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 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.67K+ 28.84% |
$73.6K - $82K
|
7.44K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 25.95% |
$73.2K - $81.5K
|
8.04K
$449K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.58K+ 0.81% |
$69.8K - $77.8K
|
198K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.57K+ 18.79% |
$69.2K - $77.1K
|
9.91K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.56K+ 1.64% |
$68.8K - $76.7K
|
96.9K
$5.41M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52K+ 4.48% |
$67.2K - $74.8K
|
35.4K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.52K+ 2.75% |
$67K - $74.6K
|
56.7K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.51K+ 12.17% |
$66.7K - $74.3K
|
13.9K
$777K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.51K+ 11.63% |
$66.6K - $74.2K
|
14.5K
$808K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.5K+ 14.27% |
$66.3K - $73.8K
|
12K
$671K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.5K+ 1.29% |
$66.1K - $73.6K
|
118K
$6.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.49K+ 15.87% |
$65.7K - $73.2K
|
10.9K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.47K+ 27.51% |
$64.8K - $72.2K
|
6.81K
$380K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 31.36% |
$63.8K - $71.1K
|
6.05K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.43K+ 6.41% |
$62.9K - $70.1K
|
23.6K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.4K+ 9.86% |
$61.9K - $69K
|
15.6K
$872K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.36KNew |
$60.2K - $67.1K
|
1.36K
$76.1K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.34K+ 5.87% |
$59.2K - $66K
|
24.2K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.34K+ 5.99% |
$59.1K - $65.9K
|
23.7K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34K+ 5.74% |
$59.1K - $65.9K
|
24.7K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.33K+ 12.02% |
$58.8K - $65.5K
|
12.4K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.27K+ 52.17% |
$56.2K - $62.6K
|
3.71K
$207K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.25K+ 7.95% |
$55.1K - $61.4K
|
17K
$946K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.24K+ 9.83% |
$54.7K - $60.9K
|
13.8K
$773K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.23K+ 4.28% |
$54.1K - $60.3K
|
29.9K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.2K+ 19.89% |
$53K - $59K
|
7.23K
$404K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.19K+ 77.68% |
$52.5K - $58.5K
|
2.72K
$152K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 8.59% |
$52.1K - $58K
|
14.9K
$832K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.18K+ 0.34% |
$51.9K - $57.8K
|
345K
$19.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.17K+ 27.36% |
$51.6K - $57.5K
|
5.44K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.17K+ 4.77% |
$51.4K - $57.3K
|
25.6K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.12K+ 22.29% |
$49.4K - $55K
|
6.13K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 10.74% |
$46K - $51.3K
|
10.8K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.04K+ 0.3% |
$46K - $51.3K
|
350K
$19.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.03K+ 35.16% |
$45.3K - $50.4K
|
3.94K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.02K+ 161.49% |
$45K - $50.1K
|
1.65K
$92.1K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
1.01K+ 12.97% |
$44.8K - $49.9K
|
8.83K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.01K+ 15.25% |
$44.5K - $49.5K
|
7.61K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1K+ 7.47% |
$44.3K - $49.3K
|
14.4K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
993+ 0.83% |
$43.8K - $48.8K
|
120K
$6.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
974+ 14.3% |
$43K - $47.9K
|
7.79K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
965New |
$42.6K - $47.5K
|
965
$53.9K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
932New |
$41.1K - $45.8K
|
932
$52K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
931+ 1.49% |
$41.1K - $45.8K
|
63.4K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
929+ 9.35% |
$41K - $45.7K
|
10.9K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
913+ 14.41% |
$40.3K - $44.9K
|
7.25K
$405K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
909+ 2525.0% |
$40.1K - $44.7K
|
945
$52.7K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
894+ 13.4% |
$39.5K - $44K
|
7.57K
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
856+ 74.37% |
$37.8K - $42.1K
|
2.01K
$112K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
852+ 2.46% |
$37.6K - $41.9K
|
35.5K
$1.98M
|