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 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
6.49KNew |
$286K - $319K
|
6.49K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.45K+ 60.53% |
$285K - $317K
|
17.1K
$931K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.29K+ 20.58% |
$278K - $309K
|
36.8K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.16KNew |
$272K - $303K
|
6.16K
$335K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6KNew |
$265K - $295K
|
6K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.99KNew |
$264K - $294K
|
5.99K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.97KNew |
$264K - $294K
|
5.97K
$325K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.96K+ 20.99% |
$263K - $293K
|
34.4K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
5.81K+ 30.08% |
$257K - $286K
|
25.1K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.75K+ 0.63% |
$254K - $283K
|
926K
$50.3M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.72K+ 7.8% |
$253K - $281K
|
79.1K
$4.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.72K+ 99.74% |
$252K - $281K
|
11.4K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
5.67K+ 9.7% |
$251K - $279K
|
64.2K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.66KNew |
$250K - $278K
|
5.66K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.62KNew |
$248K - $276K
|
5.62K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.56K+ 133.28% |
$245K - $273K
|
9.72K
$529K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.53KNew |
$244K - $272K
|
5.53K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
5.51K+ 6.04% |
$243K - $271K
|
96.8K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.49K+ 14.36% |
$242K - $270K
|
43.7K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.45K+ 14.38% |
$241K - $268K
|
43.4K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
5.41KNew |
$239K - $266K
|
5.41K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.36KNew |
$237K - $264K
|
5.36K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.26K+ 77.16% |
$232K - $259K
|
12.1K
$657K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.18KNew |
$229K - $255K
|
5.18K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.13KNew |
$227K - $252K
|
5.13K
$279K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.09KNew |
$225K - $250K
|
5.09K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
4.99KNew |
$220K - $245K
|
4.99K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.85K+ 76.08% |
$214K - $239K
|
11.2K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.77KNew |
$211K - $235K
|
4.77K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.74KNew |
$209K - $233K
|
4.74K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.71K+ 2.0% |
$208K - $232K
|
240K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.64KNew |
$205K - $228K
|
4.64K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.6KNew |
$203K - $226K
|
4.6K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.59KNew |
$203K - $226K
|
4.59K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.55K+ 42.61% |
$201K - $224K
|
15.2K
$828K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.53K+ 63.14% |
$200K - $223K
|
11.7K
$637K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.52K+ 67.51% |
$200K - $222K
|
11.2K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.51KNew |
$199K - $222K
|
4.51K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
4.5KNew |
$199K - $221K
|
4.5K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.49K+ 3.61% |
$198K - $221K
|
129K
$6.99M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
4.48KNew |
$198K - $220K
|
4.48K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$196K - $218K
|
4.44K
$241K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.43KNew |
$195K - $218K
|
4.43K
$241K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.42K+ 20.2% |
$195K - $218K
|
26.3K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.39K+ 51.21% |
$194K - $216K
|
13K
$705K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.37K+ 7.86% |
$193K - $215K
|
60K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.33K+ 75.73% |
$191K - $213K
|
10K
$546K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.33KNew |
$191K - $213K
|
4.33K
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
4.29K+ 6.22% |
$189K - $211K
|
73.3K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.29KNew |
$189K - $211K
|
4.29K
$233K
|