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
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.54K- 21.9% |
$112K - $125K
|
9.06K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.6K- 7.69% |
$115K - $128K
|
31.2K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.67K- 35.34% |
$118K - $131K
|
4.88K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.72K- 28.45% |
$120K - $134K
|
6.85K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.73K- 35.67% |
$120K - $134K
|
4.92K
$267K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.74K- 6.59% |
$121K - $135K
|
38.8K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.75K- 66.38% |
$121K - $135K
|
1.39K
$75.6K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.77K- 27.38% |
$122K - $136K
|
7.35K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.86K- 8.39% |
$126K - $140K
|
31.2K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.86K- 27.07% |
$126K - $141K
|
7.71K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.07K- 14.88% |
$136K - $151K
|
17.6K
$955K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.17K- 42.64% |
$140K - $156K
|
4.27K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.23K- 17.56% |
$143K - $159K
|
15.2K
$825K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.26K- 17.18% |
$144K - $161K
|
15.7K
$855K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.28K- 8.01% |
$145K - $161K
|
37.7K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.4K- 5.08% |
$150K - $167K
|
63.5K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.41K- 26.07% |
$150K - $168K
|
9.66K
$525K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-3.56K- 16.03% |
$157K - $175K
|
18.6K
$1.01M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.59K- 5.01% |
$158K - $176K
|
67.9K
$3.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.64K- 37.4% |
$161K - $179K
|
6.09K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.65K- 6.9% |
$161K - $180K
|
49.3K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.67K- 11.2% |
$162K - $180K
|
29.1K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.74K- 44.34% |
$165K - $184K
|
4.7K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.76K- 5.98% |
$166K - $185K
|
59.1K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.8K- 98.22% |
$168K - $187K
|
69
$3.75K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.87K- 4.87% |
$171K - $190K
|
75.6K
$4.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 20.44% |
$171K - $190K
|
15.1K
$819K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.93K- 28.94% |
$173K - $193K
|
9.64K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.93K- 8.99% |
$174K - $194K
|
39.8K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.94K- 12.25% |
$174K - $194K
|
28.2K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.95K- 6.96% |
$175K - $194K
|
52.9K
$2.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.97K- 19.09% |
$175K - $195K
|
16.8K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.14K- 5.13% |
$183K - $204K
|
76.5K
$4.16M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.22K- 31.31% |
$186K - $207K
|
9.25K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.29K- 3.7% |
$189K - $211K
|
112K
$6.07M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.34K- 3.67% |
$192K - $214K
|
114K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.4K- 3.5% |
$194K - $217K
|
121K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.41K- 4.45% |
$195K - $217K
|
94.6K
$5.14M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.48KClosed |
$198K - $221K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.62K- 0.98% |
$204K - $227K
|
466K
$25.3M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.75K- 43.07% |
$209K - $233K
|
6.27K
$341K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.9K- 10.41% |
$216K - $241K
|
42.2K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5K- 19.56% |
$221K - $246K
|
20.6K
$1.12M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5K- 19.56% |
$221K - $246K
|
20.6K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.14K- 13.88% |
$227K - $253K
|
31.9K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.2K- 2.88% |
$229K - $256K
|
175K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.31K- 46.7% |
$234K - $261K
|
6.06K
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5.38K- 21.34% |
$237K - $264K
|
19.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-5.53K- 3.35% |
$244K - $272K
|
159K
$8.67M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.82K- 6.87% |
$257K - $286K
|
78.8K
$4.28M
|