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 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-345- 1.44% |
$18K - $22K
|
23.6K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-346- 3.63% |
$18.1K - $22K
|
9.19K
$484K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 6.73% |
$18.3K - $22.3K
|
4.85K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-353- 15.74% |
$18.4K - $22.5K
|
1.89K
$99.4K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-354- 3.19% |
$18.5K - $22.5K
|
10.8K
$566K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-355- 4.83% |
$18.5K - $22.6K
|
6.99K
$368K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-358- 8.39% |
$18.7K - $22.8K
|
3.91K
$206K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-361- 3.99% |
$18.9K - $23K
|
8.68K
$457K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-363- 2.29% |
$19K - $23.1K
|
15.5K
$816K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-368- 8.89% |
$19.2K - $23.4K
|
3.77K
$199K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-378- 9.91% |
$19.7K - $24.1K
|
3.44K
$181K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-389- 17.34% |
$20.3K - $24.8K
|
1.85K
$97.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-393- 4.34% |
$20.5K - $25K
|
8.67K
$456K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-400- 4.88% |
$20.9K - $25.5K
|
7.8K
$411K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-400- 2.93% |
$20.9K - $25.5K
|
13.2K
$697K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 9.03% |
$20.9K - $25.5K
|
4.03K
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-401- 1.6% |
$20.9K - $25.5K
|
24.6K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-402- 5.57% |
$21K - $25.6K
|
6.82K
$359K
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-410- 5.51% |
$21.4K - $26.1K
|
7.04K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-426- 7.42% |
$22.2K - $27.1K
|
5.31K
$280K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-427- 32.7% |
$22.3K - $27.2K
|
879
$46.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-442- 2.39% |
$23.1K - $28.1K
|
18.1K
$952K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-454- 18.17% |
$23.7K - $28.9K
|
2.04K
$108K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-456- 6.88% |
$23.8K - $29K
|
6.18K
$325K
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-495- 2.05% |
$25.8K - $31.5K
|
23.6K
$1.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-497- 2.89% |
$26K - $31.6K
|
16.7K
$878K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-500- 71.43% |
$26.1K - $31.8K
|
200
$10.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-500- 3.71% |
$26.1K - $31.8K
|
13K
$682K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-500- 5.12% |
$26.1K - $31.8K
|
9.28K
$488K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-501- 9.32% |
$26.2K - $31.9K
|
4.88K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-512- 3.71% |
$26.7K - $32.6K
|
13.3K
$699K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-517- 6.21% |
$27K - $32.9K
|
7.81K
$411K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-518- 0.24% |
$27K - $33K
|
216K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-525- 11.62% |
$27.4K - $33.4K
|
3.99K
$210K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-535- 12.34% |
$27.9K - $34K
|
3.8K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-554- 5.16% |
$28.9K - $35.3K
|
10.2K
$535K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-555- 2.69% |
$29K - $35.3K
|
20K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-565- 6.45% |
$29.5K - $36K
|
8.2K
$432K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-567- 3.84% |
$29.6K - $36.1K
|
14.2K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-578- 8.04% |
$30.2K - $36.8K
|
6.61K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-583- 9.03% |
$30.4K - $37.1K
|
5.87K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-593- 94.58% |
$31K - $37.7K
|
34
$1.79K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-606- 3.88% |
$31.6K - $38.6K
|
15K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-617- 5.47% |
$32.2K - $39.3K
|
10.7K
$561K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-633- 6.17% |
$33.1K - $40.3K
|
9.62K
$507K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-639- 3.5% |
$33.4K - $40.7K
|
17.6K
$927K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-650- 6.44% |
$33.9K - $41.4K
|
9.44K
$497K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-658- 3.99% |
$34.4K - $41.9K
|
15.8K
$833K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-665- 13.09% |
$34.7K - $42.3K
|
4.42K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 9.48% |
$34.9K - $42.5K
|
6.38K
$336K
|