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 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-212- 1.12% |
$11.2K - $12.9K
|
18.6K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-225- 58.44% |
$11.8K - $13.7K
|
160
$8.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-232- 2.02% |
$12.2K - $14.1K
|
11.3K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-233- 2.95% |
$12.3K - $14.2K
|
7.67K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-233- 85.66% |
$12.3K - $14.2K
|
39
$2.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-235- 5.0% |
$12.4K - $14.3K
|
4.47K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-245- 13.22% |
$12.9K - $14.9K
|
1.61K
$87.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-246- 4.14% |
$12.9K - $15K
|
5.69K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-249- 18.64% |
$13.1K - $15.2K
|
1.09K
$59.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-250- 3.98% |
$13.2K - $15.2K
|
6.03K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-250- 3.47% |
$13.2K - $15.2K
|
6.95K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-252- 2.31% |
$13.3K - $15.4K
|
10.7K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-260- 4.18% |
$13.7K - $15.8K
|
5.95K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-260- 4.88% |
$13.7K - $15.8K
|
5.06K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-265- 8.49% |
$13.9K - $16.1K
|
2.86K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-270- 1.33% |
$14.2K - $16.4K
|
20.1K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-273- 3.66% |
$14.4K - $16.6K
|
7.19K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-277- 1.14% |
$14.6K - $16.9K
|
24.1K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-288- 1.82% |
$15.2K - $17.5K
|
15.5K
$848K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-290- 4.53% |
$15.3K - $17.7K
|
6.11K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-295- 3.34% |
$15.5K - $18K
|
8.55K
$467K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-300- 2.56% |
$15.8K - $18.3K
|
11.4K
$623K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-305- 4.4% |
$16.1K - $18.6K
|
6.62K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-314- 1.06% |
$16.5K - $19.1K
|
29.4K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-326- 2.07% |
$17.2K - $19.9K
|
15.4K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-358- 1.24% |
$18.8K - $21.8K
|
28.4K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-369- 53.02% |
$19.4K - $22.5K
|
327
$17.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-377- 7.3% |
$19.8K - $23K
|
4.79K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-380- 3.08% |
$20K - $23.1K
|
12K
$654K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-386- 7.11% |
$20.3K - $23.5K
|
5.04K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-397- 5.49% |
$20.9K - $24.2K
|
6.84K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-403- 3.04% |
$21.2K - $24.6K
|
12.9K
$702K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-406- 0.25% |
$21.4K - $24.7K
|
164K
$8.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-410- 8.72% |
$21.6K - $25K
|
4.29K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-418- 0.81% |
$22K - $25.5K
|
51.4K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-419- 1.23% |
$22.1K - $25.5K
|
33.6K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-425- 3.53% |
$22.4K - $25.9K
|
11.6K
$635K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-429- 64.9% |
$22.6K - $26.1K
|
232
$12.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-483- 2.35% |
$25.4K - $29.4K
|
20.1K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-484- 9.09% |
$25.5K - $29.5K
|
4.84K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 3.41% |
$25.9K - $30K
|
13.9K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 9.91% |
$26.3K - $30.5K
|
4.55K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 11.3% |
$26.3K - $30.5K
|
3.93K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 9.26% |
$26.8K - $31K
|
4.99K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-512- 3.3% |
$26.9K - $31.2K
|
15K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-514- 0.21% |
$27.1K - $31.3K
|
240K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-526- 7.6% |
$27.7K - $32K
|
6.39K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-530- 13.01% |
$27.9K - $32.3K
|
3.55K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-538- 0.75% |
$28.3K - $32.8K
|
71K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-543- 5.27% |
$28.6K - $33.1K
|
9.76K
$533K
|