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 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-500- 3.04% |
$22.1K - $24.6K
|
15.9K
$920K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-500- 24.69% |
$22.1K - $24.6K
|
1.53K
$88K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 3.43% |
$22.1K - $24.6K
|
14.1K
$813K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-518- 1.77% |
$22.9K - $25.5K
|
28.7K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-528- 3.68% |
$23.3K - $26K
|
13.8K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-544- 3.75% |
$24K - $26.8K
|
14K
$805K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-546- 37.76% |
$24.1K - $26.9K
|
900
$51.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-547- 19.17% |
$24.2K - $26.9K
|
2.31K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-565- 5.84% |
$24.9K - $27.8K
|
9.11K
$526K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-582- 1.43% |
$25.7K - $28.6K
|
40K
$2.31M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-582- 36.26% |
$25.7K - $28.6K
|
1.02K
$59K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-597- 21.23% |
$26.4K - $29.4K
|
2.22K
$128K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-600- 7.34% |
$26.5K - $29.5K
|
7.58K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-600- 43.6% |
$26.5K - $29.5K
|
776
$44.8K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-602- 6.48% |
$26.6K - $29.6K
|
8.69K
$501K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-603- 4.31% |
$26.6K - $29.7K
|
13.4K
$773K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-604- 0.28% |
$26.7K - $29.7K
|
212K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-609- 5.51% |
$26.9K - $30K
|
10.4K
$602K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-617- 22.76% |
$27.2K - $30.4K
|
2.09K
$121K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-621- 4.49% |
$27.4K - $30.5K
|
13.2K
$763K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-624- 6.56% |
$27.5K - $30.7K
|
8.89K
$513K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-626- 11.59% |
$27.6K - $30.8K
|
4.77K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-631- 13.6% |
$27.9K - $31K
|
4.01K
$231K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-632- 8.74% |
$27.9K - $31.1K
|
6.6K
$381K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-646- 0.64% |
$28.5K - $31.8K
|
99.6K
$5.75M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-649- 2.84% |
$28.7K - $31.9K
|
22.2K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-650- 10.96% |
$28.7K - $32K
|
5.28K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-650- 7.23% |
$28.7K - $32K
|
8.34K
$481K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-655- 1.7% |
$28.9K - $32.2K
|
37.8K
$2.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-658- 8.18% |
$29.1K - $32.4K
|
7.39K
$426K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-663- 3.09% |
$29.3K - $32.6K
|
20.8K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-700- 5.96% |
$30.9K - $34.4K
|
11K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-711- 12.79% |
$31.4K - $35K
|
4.85K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-713- 2.34% |
$31.5K - $35.1K
|
29.7K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-735- 1.62% |
$32.5K - $36.2K
|
44.6K
$2.58M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-735- 23.68% |
$32.5K - $36.2K
|
2.37K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-740- 14.11% |
$32.7K - $36.4K
|
4.5K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-742- 3.64% |
$32.8K - $36.5K
|
19.6K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-750- 8.74% |
$33.1K - $36.9K
|
7.84K
$452K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-759- 5.29% |
$33.5K - $37.3K
|
13.6K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-759- 16.79% |
$33.5K - $37.3K
|
3.76K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-763- 15.31% |
$33.7K - $37.5K
|
4.22K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-800- 4.16% |
$35.3K - $39.4K
|
18.4K
$1.06M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-825- 5.95% |
$36.4K - $40.6K
|
13K
$752K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-834- 13.11% |
$36.8K - $41K
|
5.53K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-840- 5.61% |
$37.1K - $41.3K
|
14.1K
$816K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-855- 6.42% |
$37.7K - $42.1K
|
12.5K
$720K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-871- 5.52% |
$38.5K - $42.8K
|
14.9K
$860K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-881- 6.53% |
$38.9K - $43.3K
|
12.6K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 5.34% |
$39.7K - $44.3K
|
15.9K
$920K
|