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 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-60- 7.0% |
$3.13K - $3.82K
|
797
$41.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-60- 0.24% |
$3.13K - $3.82K
|
24.8K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-60- 0.9% |
$3.13K - $3.82K
|
6.58K
$347K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-60- 0.7% |
$3.13K - $3.82K
|
8.53K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-60- 3.96% |
$3.13K - $3.82K
|
1.45K
$76.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-62- 0.14% |
$3.24K - $3.95K
|
44.9K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-64- 0.6% |
$3.34K - $4.07K
|
10.7K
$563K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-68- 9.05% |
$3.55K - $4.33K
|
683
$35.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-69- 1.24% |
$3.6K - $4.39K
|
5.51K
$290K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-69- 94.52% |
$3.6K - $4.39K
|
4
$211
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-70- 0.7% |
$3.66K - $4.45K
|
9.93K
$523K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-70- 1.73% |
$3.66K - $4.45K
|
3.98K
$210K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-74- 0.77% |
$3.86K - $4.71K
|
9.6K
$505K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-74- 0.72% |
$3.86K - $4.71K
|
10.3K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-74- 56.49% |
$3.86K - $4.71K
|
57
$3K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 3.0% |
$3.92K - $4.77K
|
2.43K
$128K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-75- 74.26% |
$3.92K - $4.77K
|
26
$1.37K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-78- 4.26% |
$4.07K - $4.96K
|
1.76K
$92.4K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-79- 0.53% |
$4.13K - $5.03K
|
14.8K
$777K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-80- 2.04% |
$4.18K - $5.09K
|
3.84K
$202K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-84- 0.74% |
$4.39K - $5.35K
|
11.2K
$591K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-85- 1.22% |
$4.44K - $5.41K
|
6.87K
$362K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.51% |
$4.54K - $5.54K
|
17.1K
$900K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-94- 98.95% |
$4.91K - $5.98K
|
1
$52.6
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-96- 1.81% |
$5.01K - $6.11K
|
5.22K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-96- 10.42% |
$5.01K - $6.11K
|
825
$43.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-99- 16.69% |
$5.17K - $6.3K
|
494
$26K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 28.99% |
$5.22K - $6.36K
|
245
$12.9K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.4% |
$5.22K - $6.36K
|
7.05K
$371K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-102- 77.86% |
$5.33K - $6.49K
|
29
$1.53K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-108- 45.96% |
$5.64K - $6.87K
|
127
$6.68K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-110- 1.66% |
$5.74K - $7K
|
6.52K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-114- 1.25% |
$5.95K - $7.25K
|
9.03K
$475K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-115- 2.62% |
$6.01K - $7.32K
|
4.28K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-115- 0.83% |
$6.01K - $7.32K
|
13.8K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-117- 0.8% |
$6.11K - $7.45K
|
14.5K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-121- 4.22% |
$6.32K - $7.7K
|
2.75K
$145K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 0.54% |
$6.53K - $7.96K
|
23K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-125- 3.33% |
$6.53K - $7.96K
|
3.63K
$191K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-126- 4.67% |
$6.58K - $8.02K
|
2.57K
$135K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-130- 0.16% |
$6.79K - $8.27K
|
83.2K
$4.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-135- 0.7% |
$7.05K - $8.59K
|
19.3K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-135- 0.16% |
$7.05K - $8.59K
|
86.9K
$4.58M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-138- 77.53% |
$7.21K - $8.78K
|
40
$2.11K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 9.23% |
$7.83K - $9.55K
|
1.48K
$77.6K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-150- 1.98% |
$7.83K - $9.55K
|
7.42K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-157- 7.51% |
$8.2K - $9.99K
|
1.93K
$102K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-159- 2.17% |
$8.3K - $10.1K
|
7.17K
$378K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-160- 3.02% |
$8.36K - $10.2K
|
5.14K
$271K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-167- 4.29% |
$8.72K - $10.6K
|
3.73K
$196K
|