Purchases and Sales Made in Q1 2023 in Dominion Energy, Inc (D)

D Quotes by TradingView

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 17, 2023 Q1 2023
Xponance, Inc.

BUY
 -
7.79K
+ 5.88%
$407K - $495K
140K $7.51M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
7.77K
+ 1689.35%
$406K - $495K
8.23K $441K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
7.77K
+ 40.15%
$406K - $494K
27.1K $1.45M
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
7.74K
+ 27.5%
$404K - $493K
35.9K $1.92M
May 12, 2023 Q1 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
7.6K
+ 4.65%
$397K - $483K
171K $9.15M
May 02, 2023 Q1 2023
Nisa Investment Advisors, LLC

BUY
 -
7.49K
+ 6.24%
$391K - $477K
128K $6.84M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
7.36K
+ 46.04%
$384K - $468K
23.3K $1.25M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
7.33K
+ 6.7%
$383K - $466K
117K $6.25M
May 12, 2023 Q1 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
7.28K
New
$380K - $463K
7.28K $390K
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
7.23K
+ 17.11%
$378K - $460K
49.5K $2.65M
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
7.19K
+ 6.82%
$376K - $458K
113K $6.03M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
7.19K
+ 10.0%
$375K - $457K
79K $4.23M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
7.11K
New
$371K - $452K
7.11K $381K
May 12, 2023 Q1 2023
Prudential PLC

London, England, X0
BUY
 -
7.01K
+ 31.77%
$366K - $446K
29.1K $1.56M
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
6.9K
+ 1.58%
$360K - $439K
444K $23.8M
May 11, 2023 Q1 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
6.84K
+ 12.59%
$357K - $435K
61.2K $3.28M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.69K
+ 27.96%
$349K - $425K
30.6K $1.64M
Apr 25, 2023 Q1 2023
First Bank & Trust

BUY
 -
6.67K
+ 21.37%
$349K - $425K
37.9K $2.03M
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
6.46K
+ 98.33%
$337K - $411K
13K $698K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
6.46K
+ 40.26%
$337K - $411K
22.5K $1.21M
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
6.43K
+ 10.99%
$336K - $409K
65K $3.48M
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
6.12K
+ 21.74%
$320K - $390K
34.3K $1.84M
May 12, 2023 Q1 2023
Schnieders Capital Management LLC

BUY
 -
6K
+ 62.4%
$313K - $382K
15.6K $837K
Apr 24, 2023 Q1 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
5.97K
+ 13.84%
$312K - $380K
49.1K $2.63M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.95K
+ 17.43%
$311K - $378K
40.1K $2.15M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
5.84K
New
$305K - $371K
5.84K $313K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
5.73K
New
$299K - $364K
5.73K $307K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
5.67K
+ 58.01%
$296K - $361K
15.4K $827K
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
5.65K
New
$295K - $360K
5.65K $303K
Apr 13, 2023 Q1 2023
Bridge Creek Capital Management LLC

BUY
 -
5.65K
+ 10.44%
$295K - $359K
59.7K $3.2M
Apr 10, 2023 Q1 2023
Buttonwood Financial Advisors Inc.

BUY
 -
5.62K
+ 46.95%
$293K - $358K
17.6K $942K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
5.53K
+ 19.41%
$289K - $352K
34K $1.82M
May 15, 2023 Q1 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
5.53K
+ 10.86%
$289K - $352K
56.4K $3.02M
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
5.52K
New
$288K - $351K
5.52K $296K
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
5.42K
+ 24.84%
$283K - $345K
27.3K $1.46M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
5.4K
+ 96.12%
$282K - $343K
11K $590K
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
5.36K
+ 41.27%
$280K - $341K
18.4K $984K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
5.35K
+ 16.98%
$279K - $341K
36.9K $1.98M
May 11, 2023 Q1 2023
Shelton Capital Management

Denver, CO
BUY
 -
5.33K
+ 51.27%
$278K - $339K
15.7K $843K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
5.32K
+ 31.21%
$278K - $338K
22.4K $1.2M
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
BUY
 -
5.21K
+ 96.59%
$272K - $332K
10.6K $568K
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
5.11K
+ 30.08%
$267K - $325K
22.1K $1.18M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
4.98K
+ 5.38%
$260K - $317K
97.5K $5.22M
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
4.95K
+ 10.89%
$258K - $315K
50.4K $2.7M
May 15, 2023 Q1 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
4.92K
New
$257K - $313K
4.92K $264K
May 09, 2023 Q1 2023
Motco

BUY
 -
4.89K
+ 6.62%
$255K - $311K
78.8K $4.22M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
4.79K
New
$250K - $305K
4.79K $257K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4.78K
+ 24.63%
$249K - $304K
24.2K $1.3M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
4.77K
New
$249K - $303K
4.77K $256K

Track Institutional and Insider Activities on D

Follow DOMINION ENERGY, INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells D shares.

Notify only if

Insider Trading

Get notified when an Dominion Energy, Inc insider buys or sells D shares.

Notify only if

News

Receive news related to DOMINION ENERGY, INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on D