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 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.1K
New
$57.4K - $70K
1.1K $57.9K
May 11, 2023 Q1 2023
Marco Investment Management LLC

BUY
 -
1.1K
+ 5.55%
$57.4K - $70K
20.9K $1.1M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
1.09K
+ 18.2%
$57.1K - $69.6K
7.1K $374K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
1.08K
+ 14.0%
$56.4K - $68.8K
8.81K $463K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.07K
+ 114.91%
$55.9K - $68.2K
2K $105K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.03K
+ 5.58%
$53.9K - $65.7K
19.5K $1.03M
May 15, 2023 Q1 2023
Capital World Investors

Los Angeles, CA
BUY
 -
1.03K
+ 0.05%
$53.6K - $65.4K
2.13M $112M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.02K
+ 4.44%
$53.3K - $64.9K
24K $1.26M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
1.01K
+ 7.23%
$52.7K - $64.3K
15K $788K
Apr 04, 2023 Q1 2023
Platform Technology Partners

BUY
 -
1.01K
+ 14.03%
$52.7K - $64.2K
8.2K $432K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
981
+ 20.62%
$51.2K - $62.4K
5.74K $302K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
973
+ 3.48%
$50.8K - $61.9K
28.9K $1.52M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
941
+ 3.05%
$49.1K - $59.9K
31.8K $1.67M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
934
+ 10.18%
$48.8K - $59.4K
10.1K $532K
Apr 18, 2023 Q1 2023
Keudell

BUY
 -
930
+ 10.42%
$48.6K - $59.2K
9.86K $519K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
929
+ 6.39%
$48.5K - $59.1K
15.5K $814K
Apr 25, 2023 Q1 2023
Hartford Financial Management Inc.

BUY
 -
922
+ 2.22%
$48.1K - $58.7K
42.5K $2.24M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
921
+ 5.66%
$48.1K - $58.6K
17.2K $905K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
915
New
$47.8K - $58.2K
915 $48.2K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
902
+ 9.98%
$47.1K - $57.4K
9.94K $523K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
884
+ 79.86%
$46.2K - $56.3K
1.99K $105K
Apr 24, 2023 Q1 2023
Everett Harris & CO

BUY
 -
880
+ 2.82%
$46K - $56K
32.1K $1.69M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
865
+ 5.84%
$45.2K - $55K
15.7K $825K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
836
+ 7.26%
$43.7K - $53.2K
12.4K $650K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
833
+ 102.21%
$43.5K - $53K
1.65K $86.7K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
823
+ 2.15%
$43K - $52.4K
39.1K $2.06M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
821
+ 16.94%
$42.9K - $52.2K
5.67K $298K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
818
+ 23.88%
$42.7K - $52.1K
4.24K $223K
May 10, 2023 Q1 2023
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
817
+ 2.59%
$42.7K - $52K
32.3K $1.7M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
815
+ 6.84%
$42.6K - $51.9K
12.7K $670K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
815
+ 6.84%
$42.6K - $51.9K
12.7K $670K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
813
+ 6.08%
$42.5K - $51.7K
14.2K $747K
May 15, 2023 Q1 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
813
+ 8.12%
$42.5K - $51.7K
10.8K $569K
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
812
+ 0.37%
$42.4K - $51.7K
218K $11.5M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

BUY
 -
806
+ 2.05%
$42.1K - $51.3K
40.1K $2.11M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
804
+ 18.29%
$42K - $51.2K
5.2K $274K
May 04, 2023 Q1 2023
Oregon Public Employees Retirement Fund

BUY
 -
802
+ 1.26%
$41.9K - $51K
64.6K $3.4M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
800
+ 133.33%
$41.8K - $50.9K
1.4K $73.7K
May 12, 2023 Q1 2023
Apriem Advisors

Irvine, CA
BUY
 -
800
+ 18.86%
$41.8K - $50.9K
5.04K $265K
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
800
New
$41.8K - $50.9K
800 $42.1K
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
795
+ 94.42%
$41.5K - $50.6K
1.64K $86.2K
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
790
+ 2.27%
$41.3K - $50.3K
35.5K $1.87M
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
788
+ 12.96%
$41.1K - $50.1K
6.87K $361K
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
778
+ 17.5%
$40.6K - $49.5K
5.22K $275K
Apr 17, 2023 Q1 2023
First National Bank Of South Miami

BUY
 -
758
New
$39.6K - $48.2K
758 $39.9K
Apr 25, 2023 Q1 2023
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
750
+ 8.27%
$39.2K - $47.7K
9.82K $517K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
733
+ 6.34%
$38.3K - $46.6K
12.3K $647K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
723
+ 4.65%
$37.8K - $46K
16.3K $857K
May 15, 2023 Q1 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
723
+ 4.17%
$37.8K - $46K
18.1K $950K

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