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 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5.88K- 32.53% |
$259K - $289K
|
12.2K
$663K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.96K- 49.63% |
$263K - $293K
|
6.05K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.99K- 5.35% |
$264K - $295K
|
106K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6K- 30.7% |
$265K - $295K
|
13.5K
$736K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-6.18K- 3.27% |
$273K - $304K
|
183K
$9.93M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-6.37K- 0.06% |
$281K - $313K
|
11.5M
$623M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-6.4K- 12.9% |
$283K - $315K
|
43.2K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.66K- 13.38% |
$294K - $328K
|
43.1K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.85K- 52.07% |
$303K - $337K
|
6.31K
$343K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-6.86K- 9.57% |
$303K - $337K
|
64.8K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.93K- 18.44% |
$306K - $341K
|
30.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.06K- 5.39% |
$312K - $347K
|
124K
$6.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.12K- 24.83% |
$314K - $350K
|
21.6K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.24K- 11.27% |
$320K - $356K
|
57K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.3K- 57.11% |
$322K - $359K
|
5.49K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.32K- 46.77% |
$323K - $360K
|
8.33K
$453K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.36K- 42.88% |
$325K - $362K
|
9.8K
$533K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.57K- 35.94% |
$334K - $372K
|
13.5K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-7.59K- 35.69% |
$335K - $373K
|
13.7K
$744K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.68K- 56.06% |
$339K - $378K
|
6.02K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.78K- 21.05% |
$344K - $383K
|
29.2K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-8.09K- 29.27% |
$357K - $398K
|
19.5K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-8.1K- 1.76% |
$358K - $398K
|
452K
$24.6M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-8.25K- 26.48% |
$364K - $406K
|
22.9K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.31K- 5.73% |
$367K - $409K
|
137K
$7.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.57K- 2.61% |
$378K - $421K
|
320K
$17.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.71K- 13.32% |
$385K - $428K
|
56.7K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9K- 15.39% |
$398K - $443K
|
49.5K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.25K- 11.09% |
$408K - $455K
|
74.1K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.93K- 32.62% |
$438K - $488K
|
20.5K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-10K- 43.48% |
$442K - $492K
|
13K
$707K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 1.64% |
$451K - $502K
|
613K
$33.3M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10.3K- 24.79% |
$455K - $507K
|
31.2K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-10.5K- 14.05% |
$463K - $516K
|
64.2K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-11.7K- 12.37% |
$518K - $577K
|
83.1K
$4.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-11.7K- 43.85% |
$518K - $578K
|
15K
$818K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-11.9K- 73.98% |
$525K - $585K
|
4.19K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 32.84% |
$543K - $605K
|
25.2K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.4K- 23.22% |
$549K - $612K
|
41.1K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-12.8K- 24.64% |
$567K - $632K
|
39.3K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-13.1K- 69.15% |
$578K - $644K
|
5.84K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13.6K- 35.68% |
$600K - $668K
|
24.5K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.6K- 13.91% |
$691K - $770K
|
96.9K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-16.1K- 64.59% |
$710K - $791K
|
8.81K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16.9K- 5.19% |
$746K - $832K
|
309K
$16.8M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-17.2K- 44.63% |
$757K - $844K
|
21.3K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.4K- 12.84% |
$768K - $856K
|
118K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-18.2K- 21.4% |
$803K - $894K
|
66.8K
$3.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-18.4K- 62.64% |
$811K - $904K
|
11K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-18.5K- 89.79% |
$817K - $911K
|
2.11K
$115K
|