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 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8+ 0.14% |
$421 - $487
|
5.57K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.49% |
$368 - $426
|
1.43K
$78.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 3.93% |
$368 - $426
|
185
$10.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5+ 0.02% |
$263 - $305
|
30.6K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.05% |
$211 - $244
|
7.83K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.08% |
$211 - $244
|
4.95K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.03% |
$211 - $244
|
13.4K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 1.47% |
$211 - $244
|
276
$15.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.07% |
$158 - $183
|
4.44K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3+ 0.02% |
$158 - $183
|
14.6K
$799K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.88% |
$158 - $183
|
344
$18.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.04% |
$105 - $122
|
5.19K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.94% |
$105 - $122
|
215
$11.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.09% |
$105 - $122
|
2.28K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
1+ 0.01% |
$52.6 - $60.9
|
13.1K
$718K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.12% |
$52.6 - $60.9
|
90
$4.92K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.07% |
$105 - $122
|
2.77K
$151K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 1.39% |
$158 - $183
|
213
$11.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 1.18% |
$158 - $183
|
251
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.1% |
$316 - $366
|
5.74K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 1.72% |
$368 - $426
|
401
$21.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 1.12% |
$421 - $487
|
705
$38.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-8- 0.1% |
$421 - $487
|
7.7K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.31% |
$526 - $609
|
3.17K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-10- 0.24% |
$526 - $609
|
4.19K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.12% |
$526 - $609
|
8.56K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-12- 0.42% |
$632 - $731
|
2.87K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.29% |
$842 - $975
|
5.54K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18- 0.15% |
$947 - $1.1K
|
12.1K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-22- 62.86% |
$1.16K - $1.34K
|
13
$710
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 1.24% |
$1.21K - $1.4K
|
1.83K
$99.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.26K - $1.46K
|
1.04K
$56.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 2.56% |
$1.63K - $1.89K
|
1.18K
$64.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-31- 0.67% |
$1.63K - $1.89K
|
4.63K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 0.57% |
$1.68K - $1.95K
|
5.56K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-32- 1.02% |
$1.68K - $1.95K
|
3.11K
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32- 0.41% |
$1.68K - $1.95K
|
7.82K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.17% |
$1.74K - $2.01K
|
19.6K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-36- 3.55% |
$1.89K - $2.19K
|
979
$53.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-40- 0.65% |
$2.11K - $2.44K
|
6.09K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-40- 0.47% |
$2.11K - $2.44K
|
8.43K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-42- 0.18% |
$2.21K - $2.56K
|
23.3K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-47- 7.44% |
$2.47K - $2.86K
|
585
$32K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 4.32% |
$2.53K - $2.92K
|
1.06K
$58.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-49- 0.91% |
$2.58K - $2.99K
|
5.34K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-49- 0.29% |
$2.58K - $2.99K
|
16.8K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-50- 52.08% |
$2.63K - $3.05K
|
46
$2.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 2.54% |
$2.74K - $3.17K
|
1.99K
$109K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-53- 14.6% |
$2.79K - $3.23K
|
310
$16.9K
|