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 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
848+ 17.19% |
$37.4K - $41.7K
|
5.78K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
848+ 1.84% |
$37.4K - $41.7K
|
47K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
835+ 0.44% |
$36.9K - $41.1K
|
191K
$10.7M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
829+ 1.7% |
$36.6K - $40.8K
|
49.5K
$2.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
819+ 25.81% |
$36.2K - $40.3K
|
3.99K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
819New |
$36.2K - $40.3K
|
819
$45.7K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
815+ 5.95% |
$36K - $40.1K
|
14.5K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
808+ 16.82% |
$35.7K - $39.7K
|
5.61K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
775+ 10.13% |
$34.2K - $38.1K
|
8.42K
$470K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
762+ 6.76% |
$33.6K - $37.5K
|
12K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
739+ 10.73% |
$32.6K - $36.4K
|
7.62K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
720+ 10.58% |
$31.8K - $35.4K
|
7.53K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
715+ 6.66% |
$31.6K - $35.2K
|
11.5K
$639K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
702+ 7.56% |
$31K - $34.5K
|
9.98K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
698+ 4.04% |
$30.8K - $34.3K
|
18K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
686+ 15.45% |
$30.3K - $33.7K
|
5.13K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
681+ 8.0% |
$30.1K - $33.5K
|
9.19K
$513K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
676+ 0.46% |
$29.8K - $33.3K
|
147K
$8.22M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
669+ 14.29% |
$29.5K - $32.9K
|
5.35K
$299K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
662+ 13.38% |
$29.2K - $32.6K
|
5.61K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
640+ 421.05% |
$28.3K - $31.5K
|
792
$44.2K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
640+ 2.93% |
$28.3K - $31.5K
|
22.5K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
631+ 4.07% |
$27.9K - $31K
|
16.1K
$900K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
631+ 9.54% |
$27.9K - $31K
|
7.25K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
621+ 3.07% |
$27.4K - $30.5K
|
20.9K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
615+ 6.3% |
$27.2K - $30.3K
|
10.4K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
612New |
$27K - $30.1K
|
612
$34.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
610New |
$26.9K - $30K
|
610
$34K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
600+ 12.11% |
$26.5K - $29.5K
|
5.56K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
600+ 300.0% |
$26.5K - $29.5K
|
800
$44.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
600+ 11.57% |
$26.5K - $29.5K
|
5.79K
$323K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
596+ 14.1% |
$26.3K - $29.3K
|
4.82K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
575+ 5.51% |
$25.4K - $28.3K
|
11K
$615K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
545+ 5.66% |
$24.1K - $26.8K
|
10.2K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
539+ 1.68% |
$23.8K - $26.5K
|
32.6K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
538+ 3.85% |
$23.8K - $26.5K
|
14.5K
$811K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
533+ 5.72% |
$23.5K - $26.2K
|
9.84K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
486+ 7.02% |
$21.5K - $23.9K
|
7.41K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
486+ 3.81% |
$21.5K - $23.9K
|
13.2K
$739K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
484New |
$21.4K - $23.8K
|
484
$27K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
474+ 7.13% |
$20.9K - $23.3K
|
7.13K
$398K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
469+ 147.95% |
$20.7K - $23.1K
|
786
$43.9K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
469+ 85.27% |
$20.7K - $23.1K
|
1.02K
$56.9K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
469+ 13.15% |
$20.7K - $23.1K
|
4.04K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
435+ 0.48% |
$19.2K - $21.4K
|
90.8K
$5.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
432+ 4.26% |
$19.1K - $21.3K
|
10.6K
$591K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
400+ 19.66% |
$17.7K - $19.7K
|
2.44K
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
400+ 4.39% |
$17.7K - $19.7K
|
9.51K
$531K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
390+ 4.13% |
$17.2K - $19.2K
|
9.84K
$549K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
387+ 5.9% |
$17.1K - $19K
|
6.94K
$387K
|