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 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.19K+ 34.32% |
$167K - $203K
|
12.5K
$670K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.16K+ 61.16% |
$165K - $201K
|
8.32K
$446K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.13K+ 6.23% |
$163K - $199K
|
53.4K
$2.86M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
3.12K+ 25.23% |
$163K - $199K
|
15.5K
$830K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.11K+ 5.54% |
$162K - $198K
|
59.3K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
3.02K+ 5.98% |
$158K - $192K
|
53.5K
$2.87M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.99K+ 131.89% |
$156K - $190K
|
5.26K
$282K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.96K+ 3.0% |
$154K - $188K
|
102K
$5.44M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.91K+ 18.58% |
$152K - $185K
|
18.6K
$996K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
2.9K+ 35.44% |
$152K - $185K
|
11.1K
$594K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.86K+ 9.15% |
$149K - $182K
|
34.1K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.83K+ 4.22% |
$148K - $180K
|
69.9K
$3.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.82K+ 36.13% |
$147K - $179K
|
10.6K
$569K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.81K+ 55.56% |
$147K - $179K
|
7.86K
$421K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.8K+ 559.2% |
$146K - $178K
|
3.3K
$177K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
2.76K+ 1.82% |
$144K - $176K
|
155K
$8.29M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.71K+ 18.7% |
$141K - $172K
|
17.2K
$920K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.71K+ 37.01% |
$141K - $172K
|
10K
$537K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.7K+ 0.79% |
$141K - $172K
|
345K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.61K+ 2.4% |
$136K - $166K
|
111K
$5.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.61K+ 7.81% |
$136K - $166K
|
36K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.59K+ 0.72% |
$135K - $165K
|
364K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.58K+ 8.55% |
$135K - $164K
|
32.8K
$1.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.58K+ 6.41% |
$135K - $164K
|
42.7K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.52K+ 7.32% |
$132K - $161K
|
37K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.48K+ 11.11% |
$130K - $158K
|
24.8K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.46K+ 11.83% |
$128K - $156K
|
23.2K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.44K+ 37.32% |
$127K - $155K
|
8.97K
$481K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.42K+ 22.09% |
$126K - $154K
|
13.4K
$717K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.4K+ 1.06% |
$125K - $153K
|
229K
$12.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 3.58% |
$120K - $147K
|
66.7K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.3K+ 33.58% |
$120K - $146K
|
9.14K
$490K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.3K+ 90.07% |
$120K - $146K
|
4.84K
$260K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
2.26K+ 7.61% |
$118K - $144K
|
32K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
2.25K+ 4.48% |
$117K - $143K
|
52.4K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.23K+ 39.86% |
$117K - $142K
|
7.83K
$420K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.18K+ 21.32% |
$114K - $139K
|
12.4K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.16K+ 18.9% |
$113K - $138K
|
13.6K
$729K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 0.8% |
$112K - $137K
|
271K
$14.5M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
2.12K+ 7.05% |
$111K - $135K
|
32.2K
$1.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12K+ 55.05% |
$110K - $135K
|
5.96K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.09K+ 3.24% |
$109K - $133K
|
66.5K
$3.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 9.28% |
$109K - $133K
|
24.5K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.01K+ 9.72% |
$105K - $128K
|
22.6K
$1.21M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.98K+ 1.32% |
$103K - $126K
|
152K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.95K+ 613.52% |
$102K - $124K
|
2.27K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.93K+ 23.29% |
$101K - $123K
|
10.2K
$547K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.9K+ 4.63% |
$99.2K - $121K
|
42.9K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.9K+ 17.75% |
$99.2K - $121K
|
12.6K
$675K
|