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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-97- 1.08% |
$4.28K - $4.77K
|
8.88K
$496K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-100- 1.3% |
$4.42K - $4.92K
|
7.62K
$425K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-100- 1.16% |
$4.42K - $4.92K
|
8.51K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.07% |
$4.42K - $4.92K
|
145K
$8.07M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-102- 77.86% |
$4.5K - $5.02K
|
29
$1.62K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-114- 1.16% |
$5.03K - $5.61K
|
9.71K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-119- 1.05% |
$5.25K - $5.85K
|
11.2K
$624K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-131- 0.37% |
$5.78K - $6.44K
|
35.3K
$1.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-136- 1.53% |
$6K - $6.69K
|
8.78K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-136- 1.8% |
$6K - $6.69K
|
7.42K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-137- 0.46% |
$6.05K - $6.74K
|
29.6K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-138- 1.76% |
$6.09K - $6.79K
|
7.72K
$431K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-140- 0.65% |
$6.18K - $6.89K
|
21.3K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-141- 3.05% |
$6.23K - $6.94K
|
4.48K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-145- 21.23% |
$6.4K - $7.13K
|
538
$30K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-145- 1.62% |
$6.4K - $7.13K
|
8.83K
$493K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-148- 20.82% |
$6.53K - $7.28K
|
563
$31.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-148- 24.14% |
$6.53K - $7.28K
|
465
$26K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 4.76% |
$6.62K - $7.38K
|
3K
$167K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-150- 1.03% |
$6.62K - $7.38K
|
14.4K
$803K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-152- 6.19% |
$6.71K - $7.48K
|
2.3K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-152- 2.23% |
$6.71K - $7.48K
|
6.66K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-156- 1.55% |
$6.89K - $7.67K
|
9.89K
$552K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-157- 23.19% |
$6.93K - $7.72K
|
520
$29K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-158- 1.2% |
$6.98K - $7.77K
|
13.1K
$729K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-165- 0.02% |
$7.28K - $8.12K
|
773K
$43.1M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.17% |
$7.37K - $8.21K
|
7.54K
$421K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-169- 3.69% |
$7.46K - $8.31K
|
4.41K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-170- 36.4% |
$7.51K - $8.36K
|
297
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-171- 2.97% |
$7.55K - $8.41K
|
5.59K
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-173- 7.78% |
$7.64K - $8.51K
|
2.05K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-175- 1.9% |
$7.73K - $8.61K
|
9.04K
$505K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-176- 3.61% |
$7.77K - $8.66K
|
4.7K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-179- 4.07% |
$7.9K - $8.81K
|
4.22K
$235K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-182- 3.69% |
$8.04K - $8.95K
|
4.76K
$265K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-182- 3.69% |
$8.04K - $8.95K
|
4.76K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-184- 0.96% |
$8.12K - $9.05K
|
19.1K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-191- 1.93% |
$8.43K - $9.4K
|
9.72K
$542K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200- 2.53% |
$8.83K - $9.84K
|
7.71K
$430K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 10.37% |
$8.83K - $9.84K
|
1.73K
$96.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-200Closed |
$8.83K - $9.84K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-200- 3.83% |
$8.83K - $9.84K
|
5.03K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-200- 12.14% |
$8.83K - $9.84K
|
1.45K
$80.8K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-206- 3.26% |
$9.09K - $10.1K
|
6.11K
$341K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-216- 3.34% |
$9.54K - $10.6K
|
6.25K
$349K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-224- 6.95% |
$9.89K - $11K
|
3K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-228- 2.3% |
$10.1K - $11.2K
|
9.71K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-236- 2.4% |
$10.4K - $11.6K
|
9.6K
$536K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-238- 6.56% |
$10.5K - $11.7K
|
3.39K
$189K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-240- 1.84% |
$10.6K - $11.8K
|
12.8K
$715K
|