Purchases and Sales Made in Q1 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
225+ 6.71% |
$11.7K - $14.3K
|
3.58K
$188K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
219+ 3.06% |
$11.4K - $13.9K
|
7.38K
$388K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
215New |
$11.2K - $13.7K
|
215
$11.3K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
210+ 210.0% |
$11K - $13.4K
|
310
$16.3K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$11.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
207+ 33.44% |
$10.8K - $13.2K
|
826
$43.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
206+ 63.0% |
$10.8K - $13.1K
|
533
$28.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
205+ 1.09% |
$10.7K - $13K
|
18.9K
$997K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
204+ 4.49% |
$10.7K - $13K
|
4.75K
$250K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
204+ 3.52% |
$10.7K - $13K
|
6K
$316K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
200+ 0.3% |
$10.4K - $12.7K
|
66.6K
$3.5M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
200+ 0.17% |
$10.4K - $12.7K
|
119K
$6.27M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
195+ 80.25% |
$10.2K - $12.4K
|
438
$23.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
191+ 2.68% |
$9.97K - $12.2K
|
7.32K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
BUY
|
- |
191+ 4.42% |
$9.97K - $12.2K
|
4.51K
$238K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189+ 62.38% |
$9.87K - $12K
|
492
$25.9K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
185+ 1.9% |
$9.66K - $11.8K
|
9.91K
$522K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
174+ 65.66% |
$9.09K - $11.1K
|
439
$23.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
160+ 0.85% |
$8.36K - $10.2K
|
19.1K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
158+ 1.48% |
$8.25K - $10.1K
|
10.8K
$570K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
157+ 1.52% |
$8.2K - $9.99K
|
10.5K
$552K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
155+ 0.74% |
$8.09K - $9.86K
|
21.1K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
150+ 1.44% |
$7.83K - $9.55K
|
10.6K
$555K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
143+ 304.26% |
$7.47K - $9.1K
|
190
$10K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
140+ 0.07% |
$7.31K - $8.91K
|
189K
$9.94M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
139+ 1.33% |
$7.26K - $8.85K
|
10.6K
$558K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
134New |
$7K - $8.53K
|
134
$7.05K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
134+ 4.14% |
$7K - $8.53K
|
3.37K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
132+ 0.96% |
$6.89K - $8.4K
|
13.9K
$733K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
127+ 1.53% |
$6.63K - $8.08K
|
8.42K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127New |
$6.63K - $8.08K
|
127
$6.68K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
124+ 1.16% |
$6.48K - $7.89K
|
10.8K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
118+ 2.22% |
$6.16K - $7.51K
|
5.43K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
108+ 1.32% |
$5.64K - $6.87K
|
8.3K
$437K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
102+ 1.96% |
$5.33K - $6.49K
|
5.32K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
101+ 16.5% |
$5.27K - $6.43K
|
713
$37.5K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
101+ 16.5% |
$5.27K - $6.43K
|
713
$37.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
100+ 1.21% |
$5.22K - $6.36K
|
8.38K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
100+ 1.64% |
$5.22K - $6.36K
|
6.2K
$326K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
95+ 0.51% |
$4.96K - $6.05K
|
18.7K
$982K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
95+ 0.27% |
$4.96K - $6.05K
|
35.1K
$1.85M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
95+ 1.47% |
$4.96K - $6.05K
|
6.56K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92+ 0.53% |
$4.8K - $5.85K
|
17.4K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
90+ 0.73% |
$4.7K - $5.73K
|
12.4K
$652K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
89+ 0.54% |
$4.65K - $5.66K
|
16.4K
$866K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
82+ 0.82% |
$4.28K - $5.22K
|
10K
$527K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.0% |
$4.28K - $5.22K
|
8.27K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
77+ 0.29% |
$4.02K - $4.9K
|
26.2K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
75New |
$3.92K - $4.77K
|
75
$3.95K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
72+ 1.2% |
$3.76K - $4.58K
|
6.09K
$321K
|