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 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-14.8K- 42.28% |
$774K - $943K
|
20.2K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 94.12% |
$791K - $964K
|
946
$49.8K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.6K- 8.27% |
$813K - $991K
|
173K
$9.09M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.2K- 24.92% |
$844K - $1.03M
|
48.7K
$2.56M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16.2K- 37.33% |
$846K - $1.03M
|
27.2K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-17.6K- 11.11% |
$920K - $1.12M
|
141K
$7.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-18.9K- 39.2% |
$985K - $1.2M
|
29.3K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.1K- 24.79% |
$996K - $1.21M
|
57.8K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-19.5K- 45.25% |
$1.02M - $1.24M
|
23.6K
$1.24M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-19.8KClosed |
$1.04M - $1.26M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-19.9K- 78.16% |
$1.04M - $1.26M
|
5.55K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-20.2K- 3.57% |
$1.06M - $1.29M
|
546K
$28.7M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-20.7K- 2.92% |
$1.08M - $1.31M
|
686K
$36.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22K- 42.89% |
$1.15M - $1.4M
|
29.4K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.2K- 61.24% |
$1.16M - $1.41M
|
14.1K
$740K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.3K- 17.43% |
$1.17M - $1.42M
|
106K
$5.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-22.7K- 67.02% |
$1.19M - $1.45M
|
11.2K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-24.1K- 21.46% |
$1.26M - $1.54M
|
88.4K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-24.4K- 85.59% |
$1.27M - $1.55M
|
4.1K
$216K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24.5K- 59.41% |
$1.28M - $1.56M
|
16.8K
$882K
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-25.4K- 12.68% |
$1.33M - $1.62M
|
175K
$9.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-25.9K- 19.11% |
$1.35M - $1.65M
|
109K
$5.76M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-25.9K- 69.13% |
$1.35M - $1.65M
|
11.6K
$609K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-26.3K- 53.95% |
$1.37M - $1.68M
|
22.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-27.4K- 10.23% |
$1.43M - $1.74M
|
240K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-28.6K- 2.25% |
$1.49M - $1.82M
|
1.24M
$65.5M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-28.9K- 6.91% |
$1.51M - $1.84M
|
389K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-29K- 4.0% |
$1.51M - $1.85M
|
697K
$36.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.6K- 6.39% |
$1.6M - $1.95M
|
449K
$23.6M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-33.1K- 72.53% |
$1.73M - $2.11M
|
12.5K
$660K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-33.9K- 3.6% |
$1.77M - $2.16M
|
907K
$47.7M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-34.2K- 8.15% |
$1.78M - $2.17M
|
385K
$20.3M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-34.5K- 99.78% |
$1.8M - $2.2M
|
77
$4.05K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-35.4K- 2.01% |
$1.85M - $2.25M
|
1.73M
$91.1M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-35.5K- 52.65% |
$1.85M - $2.26M
|
31.9K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-37.1K- 68.78% |
$1.94M - $2.36M
|
16.9K
$887K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.3K- 11.67% |
$1.95M - $2.37M
|
282K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-38K- 84.43% |
$1.98M - $2.42M
|
7.01K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-40.1K- 62.76% |
$2.1M - $2.55M
|
23.8K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-40.2K- 19.63% |
$2.1M - $2.56M
|
164K
$8.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.4K- 69.42% |
$2.16M - $2.64M
|
18.2K
$960K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-41.6K- 90.05% |
$2.17M - $2.65M
|
4.6K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-44.4K- 85.96% |
$2.32M - $2.82M
|
7.25K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-48.1K- 34.47% |
$2.51M - $3.06M
|
91.4K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.3K- 3.29% |
$2.52M - $3.07M
|
1.42M
$74.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-48.7K- 24.78% |
$2.55M - $3.1M
|
148K
$7.78M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-49.4K- 75.53% |
$2.58M - $3.15M
|
16K
$843K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-49.7K- 28.28% |
$2.6M - $3.16M
|
126K
$6.64M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-52.9K- 3.61% |
$2.76M - $3.37M
|
1.41M
$74.4M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-53.1K- 15.95% |
$2.77M - $3.38M
|
280K
$14.7M
|