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 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.1K+ 42.09% |
$137K - $152K
|
10.4K
$583K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.1K+ 5.94% |
$137K - $152K
|
55.2K
$3.08M
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.09K+ 10.99% |
$136K - $152K
|
31.2K
$1.74M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.06K+ 12.09% |
$135K - $150K
|
28.3K
$1.58M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.01K+ 15.12% |
$133K - $148K
|
22.9K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97K+ 1400.94% |
$131K - $146K
|
3.18K
$178K
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.94K+ 3.14% |
$130K - $144K
|
96.3K
$5.37M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.92K+ 8.31% |
$129K - $144K
|
38.1K
$2.13M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.9K+ 21.44% |
$128K - $143K
|
16.4K
$917K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.89K+ 7.61% |
$128K - $142K
|
40.8K
$2.28M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.74KNew |
$121K - $135K
|
2.74K
$153K
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.74K+ 7.19% |
$121K - $135K
|
40.8K
$2.27M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.69K+ 3.21% |
$119K - $133K
|
86.6K
$4.83M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.61K+ 46.11% |
$115K - $128K
|
8.28K
$462K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.57K+ 1.28% |
$114K - $127K
|
203K
$11.3M
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.56K+ 6.49% |
$113K - $126K
|
42K
$2.34M
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.55K+ 0.69% |
$113K - $125K
|
374K
$20.9M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.52K+ 9.99% |
$111K - $124K
|
27.8K
$1.55M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.5K+ 25.47% |
$111K - $123K
|
12.3K
$688K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.5K+ 25.51% |
$110K - $123K
|
12.3K
$686K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.49K+ 8.31% |
$110K - $122K
|
32.4K
$1.81M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.43KNew |
$107K - $120K
|
2.43K
$136K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.4K+ 26.17% |
$106K - $118K
|
11.6K
$645K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.39K+ 561.18% |
$105K - $117K
|
2.81K
$157K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 37.33% |
$104K - $116K
|
8.67K
$484K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.31K+ 48.09% |
$102K - $113K
|
7.1K
$396K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.28K+ 23.04% |
$101K - $112K
|
12.2K
$680K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.25KNew |
$99.5K - $111K
|
2.25K
$126K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.17K+ 37.58% |
$96K - $107K
|
7.96K
$444K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.14K+ 5.72% |
$94.6K - $105K
|
39.6K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.1K+ 7.29% |
$92.8K - $103K
|
30.9K
$1.73M
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.07K+ 4.66% |
$91.5K - $102K
|
46.6K
$2.6M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.06K+ 8.24% |
$90.9K - $101K
|
27K
$1.51M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.01K+ 0.41% |
$88.7K - $98.8K
|
490K
$27.3M
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2K+ 44.66% |
$88.2K - $98.3K
|
6.47K
$361K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.99K+ 43.38% |
$87.8K - $97.8K
|
6.57K
$367K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.98KNew |
$87.3K - $97.2K
|
1.98K
$110K
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.96K+ 1.13% |
$86.5K - $96.4K
|
175K
$9.77M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.88KNew |
$83.2K - $92.7K
|
1.88K
$105K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.87K+ 4.43% |
$82.3K - $91.7K
|
43.9K
$2.45M
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 23.6% |
$82.1K - $91.4K
|
9.74K
$543K
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.86K+ 9.99% |
$82K - $91.3K
|
20.4K
$1.14M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.84K+ 15.25% |
$81.4K - $90.7K
|
13.9K
$778K
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84K+ 30.8% |
$81K - $90.3K
|
7.79K
$435K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 48.37% |
$80.1K - $89.2K
|
5.56K
$311K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 316.34% |
$79.5K - $88.5K
|
2.37K
$132K
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.76K+ 7.47% |
$77.7K - $86.6K
|
25.3K
$1.41M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.72K+ 15.53% |
$75.8K - $84.5K
|
12.8K
$713K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.71K+ 8.66% |
$75.4K - $84K
|
21.4K
$1.2M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.68K+ 30.83% |
$74.1K - $82.6K
|
7.13K
$398K
|