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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5K- 49.71% |
$261K - $318K
|
5.06K
$266K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.06K- 45.81% |
$264K - $322K
|
5.98K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.19K- 10.6% |
$271K - $330K
|
43.8K
$2.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.25K- 6.49% |
$274K - $334K
|
75.6K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-5.32K- 47.71% |
$278K - $338K
|
5.83K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-5.41K- 2.9% |
$282K - $344K
|
181K
$9.51M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.43K- 42.97% |
$284K - $346K
|
7.21K
$379K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.5K- 6.88% |
$287K - $350K
|
74.5K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.58K- 2.5% |
$292K - $355K
|
218K
$11.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-5.63K- 19.45% |
$294K - $358K
|
23.3K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.64K- 4.01% |
$295K - $359K
|
135K
$7.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-5.95K- 40.19% |
$311K - $379K
|
8.86K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.95K- 61.31% |
$311K - $379K
|
3.76K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6K- 9.63% |
$313K - $382K
|
56.3K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.12K- 72.35% |
$320K - $390K
|
2.34K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-6.23K- 16.58% |
$325K - $396K
|
31.3K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.56K- 49.3% |
$343K - $418K
|
6.75K
$355K
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.64K- 16.77% |
$346K - $422K
|
32.9K
$1.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-6.72K- 45.94% |
$351K - $428K
|
7.91K
$416K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-6.76K- 13.3% |
$353K - $430K
|
44.1K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-6.89K- 21.27% |
$360K - $439K
|
25.5K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6.9K- 54.15% |
$360K - $439K
|
5.85K
$308K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.24K- 4.73% |
$378K - $460K
|
146K
$7.67M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.34K- 2.45% |
$383K - $467K
|
292K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.62K- 11.26% |
$398K - $485K
|
60.1K
$3.16M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.64KClosed |
$399K - $486K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.95K- 5.52% |
$415K - $506K
|
136K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8.27K- 94.73% |
$432K - $526K
|
460
$24.2K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-8.35K- 68.89% |
$436K - $531K
|
3.77K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.51K- 4.7% |
$444K - $541K
|
173K
$9.08M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-8.52K- 0.42% |
$445K - $542K
|
2.01M
$106M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.86K- 23.19% |
$463K - $564K
|
29.4K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.79K- 1.98% |
$511K - $623K
|
485K
$25.5M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.79K- 1.98% |
$511K - $623K
|
485K
$25.5M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-9.99K- 73.56% |
$522K - $636K
|
3.59K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-10.1K- 9.23% |
$527K - $643K
|
99.3K
$5.23M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10.2K- 7.01% |
$532K - $649K
|
135K
$7.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.3K- 35.48% |
$537K - $654K
|
18.7K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-10.9K- 22.67% |
$571K - $695K
|
37.3K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-11.1K- 7.11% |
$578K - $704K
|
145K
$7.61M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 4.99% |
$591K - $721K
|
216K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11.4K- 42.81% |
$593K - $723K
|
15.2K
$798K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.5K- 99.52% |
$602K - $734K
|
56
$2.95K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.6K- 45.65% |
$604K - $736K
|
13.8K
$724K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-11.7K- 93.59% |
$610K - $743K
|
800
$42.1K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-12.5K- 9.48% |
$655K - $798K
|
120K
$6.3M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-12.5K- 76.09% |
$655K - $799K
|
3.94K
$208K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-12.8K- 0.94% |
$668K - $814K
|
1.35M
$70.8M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-13.7K- 53.17% |
$716K - $873K
|
12.1K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-14.7K- 49.67% |
$766K - $933K
|
14.9K
$782K
|