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 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-871- 5.52% |
$38.5K - $42.8K
|
14.9K
$831K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-881- 6.53% |
$38.9K - $43.3K
|
12.6K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 5.34% |
$39.7K - $44.3K
|
15.9K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-914- 15.08% |
$40.4K - $45K
|
5.15K
$287K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-917- 3.92% |
$40.5K - $45.1K
|
22.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-918- 0.94% |
$40.5K - $45.2K
|
96.8K
$5.4M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-925- 16.02% |
$40.8K - $45.5K
|
4.85K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-927- 1.77% |
$40.9K - $45.6K
|
51.5K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-953- 16.03% |
$42.1K - $46.9K
|
4.99K
$279K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-995- 98.71% |
$43.9K - $48.9K
|
13
$726
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-1K- 11.53% |
$44.2K - $49.2K
|
7.68K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1K- 18.42% |
$44.2K - $49.2K
|
4.43K
$247K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 13.25% |
$44.2K - $49.2K
|
6.55K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1K- 27.66% |
$44.2K - $49.3K
|
2.62K
$146K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.01K- 2.63% |
$44.8K - $49.9K
|
37.6K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.02K- 15.9% |
$45.2K - $50.3K
|
5.41K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.05K- 4.41% |
$46.4K - $51.6K
|
22.8K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.06K- 3.68% |
$46.7K - $52K
|
27.7K
$1.54M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.11K- 11.92% |
$49.1K - $54.7K
|
8.22K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.12K- 12.66% |
$49.3K - $54.9K
|
7.7K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.13K- 16.01% |
$49.8K - $55.5K
|
5.92K
$330K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.13K- 2.15% |
$49.8K - $55.5K
|
51.4K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.15K- 8.57% |
$50.9K - $56.7K
|
12.3K
$686K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.16K- 26.41% |
$51.2K - $57K
|
3.23K
$180K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.16K- 30.8% |
$51.2K - $57.1K
|
2.61K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.16K- 13.45% |
$51.2K - $57.1K
|
7.46K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.16K- 6.45% |
$51.2K - $57.1K
|
16.8K
$940K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.17K- 3.38% |
$51.7K - $57.6K
|
33.4K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.18K- 19.49% |
$52.1K - $58K
|
4.87K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 94.26% |
$52.9K - $59K
|
73
$4.07K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.2K- 50.48% |
$53K - $59.1K
|
1.18K
$65.7K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 5.13% |
$53.2K - $59.3K
|
22.3K
$1.24M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.23K- 22.86% |
$54.2K - $60.4K
|
4.14K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.28K- 10.13% |
$56.5K - $63K
|
11.4K
$634K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 10.19% |
$56.6K - $63.1K
|
11.3K
$631K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.32K- 70.26% |
$58.2K - $64.8K
|
558
$31.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 14.75% |
$58.2K - $64.9K
|
7.62K
$425K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.33K- 4.84% |
$58.8K - $65.5K
|
26.2K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.33K- 10.61% |
$58.8K - $65.5K
|
11.2K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.36K- 3.82% |
$59.9K - $66.8K
|
34.2K
$1.91M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.37K- 3.59% |
$60.5K - $67.4K
|
36.8K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.38K- 10.94% |
$61.1K - $68K
|
11.3K
$629K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.38K- 12.39% |
$61.1K - $68.1K
|
9.78K
$546K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.39K- 20.01% |
$61.3K - $68.3K
|
5.55K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 17.76% |
$63K - $70.2K
|
6.61K
$369K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.44K- 23.62% |
$63.6K - $70.9K
|
4.66K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.45K- 0.11% |
$63.9K - $71.2K
|
1.34M
$74.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.46K- 2.56% |
$64.4K - $71.8K
|
55.6K
$3.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.47K- 4.69% |
$64.7K - $72.1K
|
29.8K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.5K- 9.04% |
$66.2K - $73.8K
|
15.1K
$843K
|