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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.17KClosed |
$60.8K - $74.1K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.18K- 10.34% |
$61.8K - $75.3K
|
10.3K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.19K- 7.71% |
$61.9K - $75.4K
|
14.2K
$747K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 3.02% |
$62.7K - $76.4K
|
38.6K
$2.03M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.21K- 9.38% |
$63.2K - $77K
|
11.7K
$615K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.25K- 14.07% |
$65K - $79.2K
|
7.61K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.28K- 5.52% |
$66.9K - $81.6K
|
21.9K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.29K- 24.16% |
$67.1K - $81.8K
|
4.03K
$212K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.32K- 29.11% |
$68.7K - $83.7K
|
3.2K
$169K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.32K- 4.85% |
$68.9K - $83.9K
|
25.9K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 21.48% |
$69K - $84.1K
|
4.83K
$254K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.32K- 66.38% |
$69.1K - $84.2K
|
670
$35.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.34K- 17.0% |
$69.7K - $85K
|
6.52K
$343K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 17.0% |
$69.7K - $85K
|
6.52K
$343K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.35K- 32.3% |
$70.5K - $85.9K
|
2.83K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.36K- 18.13% |
$71.2K - $86.8K
|
6.16K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.39K- 3.86% |
$72.5K - $88.3K
|
34.5K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.43K- 4.22% |
$74.5K - $90.8K
|
32.4K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.44K- 34.8% |
$74.9K - $91.3K
|
2.69K
$141K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-1.49K- 22.79% |
$77.8K - $94.8K
|
5.05K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.52K- 19.83% |
$79.6K - $97K
|
6.16K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.53K- 2.68% |
$79.9K - $97.4K
|
55.6K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.58K- 9.98% |
$82.3K - $100K
|
14.2K
$748K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.59K- 0.09% |
$82.9K - $101K
|
1.82M
$95.7M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 7.0% |
$83.7K - $102K
|
21.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 30.22% |
$83.8K - $102K
|
3.7K
$195K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 29.49% |
$84.5K - $103K
|
3.87K
$204K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.63K- 32.98% |
$85.3K - $104K
|
3.32K
$175K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 6.33% |
$88.9K - $108K
|
25.2K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.76K- 7.05% |
$92.1K - $112K
|
23.3K
$1.22M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.78K- 17.68% |
$93K - $113K
|
8.29K
$436K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.78K- 5.53% |
$93.1K - $113K
|
30.5K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.79K- 11.57% |
$93.6K - $114K
|
13.7K
$721K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.8K- 3.1% |
$93.8K - $114K
|
56.2K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.8K- 9.68% |
$94K - $115K
|
16.8K
$884K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 25.38% |
$94K - $115K
|
5.29K
$278K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.8K- 16.91% |
$94.2K - $115K
|
8.86K
$466K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.81K- 9.09% |
$94.3K - $115K
|
18.1K
$950K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.84K- 10.14% |
$96.2K - $117K
|
16.3K
$859K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.88K- 8.37% |
$97.9K - $119K
|
20.5K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.9K- 1.62% |
$99K - $121K
|
115K
$6.04M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 8.08% |
$99.3K - $121K
|
21.6K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.91K- 20.4% |
$99.7K - $121K
|
7.45K
$392K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.94KClosed |
$101K - $123K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.95K- 29.11% |
$102K - $124K
|
4.74K
$249K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-2K- 13.09% |
$105K - $127K
|
13.3K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.01K- 10.73% |
$105K - $128K
|
16.7K
$878K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.06K- 5.44% |
$107K - $131K
|
35.8K
$1.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.11K- 8.67% |
$110K - $134K
|
22.3K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.12K- 5.31% |
$111K - $135K
|
37.9K
$1.99M
|