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
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
26.4K+ 9.31% |
$1.38M - $1.68M
|
310K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26K+ 21.51% |
$1.36M - $1.65M
|
147K
$7.86M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26K+ 6.01% |
$1.36M - $1.65M
|
458K
$24.5M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25.7KNew |
$1.34M - $1.64M
|
25.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25KNew |
$1.31M - $1.59M
|
25K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
25K+ 36.93% |
$1.31M - $1.59M
|
92.7K
$4.97M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
24.4K+ 5.56% |
$1.28M - $1.55M
|
464K
$24.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.6KNew |
$1.23M - $1.5M
|
23.6K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23.6K+ 1104.36% |
$1.23M - $1.5M
|
25.7K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.4K+ 97.74% |
$1.17M - $1.43M
|
45.3K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
22.2K+ 56.25% |
$1.16M - $1.41M
|
61.7K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
21.8KNew |
$1.14M - $1.38M
|
21.8K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21.7KNew |
$1.13M - $1.38M
|
21.7K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
21.7K+ 6.42% |
$1.13M - $1.38M
|
359K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.5K+ 33.14% |
$1.12M - $1.37M
|
86.3K
$4.63M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
21.3K+ 1.95% |
$1.11M - $1.36M
|
1.12M
$59.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.3K+ 28.96% |
$1.11M - $1.36M
|
95K
$5.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
21.2K+ 155.81% |
$1.11M - $1.35M
|
34.9K
$1.87M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.2K+ 72.21% |
$1.11M - $1.35M
|
50.6K
$2.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
20.2K+ 8.59% |
$1.05M - $1.28M
|
255K
$13.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
20K+ 34.84% |
$1.04M - $1.27M
|
77.2K
$4.14M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.4K+ 20.14% |
$1.01M - $1.23M
|
116K
$6.2M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
19.4K+ 12.68% |
$1.01M - $1.23M
|
172K
$9.22M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
19.3K+ 10.17% |
$1.01M - $1.23M
|
209K
$11.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
18.9K+ 205.84% |
$985K - $1.2M
|
28K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
18.5K+ 14.13% |
$966K - $1.18M
|
149K
$8.01M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
18.4K+ 4.15% |
$962K - $1.17M
|
462K
$24.8M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 248.99% |
$960K - $1.17M
|
25.8K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
18.3KNew |
$953K - $1.16M
|
18.3K
$978K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
18K+ 8.98% |
$942K - $1.15M
|
219K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
18KNew |
$941K - $1.15M
|
18K
$966K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.9K+ 57.15% |
$935K - $1.14M
|
49.2K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.7K+ 25.2% |
$926K - $1.13M
|
88.1K
$4.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.5K+ 27.48% |
$916K - $1.12M
|
81.4K
$4.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
17.4K+ 4.5% |
$909K - $1.11M
|
404K
$21.7M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
17.1K+ 43.4% |
$894K - $1.09M
|
56.6K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
16.5K+ 32.29% |
$860K - $1.05M
|
67.5K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
16.3K+ 14.91% |
$849K - $1.03M
|
125K
$6.71M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
15.9K+ 395.86% |
$828K - $1.01M
|
19.9K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
15K+ 1390.65% |
$784K - $956K
|
16.1K
$863K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15K+ 1.55% |
$781K - $952K
|
982K
$52.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.9K+ 247.39% |
$778K - $949K
|
20.9K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.6K+ 2.01% |
$764K - $931K
|
744K
$39.9M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.5K+ 106.74% |
$759K - $925K
|
28.1K
$1.51M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
14.2K+ 38.44% |
$741K - $903K
|
51.1K
$2.74M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.1K+ 22.31% |
$736K - $897K
|
77.2K
$4.14M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.9KNew |
$726K - $885K
|
13.9K
$745K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
13.8K+ 8.03% |
$719K - $876K
|
185K
$9.93M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
13.5K+ 2.28% |
$704K - $857K
|
603K
$32.3M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$695K - $846K
|
13.3K
$713K
|