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 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.26KNew |
$188K - $210K
|
4.26K
$232K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4.25KNew |
$188K - $209K
|
4.25K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4.2KNew |
$185K - $207K
|
4.2K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.2KNew |
$185K - $207K
|
4.2K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$185K - $206K
|
4.2K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.18K+ 8.84% |
$185K - $206K
|
51.5K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.17KNew |
$184K - $205K
|
4.17K
$227K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.17KNew |
$184K - $205K
|
4.17K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.15KNew |
$183K - $204K
|
4.15K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.15KNew |
$183K - $204K
|
4.15K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.14K+ 5.53% |
$183K - $203K
|
78.9K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.13K+ 45.34% |
$182K - $203K
|
13.2K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.12KNew |
$182K - $203K
|
4.12K
$224K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$180K - $201K
|
4.08K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.05K+ 55.68% |
$179K - $199K
|
11.3K
$615K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.04KNew |
$179K - $199K
|
4.04K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.01K+ 13.93% |
$177K - $197K
|
32.8K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4K+ 12.61% |
$177K - $197K
|
35.7K
$1.94M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.96KNew |
$175K - $195K
|
3.96K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.94K+ 15.85% |
$174K - $194K
|
28.8K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.89K+ 6.69% |
$172K - $192K
|
62.1K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.82K+ 15.27% |
$169K - $188K
|
28.8K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.79K+ 58.76% |
$167K - $187K
|
10.2K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.78K+ 420.96% |
$167K - $186K
|
4.67K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.75K+ 29.1% |
$166K - $185K
|
16.7K
$905K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.74K+ 1.35% |
$165K - $184K
|
281K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.72K+ 17.36% |
$164K - $183K
|
25.2K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.71K+ 39.55% |
$164K - $183K
|
13.1K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.63K+ 1.91% |
$160K - $178K
|
193K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.62K+ 58.49% |
$160K - $178K
|
9.82K
$534K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.6K+ 3.74% |
$159K - $177K
|
99.9K
$5.43M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.6K+ 8.28% |
$159K - $177K
|
47.1K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.59K+ 11.1% |
$159K - $177K
|
36K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.56K+ 21.73% |
$157K - $175K
|
19.9K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.53KNew |
$156K - $174K
|
3.53K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.51K+ 23.77% |
$155K - $173K
|
18.3K
$993K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.47K+ 26.59% |
$153K - $171K
|
16.5K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.45K+ 61.24% |
$152K - $170K
|
9.09K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.44K+ 101.38% |
$152K - $169K
|
6.84K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.4K+ 4.66% |
$150K - $167K
|
76.5K
$4.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.39K+ 48.7% |
$150K - $167K
|
10.3K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 307.35% |
$150K - $167K
|
4.49K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.33K+ 65.31% |
$147K - $164K
|
8.43K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.31K+ 36.63% |
$146K - $163K
|
12.3K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.31K+ 7.67% |
$146K - $163K
|
46.4K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.3K+ 11.95% |
$146K - $163K
|
31K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.21K+ 1.13% |
$142K - $158K
|
287K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.15K+ 64.64% |
$139K - $155K
|
8.03K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.14K+ 9.57% |
$139K - $154K
|
35.9K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.13K+ 18.53% |
$138K - $154K
|
20K
$1.09M
|