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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$157 - $191
|
3.57K
$188K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$157 - $191
|
4.22K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.52% |
$157 - $191
|
585
$30.8K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.76% |
$157 - $191
|
396
$20.8K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.37% |
$157 - $191
|
222
$11.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.79% |
$104 - $127
|
255
$13.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$104 - $127
|
1.34K
$70.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
2+ 0.05% |
$104 - $127
|
3.9K
$205K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.1% |
$104 - $127
|
1.94K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2+ 0.04% |
$104 - $127
|
5.05K
$266K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.36% |
$52.2 - $63.6
|
277
$14.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1+ 0.05% |
$52.2 - $63.6
|
2.09K
$110K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$52.2 - $63.6
|
4.16K
$219K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 5.56% |
$52.2 - $63.6
|
19
$1K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.5% |
$52.2 - $63.6
|
203
$10.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.88% |
$52.2 - $63.6
|
16
$842
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.01% |
$52.2 - $63.6
|
7.82K
$412K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$261 - $318
|
7.48K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 0.04% |
$261 - $318
|
12K
$633K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7- 0.06% |
$366 - $445
|
12.4K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-7- 0.17% |
$366 - $445
|
4.1K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 26.92% |
$366 - $445
|
19
$1K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-8- 0.14% |
$418 - $509
|
5.6K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-8- 0.17% |
$418 - $509
|
4.79K
$252K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-9- 0.17% |
$470 - $573
|
5.29K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 50.0% |
$522 - $636
|
10
$526
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-10- 0.16% |
$522 - $636
|
6.07K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.44% |
$574 - $700
|
2.49K
$131K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-12- 0.23% |
$627 - $764
|
5.26K
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15- 0.12% |
$783 - $955
|
12.3K
$645K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-16- 0.29% |
$836 - $1.02K
|
5.54K
$292K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 2.72% |
$992 - $1.21K
|
679
$35.7K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-19- 3.91% |
$992 - $1.21K
|
467
$24.6K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-20- 1.96% |
$1.04K - $1.27K
|
1K
$52.6K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-23- 0.39% |
$1.2K - $1.46K
|
5.86K
$308K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 12.04% |
$1.36K - $1.65K
|
190
$10K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 33.33% |
$1.93K - $2.35K
|
74
$3.89K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-40- 0.57% |
$2.09K - $2.55K
|
7.03K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-40- 0.96% |
$2.09K - $2.55K
|
4.13K
$217K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-40- 23.95% |
$2.09K - $2.55K
|
127
$6.68K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-44- 0.49% |
$2.3K - $2.8K
|
9.03K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-45- 0.43% |
$2.35K - $2.86K
|
10.5K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-48- 0.6% |
$2.51K - $3.05K
|
7.94K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-48- 1.9% |
$2.51K - $3.05K
|
2.47K
$130K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-49- 2.47% |
$2.56K - $3.12K
|
1.93K
$102K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-50- 0.14% |
$2.61K - $3.18K
|
35.2K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-50- 0.52% |
$2.61K - $3.18K
|
9.65K
$508K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-50- 0.55% |
$2.61K - $3.18K
|
9.06K
$477K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-52- 1.65% |
$2.72K - $3.31K
|
3.1K
$163K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-57- 6.58% |
$2.98K - $3.63K
|
809
$42.6K
|