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 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.14K- 4.46% |
$112K - $136K
|
45.8K
$2.41M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.21K- 9.22% |
$115K - $141K
|
21.7K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 2.09% |
$116K - $142K
|
105K
$5.51M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.24K- 29.69% |
$117K - $142K
|
5.29K
$279K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.32K- 11.9% |
$121K - $148K
|
17.2K
$904K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.32K- 2.84% |
$121K - $148K
|
79.3K
$4.17M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.35K- 4.64% |
$123K - $150K
|
48.3K
$2.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.43K- 15.62% |
$127K - $154K
|
13.1K
$690K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.46K- 9.38% |
$129K - $157K
|
23.8K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-2.56K- 28.5% |
$133K - $163K
|
6.41K
$337K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.56K- 2.24% |
$134K - $163K
|
112K
$5.88M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.57K- 3.88% |
$134K - $164K
|
63.7K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.58K- 1.18% |
$135K - $164K
|
215K
$11.3M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.58K- 29.25% |
$135K - $164K
|
6.25K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.59K- 9.55% |
$135K - $165K
|
24.5K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.6K- 8.7% |
$136K - $166K
|
27.3K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.65K- 13.05% |
$138K - $169K
|
17.7K
$930K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.66K- 7.48% |
$139K - $169K
|
32.9K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.68K- 28.17% |
$140K - $171K
|
6.83K
$360K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.71K- 21.63% |
$142K - $173K
|
9.83K
$517K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.84K- 0.12% |
$148K - $181K
|
2.43M
$128M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.93K- 6.98% |
$153K - $187K
|
39.1K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.95K- 6.67% |
$154K - $188K
|
41.3K
$2.17M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.97K- 56.67% |
$155K - $189K
|
2.27K
$119K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.97K- 22.51% |
$155K - $189K
|
10.2K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.97K- 42.17% |
$155K - $189K
|
4.08K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3K- 37.65% |
$157K - $191K
|
4.97K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.02K- 2.89% |
$157K - $192K
|
101K
$5.34M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.08K- 31.31% |
$161K - $196K
|
6.75K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.12K- 20.66% |
$163K - $198K
|
12K
$630K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.14K- 7.18% |
$164K - $200K
|
40.6K
$2.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.25K- 72.18% |
$170K - $207K
|
1.25K
$65.9K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.32K- 3.52% |
$173K - $211K
|
91.2K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.33K- 3.48% |
$174K - $212K
|
92.5K
$4.87M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.43KClosed |
$179K - $218K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.44K- 8.89% |
$179K - $219K
|
35.2K
$1.85M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 86.42% |
$186K - $227K
|
560
$29.5K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-3.57K- 30.11% |
$186K - $227K
|
8.28K
$436K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.02K- 30.6% |
$210K - $256K
|
9.11K
$479K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.02K- 6.22% |
$210K - $256K
|
60.6K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.14K- 8.67% |
$216K - $263K
|
43.6K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.41K- 3.46% |
$230K - $281K
|
123K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.43K- 8.85% |
$232K - $282K
|
45.7K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.53K- 8.7% |
$237K - $288K
|
47.5K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 11.78% |
$239K - $292K
|
34.3K
$1.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.61K- 3.45% |
$241K - $293K
|
129K
$6.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.72K- 28.42% |
$246K - $300K
|
11.9K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.93K- 1.39% |
$257K - $313K
|
350K
$18.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4.93K- 35.15% |
$257K - $314K
|
9.09K
$479K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.99K- 14.02% |
$261K - $318K
|
30.6K
$1.61M
|