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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.5K- 13.88% |
$66.2K - $73.8K
|
9.3K
$519K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.52K- 11.18% |
$66.9K - $74.5K
|
12K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 3.36% |
$67.7K - $75.4K
|
44.1K
$2.46M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.59K- 15.65% |
$70.2K - $78.2K
|
8.57K
$478K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.6K- 17.71% |
$70.5K - $78.6K
|
7.42K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.66K- 9.0% |
$73.1K - $81.5K
|
16.8K
$935K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.7K- 11.56% |
$75.1K - $83.6K
|
13K
$726K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.7K- 7.7% |
$75.1K - $83.6K
|
20.4K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.7K- 19.19% |
$75.1K - $83.6K
|
7.16K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.71K- 2.31% |
$75.5K - $84.1K
|
72.3K
$4.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.71K- 14.36% |
$75.5K - $84.1K
|
10.2K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.73K- 7.81% |
$76.5K - $85.2K
|
20.4K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.74K- 4.61% |
$76.9K - $85.6K
|
36K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.74K- 1.84% |
$77K - $85.8K
|
93.2K
$5.2M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.78K- 6.82% |
$78.5K - $87.5K
|
24.3K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.78K- 10.87% |
$78.7K - $87.7K
|
14.6K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.78K- 2.34% |
$78.8K - $87.8K
|
74.6K
$4.16M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.8K- 25.65% |
$79.3K - $88.3K
|
5.21K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.82K- 26.17% |
$80.3K - $89.5K
|
5.13K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.83K- 1.44% |
$80.8K - $90K
|
125K
$6.99M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.84K- 0.57% |
$81.4K - $90.7K
|
320K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.86K- 21.03% |
$82.1K - $91.5K
|
6.98K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 17.14% |
$83.2K - $92.7K
|
9.11K
$508K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 3.75% |
$83.9K - $93.5K
|
48.7K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.91K- 8.39% |
$84.1K - $93.7K
|
20.8K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.92K- 8.86% |
$84.9K - $94.5K
|
19.8K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.94K- 14.7% |
$85.8K - $95.6K
|
11.3K
$629K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.95K- 8.58% |
$86.2K - $96K
|
20.8K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2K- 4.21% |
$88.3K - $98.3K
|
45.5K
$2.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2K- 87.18% |
$88.3K - $98.4K
|
294
$16.4K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2K- 21.74% |
$88.3K - $98.4K
|
7.2K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.08K- 6.39% |
$91.8K - $102K
|
30.5K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.1K- 14.39% |
$92.5K - $103K
|
12.5K
$695K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.12K- 11.94% |
$93.6K - $104K
|
15.6K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-2.13K- 81.35% |
$94K - $105K
|
488
$27.2K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.18K- 24.86% |
$96K - $107K
|
6.57K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 5.13% |
$96.2K - $107K
|
40.2K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.18K- 27.98% |
$96.2K - $107K
|
5.61K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.2K- 7.37% |
$97K - $108K
|
27.6K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.2K- 9.7% |
$97.1K - $108K
|
20.5K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.2K- 16.25% |
$97.2K - $108K
|
11.3K
$633K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.2K- 7.47% |
$97.3K - $108K
|
27.3K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.22K- 1.98% |
$97.8K - $109K
|
110K
$6.12M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.23K- 13.43% |
$98.4K - $110K
|
14.4K
$802K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.24K- 8.84% |
$98.7K - $110K
|
23.1K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.24K- 27.37% |
$99K - $110K
|
5.95K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.24K- 7.58% |
$99.1K - $110K
|
27.4K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.28K- 4.05% |
$101K - $112K
|
54K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.45K- 19.11% |
$108K - $121K
|
10.4K
$579K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.54K- 21.9% |
$112K - $125K
|
9.06K
$505K
|