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 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
13.3K+ 14.56% |
$694K - $846K
|
105K
$5.5M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
13.2K+ 63.03% |
$691K - $842K
|
34.2K
$1.8M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
13K+ 2.75% |
$678K - $827K
|
485K
$25.5M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.6K+ 328.4% |
$656K - $800K
|
16.4K
$863K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.5KNew |
$654K - $797K
|
12.5K
$659K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 136.09% |
$635K - $773K
|
21.1K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$630K - $767K
|
12.1K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12K+ 132.48% |
$629K - $767K
|
21.1K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$619K - $755K
|
11.9K
$624K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 2.57% |
$610K - $743K
|
465K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.4KNew |
$593K - $723K
|
11.4K
$598K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
11.3K+ 8.91% |
$592K - $721K
|
139K
$7.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
11.1K+ 258.96% |
$581K - $708K
|
15.4K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
10.9K+ 8.71% |
$571K - $696K
|
136K
$7.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.9K+ 134.34% |
$568K - $692K
|
19K
$998K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.9KNew |
$568K - $692K
|
10.9K
$572K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
10.7KNew |
$558K - $679K
|
10.7K
$562K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 65.34% |
$556K - $677K
|
26.9K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.6K+ 12.51% |
$556K - $677K
|
95.7K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.3K+ 161.79% |
$536K - $653K
|
16.6K
$874K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
10.2K+ 26.06% |
$532K - $649K
|
49.3K
$2.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.2KNew |
$531K - $647K
|
10.2K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.97K+ 36.99% |
$520K - $634K
|
36.9K
$1.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
9.9K+ 6.38% |
$517K - $630K
|
165K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.83KNew |
$513K - $626K
|
9.83K
$517K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.83K+ 73.45% |
$513K - $626K
|
23.2K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
9.79K+ 106.99% |
$511K - $623K
|
18.9K
$997K
|
|
|
Apr 26, 2023
Q1 2023
|
Maple Brown Abbott LTD
|
BUY
|
- |
9.75K+ 0.88% |
$509K - $620K
|
1.12M
$58.9M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
9.54K+ 22.22% |
$498K - $607K
|
52.4K
$2.76M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
9.54K+ 22.22% |
$498K - $607K
|
52.4K
$2.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
9.47K+ 49.36% |
$495K - $603K
|
28.7K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
9.26KNew |
$484K - $589K
|
9.26K
$487K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
9.2K+ 15.12% |
$481K - $586K
|
70.1K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.19K+ 5.62% |
$480K - $585K
|
173K
$9.09M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.17KNew |
$479K - $584K
|
9.17K
$483K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
8.87K+ 51.39% |
$463K - $564K
|
26.1K
$1.38M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.74K+ 15610.71% |
$457K - $556K
|
8.8K
$463K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.7KNew |
$454K - $554K
|
8.7K
$458K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.7K+ 0.85% |
$454K - $554K
|
1.03M
$54.3M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.7K+ 0.85% |
$454K - $554K
|
1.03M
$54.3M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.64KNew |
$451K - $550K
|
8.64K
$455K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.63K+ 71.08% |
$451K - $549K
|
20.8K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.37K+ 19.43% |
$437K - $533K
|
51.5K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.17K+ 2.9% |
$427K - $520K
|
290K
$15.3M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8.12K+ 30.5% |
$424K - $517K
|
34.8K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
8.12KNew |
$424K - $516K
|
8.12K
$427K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.95K+ 21.88% |
$415K - $506K
|
44.3K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
7.91K+ 7.7% |
$413K - $504K
|
111K
$5.83M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.88K+ 23.84% |
$411K - $501K
|
40.9K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
7.85KNew |
$410K - $500K
|
7.85K
$413K
|