180K - $208K
|
16.7K
$887K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 8.49% |
$178K - $206K
|
43.3K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.33K+ 43.86% |
$175K - $203K
|
10.9K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.28K+ 47.41% |
$173K - $200K
|
10.2K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
3.27KNew |
$172K - $199K
|
3.27K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 34.89% |
$171K - $198K
|
12.6K
$668K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.18K+ 2.74% |
$167K - $194K
|
119K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3.14K+ 557.19% |
$165K - $191K
|
3.7K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.13K+ 94.44% |
$165K - $191K
|
6.44K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 23.99% |
$164K - $190K
|
16.1K
$858K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.11K+ 5.05% |
$164K - $190K
|
64.8K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.1K+ 28.54% |
$163K - $189K
|
14K
$743K
|