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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.29% |
$88.3 - $98.4
|
682
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.82% |
$132 - $148
|
362
$20.2K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3- 0.01% |
$132 - $148
|
39.3K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.51% |
$177 - $197
|
775
$43.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6- 0.07% |
$265 - $295
|
8.56K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 1.76% |
$309 - $344
|
390
$21.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 0.76% |
$353 - $394
|
1.04K
$58K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8- 0.69% |
$353 - $394
|
1.15K
$64.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-9- 0.1% |
$397 - $443
|
9.31K
$520K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 3.2% |
$397 - $443
|
272
$15.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.62% |
$442 - $492
|
1.6K
$89.5K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 5.32% |
$442 - $492
|
178
$9.93K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-13- 17.81% |
$574 - $639
|
60
$3.35K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.15% |
$706 - $787
|
10.6K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 0.1% |
$751 - $836
|
17K
$951K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19- 0.2% |
$839 - $935
|
9.26K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20- 0.45% |
$883 - $984
|
4.44K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22- 7.94% |
$971 - $1.08K
|
255
$14.2K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 2.06% |
$1.1K - $1.23K
|
1.19K
$66.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-29- 4.77% |
$1.28K - $1.43K
|
579
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-33- 0.54% |
$1.46K - $1.62K
|
6.09K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-36- 0.68% |
$1.59K - $1.77K
|
5.26K
$293K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-37- 0.85% |
$1.63K - $1.82K
|
4.32K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 0.24% |
$1.77K - $1.97K
|
16.4K
$916K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-40- 0.42% |
$1.77K - $1.97K
|
9.42K
$526K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41- 0.93% |
$1.81K - $2.02K
|
4.39K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-41- 0.95% |
$1.81K - $2.02K
|
4.28K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-46- 0.75% |
$2.03K - $2.26K
|
6.06K
$338K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 0.27% |
$2.08K - $2.31K
|
17.1K
$955K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 3.19% |
$2.21K - $2.46K
|
1.52K
$84.7K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 1.17% |
$2.21K - $2.46K
|
4.22K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 0.97% |
$2.34K - $2.61K
|
5.4K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-53- 0.67% |
$2.34K - $2.61K
|
7.82K
$437K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-56- 12.73% |
$2.47K - $2.75K
|
384
$21.4K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-59- 0.28% |
$2.6K - $2.9K
|
20.8K
$1.16M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-63- 29.58% |
$2.78K - $3.1K
|
150
$8.37K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-66- 28.45% |
$2.91K - $3.25K
|
166
$9.26K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-66- 14.7% |
$2.91K - $3.25K
|
383
$21.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-66- 43.42% |
$2.91K - $3.25K
|
86
$4.8K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-68- 0.5% |
$3K - $3.34K
|
13.4K
$750K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-74- 9.16% |
$3.27K - $3.64K
|
734
$41K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.76% |
$3.31K - $3.69K
|
9.8K
$547K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-75- 1.44% |
$3.31K - $3.69K
|
5.13K
$286K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-79- 3.44% |
$3.49K - $3.89K
|
2.22K
$124K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-85- 1.59% |
$3.75K - $4.18K
|
5.25K
$293K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-91- 21.62% |
$4.02K - $4.48K
|
330
$18.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-92- 1.31% |
$4.06K - $4.53K
|
6.94K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-96- 1.07% |
$4.24K - $4.72K
|
8.92K
$498K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-96- 1.62% |
$4.24K - $4.72K
|
5.84K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-97- 1.98% |
$4.28K - $4.77K
|
4.8K
$268K
|