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 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 1.33% |
$2.95K - $3.41K
|
4.16K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-60- 1.55% |
$3.16K - $3.66K
|
3.82K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-63- 57.8% |
$3.32K - $3.84K
|
46
$2.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-64- 0.93% |
$3.37K - $3.9K
|
6.8K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-65- 1.62% |
$3.42K - $3.96K
|
3.94K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-68- 19.43% |
$3.58K - $4.14K
|
282
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-68- 0.09% |
$3.58K - $4.14K
|
73.5K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-68- 0.64% |
$3.58K - $4.14K
|
10.6K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-70- 0.62% |
$3.68K - $4.26K
|
11.2K
$613K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-75- 1.76% |
$3.95K - $4.57K
|
4.19K
$229K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-75- 1.18% |
$3.95K - $4.57K
|
6.29K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-79- 0.91% |
$4.16K - $4.81K
|
8.56K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-80- 0.38% |
$4.21K - $4.87K
|
21K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-81- 0.93% |
$4.26K - $4.93K
|
8.6K
$470K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-82- 3.24% |
$4.32K - $5K
|
2.45K
$134K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 3.21% |
$4.63K - $5.36K
|
2.65K
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-89- 0.76% |
$4.68K - $5.42K
|
11.6K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-89- 44.06% |
$4.68K - $5.42K
|
113
$6.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-89- 0.28% |
$4.68K - $5.42K
|
31.4K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-90- 0.68% |
$4.74K - $5.48K
|
13.1K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-96- 1.43% |
$5.05K - $5.85K
|
6.61K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-98- 0.29% |
$5.16K - $5.97K
|
33.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-98- 1.28% |
$5.16K - $5.97K
|
7.57K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-105- 1.31% |
$5.53K - $6.4K
|
7.88K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-105- 1.27% |
$5.53K - $6.4K
|
8.13K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-108- 1.82% |
$5.68K - $6.58K
|
5.83K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-111- 0.1% |
$5.84K - $6.76K
|
108K
$5.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-116- 1.58% |
$6.11K - $7.07K
|
7.25K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-119- 0.35% |
$6.26K - $7.25K
|
33.6K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-120- 2.75% |
$6.32K - $7.31K
|
4.24K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-127- 1.37% |
$6.68K - $7.74K
|
9.14K
$499K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-129- 2.25% |
$6.79K - $7.86K
|
5.6K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-130- 1.17% |
$6.84K - $7.92K
|
11K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-134- 2.24% |
$7.05K - $8.16K
|
5.85K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-140- 1.09% |
$7.37K - $8.53K
|
12.8K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-145- 18.42% |
$7.63K - $8.83K
|
642
$35.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 13.64% |
$7.89K - $9.14K
|
950
$51.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-150- 1.76% |
$7.89K - $9.14K
|
8.39K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 0.94% |
$8.05K - $9.32K
|
16.1K
$878K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-155- 0.6% |
$8.16K - $9.44K
|
25.7K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-160- 8.71% |
$8.42K - $9.75K
|
1.68K
$91.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-173- 1.96% |
$9.1K - $10.5K
|
8.67K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-175- 5.88% |
$9.21K - $10.7K
|
2.8K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-181- 4.08% |
$9.53K - $11K
|
4.25K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-181- 0.38% |
$9.53K - $11K
|
47.6K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-191- 4.08% |
$10.1K - $11.6K
|
4.49K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-200- 2.56% |
$10.5K - $12.2K
|
7.61K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 12.49% |
$10.5K - $12.2K
|
1.4K
$76.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 0.89% |
$10.5K - $12.2K
|
22.3K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-207- 2.7% |
$10.9K - $12.6K
|
7.47K
$408K
|