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
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.68K+ 26.21% |
$244K - $298K
|
22.5K
$1.21M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.58KNew |
$239K - $292K
|
4.58K
$245K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
4.54KNew |
$237K - $289K
|
4.54K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.53K+ 49.58% |
$237K - $289K
|
13.7K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.48KNew |
$234K - $285K
|
4.48K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.45K+ 3.4% |
$232K - $283K
|
135K
$7.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$231K - $282K
|
4.43K
$237K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.41K+ 46.06% |
$230K - $280K
|
14K
$749K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.37K+ 25.23% |
$228K - $278K
|
21.7K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 15.82% |
$228K - $277K
|
31.9K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
4.29K+ 3.39% |
$224K - $273K
|
131K
$7M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.29KNew |
$224K - $273K
|
4.29K
$230K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.24K+ 6.9% |
$221K - $270K
|
65.6K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.21KNew |
$220K - $268K
|
4.21K
$226K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.2KNew |
$219K - $267K
|
4.2K
$225K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.18K+ 9.19% |
$218K - $266K
|
49.7K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.15K+ 39.58% |
$217K - $264K
|
14.6K
$784K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.07K+ 28.71% |
$213K - $259K
|
18.3K
$979K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.05K+ 2.25% |
$211K - $258K
|
184K
$9.86M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
4.05K+ 60.24% |
$211K - $257K
|
10.8K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.01K+ 3.66% |
$209K - $255K
|
113K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4K+ 0.89% |
$209K - $255K
|
456K
$24.5M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$209K - $255K
|
4K
$214K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.99K+ 15.93% |
$208K - $254K
|
29K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
3.98KNew |
$208K - $253K
|
3.98K
$213K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.96KNew |
$207K - $252K
|
3.96K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.95KNew |
$206K - $251K
|
3.95K
$212K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.94K+ 25.14% |
$206K - $251K
|
19.6K
$1.05M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.94KNew |
$206K - $251K
|
3.94K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.94K+ 94.94% |
$206K - $251K
|
8.09K
$433K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.91KNew |
$204K - $249K
|
3.91K
$209K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.9KNew |
$204K - $248K
|
3.9K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
3.88KNew |
$202K - $247K
|
3.88K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.86KNew |
$202K - $246K
|
3.86K
$207K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.85K+ 6.73% |
$201K - $245K
|
61K
$3.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.83KNew |
$200K - $244K
|
3.83K
$205K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.79KNew |
$198K - $241K
|
3.79K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.78K+ 10.05% |
$197K - $240K
|
41.4K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.77KNew |
$197K - $240K
|
3.77K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.77KNew |
$197K - $240K
|
3.77K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.76K+ 8.09% |
$196K - $239K
|
50.2K
$2.69M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.74K+ 19.5% |
$195K - $238K
|
22.9K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.73K+ 5.31% |
$195K - $238K
|
74.1K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.67K+ 45.23% |
$192K - $234K
|
11.8K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.64KNew |
$190K - $232K
|
3.64K
$195K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.63K+ 6.33% |
$189K - $231K
|
60.9K
$3.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.52K+ 29.97% |
$184K - $224K
|
15.2K
$817K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.47K+ 962.78% |
$181K - $221K
|
3.83K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.45K+ 54.25% |
$180K - $220K
|
9.81K
$526K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.24K+ 15.91% |
$169K - $206K
|
23.6K
$1.26M
|