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 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-243- 0.46% |
$10.7K - $12K
|
52.1K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-244- 4.14% |
$10.8K - $12K
|
5.65K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-259- 28.12% |
$11.4K - $12.7K
|
662
$36.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-260- 5.11% |
$11.5K - $12.8K
|
4.83K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-261- 4.41% |
$11.5K - $12.8K
|
5.65K
$316K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-275- 3.37% |
$12.1K - $13.5K
|
7.88K
$440K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-277- 0.77% |
$12.2K - $13.6K
|
35.5K
$1.98M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-277- 1.84% |
$12.2K - $13.6K
|
14.8K
$825K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-281- 0.24% |
$12.4K - $13.8K
|
118K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-284- 65.59% |
$12.5K - $14K
|
149
$8.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-288- 1.64% |
$12.7K - $14.2K
|
17.3K
$965K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-288- 3.3% |
$12.7K - $14.2K
|
8.45K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-297- 3.04% |
$13.1K - $14.6K
|
9.48K
$529K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-300- 18.75% |
$13.2K - $14.8K
|
1.3K
$72.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-300- 6.37% |
$13.2K - $14.8K
|
4.41K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-300- 14.49% |
$13.2K - $14.8K
|
1.77K
$98.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300- 17.76% |
$13.2K - $14.8K
|
1.39K
$77.5K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-300- 2.0% |
$13.2K - $14.8K
|
14.7K
$822K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-303- 2.42% |
$13.4K - $14.9K
|
12.2K
$683K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-308- 6.11% |
$13.6K - $15.2K
|
4.73K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-310- 99.68% |
$13.7K - $15.2K
|
1
$55.8
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-311- 5.56% |
$13.7K - $15.3K
|
5.28K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-311- 0.91% |
$13.7K - $15.3K
|
33.8K
$1.88M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-320- 1.87% |
$14.1K - $15.7K
|
16.8K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-320- 6.72% |
$14.1K - $15.7K
|
4.45K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-325- 3.73% |
$14.3K - $16K
|
8.38K
$468K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-331- 3.48% |
$14.6K - $16.3K
|
9.19K
$513K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-333- 5.67% |
$14.7K - $16.4K
|
5.54K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-337- 1.18% |
$14.9K - $16.6K
|
28.3K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-339- 4.5% |
$15K - $16.7K
|
7.2K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-348- 2.38% |
$15.4K - $17.1K
|
14.3K
$796K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-350- 5.5% |
$15.5K - $17.2K
|
6.01K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-350- 5.3% |
$15.5K - $17.2K
|
6.26K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-354- 3.32% |
$15.6K - $17.4K
|
10.3K
$575K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-359- 4.37% |
$15.8K - $17.7K
|
7.85K
$438K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-378- 21.04% |
$16.7K - $18.6K
|
1.42K
$79.2K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-386- 7.52% |
$17K - $19K
|
4.75K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-391- 2.14% |
$17.3K - $19.2K
|
17.8K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-403- 1.51% |
$17.8K - $19.8K
|
26.2K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-409- 2.26% |
$18.1K - $20.1K
|
17.7K
$989K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-416- 5.92% |
$18.4K - $20.5K
|
6.61K
$369K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-419- 2.7% |
$18.5K - $20.6K
|
15.1K
$844K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-422- 2.83% |
$18.6K - $20.8K
|
14.5K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-424- 1.41% |
$18.7K - $20.9K
|
29.7K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-425- 30.91% |
$18.8K - $20.9K
|
950
$53K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-425- 4.45% |
$18.8K - $20.9K
|
9.13K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-425- 3.51% |
$18.8K - $20.9K
|
11.7K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-446- 2.28% |
$19.7K - $21.9K
|
19.1K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-446- -0.0% |
$19.7K - $21.9K
|
9.5M
$530M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-465- 91.36% |
$20.5K - $22.9K
|
44
$2.46K
|