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 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
67+ 0.73% |
$3.5K - $4.26K
|
9.22K
$485K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
66+ 0.74% |
$3.45K - $4.2K
|
8.97K
$472K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
64+ 0.41% |
$3.34K - $4.07K
|
15.6K
$819K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
62+ 41.06% |
$3.24K - $3.95K
|
213
$11.2K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
61+ 1.21% |
$3.19K - $3.88K
|
5.11K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
57+ 0.11% |
$2.98K - $3.63K
|
49.7K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
55+ 90.16% |
$2.87K - $3.5K
|
116
$6.11K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
50+ 0.48% |
$2.61K - $3.18K
|
10.4K
$550K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
46+ 0.46% |
$2.4K - $2.93K
|
10.1K
$530K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
45+ 0.1% |
$2.35K - $2.86K
|
43.7K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
45+ 0.54% |
$2.35K - $2.86K
|
8.4K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45+ 60.81% |
$2.35K - $2.86K
|
119
$6.26K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
42+ 0.22% |
$2.19K - $2.67K
|
19.4K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
42+ 0.84% |
$2.19K - $2.67K
|
5.04K
$265K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 0.29% |
$1.78K - $2.16K
|
11.8K
$623K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
34+ 0.17% |
$1.78K - $2.16K
|
19.5K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
31+ 0.68% |
$1.62K - $1.97K
|
4.57K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 0.42% |
$1.62K - $1.97K
|
7.38K
$388K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
31New |
$1.62K - $1.97K
|
31
$1.63K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 10.53% |
$1.46K - $1.78K
|
294
$15.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24+ 0.57% |
$1.25K - $1.53K
|
4.25K
$224K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20+ 1.2% |
$1.04K - $1.27K
|
1.69K
$89K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
20+ 100.0% |
$1.04K - $1.27K
|
40
$2.11K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 1.04% |
$888 - $1.08K
|
1.66K
$87.3K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 16.0% |
$836 - $1.02K
|
116
$6.11K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 123.08% |
$836 - $1.02K
|
29
$1.53K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
15+ 4.0% |
$783 - $955
|
390
$20.5K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15+ 0.01% |
$783 - $955
|
131K
$6.87M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
14+ 7.95% |
$731 - $891
|
190
$10K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.72% |
$731 - $891
|
827
$43.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13+ 0.05% |
$679 - $827
|
25.1K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13+ 0.17% |
$679 - $827
|
7.53K
$396K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11+ 0.67% |
$574 - $700
|
1.65K
$87K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 0.46% |
$574 - $700
|
2.39K
$126K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 3.05% |
$522 - $636
|
338
$17.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
10+ 0.15% |
$522 - $636
|
6.6K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10+ 0.04% |
$522 - $636
|
23.9K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.19% |
$470 - $573
|
4.79K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.17% |
$470 - $573
|
5.32K
$280K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.27% |
$418 - $509
|
2.97K
$156K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.18% |
$418 - $509
|
4.38K
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
8+ 0.01% |
$418 - $509
|
82.1K
$4.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.01% |
$366 - $445
|
52.1K
$2.74M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7+ 0.19% |
$366 - $445
|
3.64K
$191K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 0.16% |
$366 - $445
|
4.46K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.09% |
$313 - $382
|
6.64K
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 0.65% |
$261 - $318
|
774
$40.7K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.21% |
$261 - $318
|
2.41K
$127K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.8% |
$209 - $255
|
504
$26.5K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4+ 1.48% |
$209 - $255
|
274
$14.4K
|