Purchases and Sales Made in Q1 2024 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 2024. 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 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
121+ 2.67% |
$5.34K - $5.95K
|
4.66K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
116New |
$5.12K - $5.71K
|
116
$6.31K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
114+ 1.33% |
$5.03K - $5.61K
|
8.7K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
106+ 0.55% |
$4.68K - $5.21K
|
19.5K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
103+ 20.28% |
$4.55K - $5.07K
|
611
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101+ 11.28% |
$4.46K - $4.97K
|
996
$54.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 2.76% |
$4.42K - $4.92K
|
3.72K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 4.17% |
$4.42K - $4.92K
|
2.5K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 54.35% |
$4.42K - $4.92K
|
284
$15.4K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100+ 5.26% |
$4.42K - $4.92K
|
2K
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
98+ 3.74% |
$4.33K - $4.82K
|
2.72K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
97New |
$4.28K - $4.77K
|
97
$5.27K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
97+ 1.16% |
$4.28K - $4.77K
|
8.47K
$461K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 1.36% |
$4.24K - $4.72K
|
7.15K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
86+ 1.37% |
$3.8K - $4.23K
|
6.34K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
85New |
$3.75K - $4.18K
|
85
$4.62K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
79+ 0.77% |
$3.49K - $3.89K
|
10.3K
$560K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
77+ 106.94% |
$3.4K - $3.79K
|
149
$8.1K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
74New |
$3.27K - $3.64K
|
74
$4.02K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
74+ 1.4% |
$3.27K - $3.64K
|
5.37K
$292K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
73+ 1.09% |
$3.22K - $3.59K
|
6.75K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
71+ 0.51% |
$3.13K - $3.49K
|
13.9K
$757K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
70+ 6.39% |
$3.09K - $3.44K
|
1.17K
$63.4K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
70+ 0.64% |
$3.09K - $3.44K
|
11K
$596K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
66New |
$2.91K - $3.25K
|
66
$3.59K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.25% |
$2.87K - $3.2K
|
26.6K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
62+ 1.32% |
$2.74K - $3.05K
|
4.77K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
58+ 0.65% |
$2.56K - $2.85K
|
9.05K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
56+ 0.49% |
$2.47K - $2.75K
|
11.4K
$621K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 0.38% |
$2.43K - $2.71K
|
14.5K
$788K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
54+ 7.79% |
$2.38K - $2.66K
|
747
$40.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
54+ 7.79% |
$2.38K - $2.66K
|
747
$40.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
53+ 0.28% |
$2.34K - $2.61K
|
19.1K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 32.52% |
$2.34K - $2.61K
|
216
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
51+ 21.34% |
$2.25K - $2.51K
|
290
$15.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 192.31% |
$2.21K - $2.46K
|
76
$4.13K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.21K - $2.46K
|
50
$2.72K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
46+ 0.69% |
$2.03K - $2.26K
|
6.67K
$363K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
46+ 0.24% |
$2.03K - $2.26K
|
18.8K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
42+ 30.88% |
$1.85K - $2.07K
|
178
$9.68K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
40+ 0.68% |
$1.77K - $1.97K
|
5.94K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
39+ 0.3% |
$1.72K - $1.92K
|
12.9K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38+ 0.25% |
$1.68K - $1.87K
|
15.4K
$838K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
37+ 14.29% |
$1.63K - $1.82K
|
296
$16.1K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 11.04% |
$1.5K - $1.67K
|
342
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33New |
$1.46K - $1.62K
|
33
$1.79K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31+ 1.37% |
$1.37K - $1.52K
|
2.3K
$125K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
31+ 0.48% |
$1.37K - $1.52K
|
6.55K
$356K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28+ 2.99% |
$1.24K - $1.38K
|
964
$52.4K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
28+ 0.05% |
$1.24K - $1.38K
|
53K
$2.88M
|