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 |
|---|---|---|---|---|---|---|---|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.9K+ 5.0% |
$99K - $121K
|
39.8K
$2.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.86K+ 149.72% |
$97.3K - $119K
|
3.11K
$167K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.86K+ 14.88% |
$97.1K - $118K
|
14.4K
$769K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 15.27% |
$96.2K - $117K
|
13.9K
$745K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 10.64% |
$95.5K - $116K
|
19K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.81K+ 8.34% |
$94.5K - $115K
|
23.5K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.79KNew |
$93.5K - $114K
|
1.79K
$95.9K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
1.77K+ 4.62% |
$92.6K - $113K
|
40.1K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.73K+ 38.75% |
$90.5K - $110K
|
6.21K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.72K+ 17.59% |
$90K - $110K
|
11.5K
$617K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.72K+ 40.78% |
$89.6K - $109K
|
5.92K
$317K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.69K+ 10.82% |
$88.3K - $108K
|
17.3K
$928K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.68K+ 10.5% |
$87.6K - $107K
|
17.7K
$947K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.66K+ 1.29% |
$86.9K - $106K
|
131K
$7M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.64K+ 18.61% |
$85.5K - $104K
|
10.4K
$559K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.62K+ 3.01% |
$84.7K - $103K
|
55.6K
$2.98M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.6K+ 1.83% |
$83.3K - $102K
|
88.8K
$4.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.57K+ 18.93% |
$82.1K - $100K
|
9.88K
$530K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.54K+ 10.51% |
$80.2K - $97.8K
|
16.1K
$865K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1.54K+ 10.51% |
$80.2K - $97.8K
|
16.1K
$865K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.52K+ 0.42% |
$79.1K - $96.4K
|
364K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 0.63% |
$76.8K - $93.6K
|
235K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 19.37% |
$76.6K - $93.4K
|
9.04K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.45K+ 16.39% |
$75.7K - $92.3K
|
10.3K
$552K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.44K+ 3.16% |
$75.4K - $91.8K
|
47.1K
$2.52M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.44K+ 3.94% |
$75.2K - $91.6K
|
38K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 22.26% |
$74.4K - $90.7K
|
7.83K
$419K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.38K+ 35.49% |
$71.9K - $87.6K
|
5.25K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.37K+ 22.11% |
$71.5K - $87.2K
|
7.57K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.36K+ 4.23% |
$71.2K - $86.7K
|
33.6K
$1.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.35K+ 10.4% |
$70.5K - $85.9K
|
14.3K
$768K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.34KNew |
$69.8K - $85K
|
1.34K
$71.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 14.55% |
$67.1K - $81.8K
|
10.1K
$542K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.28K+ 8.41% |
$67K - $81.7K
|
16.5K
$886K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.28K+ 3.05% |
$66.8K - $81.5K
|
43.2K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 54.75% |
$65.3K - $79.6K
|
3.53K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.23K+ 6.56% |
$64.4K - $78.5K
|
20K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.22K+ 31.72% |
$63.9K - $77.9K
|
5.08K
$272K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.22K+ 34.98% |
$63.8K - $77.7K
|
4.71K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.22K+ 16.68% |
$63.6K - $77.4K
|
8.51K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 9.99% |
$62.4K - $76K
|
13.2K
$705K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.18K+ 15.49% |
$61.8K - $75.3K
|
8.83K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.17KNew |
$61K - $74.4K
|
1.17K
$62.6K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16K+ 0.57% |
$60.6K - $73.8K
|
204K
$10.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.16K+ 5.37% |
$60.4K - $73.6K
|
22.7K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.15K+ 6.12% |
$60.1K - $73.2K
|
19.9K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.11K+ 6.18% |
$58.1K - $70.8K
|
19.1K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.76% |
$57.8K - $70.4K
|
12.4K
$666K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.11K+ 12.05% |
$57.7K - $70.3K
|
10.3K
$551K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.1K+ 30.86% |
$57.6K - $70.2K
|
4.68K
$251K
|