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 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23K+ 17.81% |
$1.01M - $1.13M
|
152K
$8.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.8K+ 2.91% |
$961K - $1.07M
|
770K
$41.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
21.4K+ 12.47% |
$944K - $1.05M
|
193K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.7K+ 8.97% |
$914K - $1.02M
|
251K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.6K+ 137.5% |
$864K - $962K
|
33.8K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
18.9K+ 72746.15% |
$835K - $930K
|
18.9K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
18.8K+ 5.49% |
$832K - $927K
|
362K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18.6K+ 32.48% |
$820K - $913K
|
75.7K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
17.4K+ 61.61% |
$768K - $856K
|
45.6K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
17.4K+ 151.75% |
$767K - $855K
|
28.8K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.4K+ 42.07% |
$767K - $854K
|
58.7K
$3.19M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
17K+ 38.03% |
$751K - $837K
|
61.8K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16.8K+ 1232.77% |
$742K - $827K
|
18.2K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.5K+ 198.64% |
$730K - $813K
|
24.9K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
16.4KNew |
$726K - $809K
|
16.4K
$894K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.3K+ 49.88% |
$721K - $804K
|
49.1K
$2.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16.3K+ 141.45% |
$718K - $800K
|
27.7K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.3K+ 14.07% |
$718K - $799K
|
132K
$7.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$717K - $799K
|
16.2K
$883K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 17.09% |
$713K - $795K
|
111K
$6.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
16.1K+ 41.15% |
$712K - $794K
|
55.4K
$3.01M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
15.8K+ 39.49% |
$698K - $778K
|
55.8K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
15.4KNew |
$680K - $758K
|
15.4K
$838K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
15.3KNew |
$675K - $753K
|
15.3K
$832K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.3KNew |
$675K - $752K
|
15.3K
$831K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.3K+ 350.25% |
$675K - $752K
|
19.6K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.2K+ 20.1% |
$671K - $748K
|
90.8K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
15.1KNew |
$667K - $744K
|
15.1K
$822K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.9K+ 6.08% |
$657K - $732K
|
259K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$654K - $728K
|
14.8K
$805K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
14.7KNew |
$649K - $723K
|
14.7K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 30.35% |
$648K - $722K
|
63K
$3.43M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
14.6K+ 10.86% |
$643K - $717K
|
149K
$8.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.7% |
$638K - $711K
|
2.07M
$112M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
14.4KNew |
$635K - $707K
|
14.4K
$782K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
14.4K+ 13.69% |
$634K - $707K
|
119K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$627K - $698K
|
14.2K
$772K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.8KNew |
$610K - $680K
|
13.8K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.6K+ 143.77% |
$599K - $668K
|
23K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
13.5K+ 68.55% |
$598K - $666K
|
33.3K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.4K+ 150.02% |
$591K - $659K
|
22.3K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
13.3K+ 15.2% |
$589K - $656K
|
101K
$5.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2K+ 4.43% |
$584K - $651K
|
312K
$17M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
13.1KNew |
$580K - $646K
|
13.1K
$714K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13K+ 5.36% |
$572K - $637K
|
255K
$13.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12.6K+ 31.13% |
$556K - $619K
|
53.1K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12.4K+ 2.43% |
$548K - $611K
|
523K
$28.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
12.3K+ 14.1% |
$544K - $606K
|
99.7K
$5.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
11.9K+ 10.18% |
$528K - $588K
|
129K
$7.03M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
11.7K+ 29.34% |
$516K - $575K
|
51.5K
$2.8M
|