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 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
11.5K+ 283.04% |
$508K - $566K
|
15.6K
$870K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
11.4K+ 47.03% |
$503K - $561K
|
35.6K
$1.99M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11.3KNew |
$498K - $554K
|
11.3K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.2K+ 2.32% |
$494K - $551K
|
493K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.9K+ 23.52% |
$483K - $538K
|
57.5K
$3.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
10.7K+ 23.77% |
$472K - $526K
|
55.7K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$464K - $517K
|
10.5K
$587K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.3K+ 6.33% |
$454K - $506K
|
173K
$9.65M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10K+ 4.01% |
$444K - $494K
|
261K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
9.89K+ 79.07% |
$437K - $487K
|
22.4K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
9.8KNew |
$433K - $482K
|
9.8K
$547K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.64KNew |
$426K - $474K
|
9.64K
$538K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
9.55K+ 9.44% |
$422K - $470K
|
111K
$6.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.43K+ 4.24% |
$416K - $464K
|
232K
$12.9M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.35K+ 107.74% |
$413K - $460K
|
18K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.2K+ 77.27% |
$406K - $452K
|
21.1K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.07K+ 7.3% |
$400K - $446K
|
133K
$7.44M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.97K+ 5.86% |
$396K - $441K
|
162K
$9.05M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.91K+ 71.26% |
$393K - $438K
|
21.4K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
8.89K+ 4.69% |
$393K - $437K
|
198K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.66KNew |
$382K - $426K
|
8.66K
$483K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.57K+ 11.55% |
$378K - $422K
|
82.8K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.53K+ 1.84% |
$377K - $420K
|
472K
$26.3M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
8.24K+ 14.91% |
$364K - $405K
|
63.5K
$3.54M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
8.19KNew |
$362K - $403K
|
8.19K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.18K+ 13.01% |
$361K - $402K
|
71K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.12K+ 154.95% |
$358K - $399K
|
13.4K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
7.95KNew |
$351K - $391K
|
7.95K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.93K+ 755.33% |
$350K - $390K
|
8.98K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
7.9K+ 37.44% |
$349K - $389K
|
29K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.77K+ 70.58% |
$343K - $382K
|
18.8K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.67K+ 7.52% |
$339K - $377K
|
110K
$6.12M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.61KNew |
$336K - $374K
|
7.61K
$425K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.53K+ 1.5% |
$332K - $370K
|
509K
$28.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.41K+ 19.94% |
$327K - $365K
|
44.6K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.4K+ 23.15% |
$327K - $364K
|
39.4K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
7.36KNew |
$325K - $362K
|
7.36K
$411K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.05K+ 7.43% |
$311K - $347K
|
102K
$5.69M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.05K+ 237.27% |
$311K - $347K
|
10K
$559K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.97K+ 23.76% |
$308K - $343K
|
36.3K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.9KNew |
$305K - $339K
|
6.9K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
6.84KNew |
$302K - $337K
|
6.84K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.8K+ 44.43% |
$300K - $334K
|
22.1K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
6.75KNew |
$298K - $332K
|
6.75K
$377K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.69KNew |
$296K - $329K
|
6.69K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6.68KNew |
$295K - $329K
|
6.68K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
6.64K+ 4.51% |
$293K - $327K
|
154K
$8.59M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.6K+ 4.83% |
$291K - $324K
|
143K
$7.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
6.57K+ 34.08% |
$290K - $323K
|
25.8K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.54KNew |
$289K - $322K
|
6.54K
$365K
|