Purchases and Sales Made in Q2 2023 in Dominion Energy, Inc (D)

D Quotes by TradingView

This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 2023. 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
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
225
+ 5.68%
$11K - $13.2K
4.19K $224K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
223
+ 0.71%
$10.9K - $13.1K
31.5K $1.69M
Jul 13, 2023 Q2 2023
Salvus Wealth Management, LLC

BUY
 -
215
+ 2.36%
$10.5K - $12.6K
9.31K $499K
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
211
New
$10.3K - $12.4K
211 $11.3K
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
204
+ 0.27%
$10K - $12K
76.5K $4.1M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
200
New
$9.8K - $11.7K
200 $10.7K
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

BUY
 -
196
+ 1.41%
$9.61K - $11.5K
14.1K $757K
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

BUY
 -
195
+ 19500.0%
$9.56K - $11.4K
196 $10.5K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
194
+ 1.84%
$9.51K - $11.4K
10.7K $576K
Aug 15, 2023 Q2 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
192
+ 3.19%
$9.41K - $11.3K
6.21K $333K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
191
+ 2.1%
$9.36K - $11.2K
9.3K $498K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
188
+ 10.14%
$9.22K - $11K
2.04K $109K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
182
+ 0.8%
$8.92K - $10.7K
22.8K $1.22M
Jul 27, 2023 Q2 2023
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
175
+ 0.35%
$8.58K - $10.3K
50.1K $2.69M
Aug 14, 2023 Q2 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
175
+ 0.67%
$8.58K - $10.3K
26.4K $1.41M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
173
+ 0.15%
$8.48K - $10.2K
113K $6.08M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
171
+ 1.42%
$8.38K - $10K
12.2K $653K
Aug 14, 2023 Q2 2023
Kingfisher Capital LLC

BUY
 -
171
+ 3.35%
$8.38K - $10K
5.28K $283K
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
162
+ 2.74%
$7.94K - $9.51K
6.08K $326K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
156
+ 2.66%
$7.65K - $9.15K
6.01K $322K
Jul 28, 2023 Q2 2023
Bull Street Advisors, LLC

BUY
 -
155
+ 0.82%
$7.6K - $9.1K
19.1K $1.02M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
154
New
$7.55K - $9.04K
154 $8.25K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
153
+ 1.62%
$7.5K - $8.98K
9.61K $515K
Aug 11, 2023 Q2 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
152
+ 1.68%
$7.45K - $8.92K
9.18K $492K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
150
+ 7.94%
$7.35K - $8.8K
2.04K $109K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
144
+ 1.73%
$7.06K - $8.45K
8.45K $453K
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
143
+ 0.42%
$7.01K - $8.39K
34.1K $1.83M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
143
+ 1.56%
$7.01K - $8.39K
9.29K $498K
Jul 31, 2023 Q2 2023
Trust CO Of Virginia

BUY
 -
133
+ 0.18%
$6.52K - $7.8K
72.3K $3.88M
Jul 24, 2023 Q2 2023
Diligent Investors, LLC

BUY
 -
130
+ 2.37%
$6.37K - $7.63K
5.61K $300K
Jul 20, 2023 Q2 2023
Chicago Capital, LLC

BUY
 -
125
+ 3.03%
$6.13K - $7.34K
4.25K $228K
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
123
+ 0.74%
$6.03K - $7.22K
16.8K $900K
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

BUY
 -
122
+ 2.03%
$5.98K - $7.16K
6.12K $328K
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
114
+ 1.46%
$5.59K - $6.69K
7.92K $424K
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
111
+ 1.74%
$5.44K - $6.51K
6.48K $347K
Jul 21, 2023 Q2 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
111
+ 1.17%
$5.44K - $6.51K
9.63K $516K
Jul 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
104
+ 1.24%
$5.1K - $6.1K
8.48K $454K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
103
+ 41.2%
$5.05K - $6.04K
353 $18.9K
Jul 19, 2023 Q2 2023
West Oak Capital, LLC

BUY
 -
100
+ 7.14%
$4.9K - $5.87K
1.5K $80.4K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
89
+ 0.84%
$4.36K - $5.22K
10.7K $573K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
88
+ 0.47%
$4.31K - $5.16K
18.7K $1M
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
88
+ 1.41%
$4.31K - $5.16K
6.32K $339K
Jul 07, 2023 Q2 2023
Fulcrum Equity Management

BUY
 -
87
+ 1.43%
$4.26K - $5.11K
6.18K $331K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
84
New
$4.12K - $4.93K
84 $4.5K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
83
New
$4.07K - $4.87K
83 $4.45K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
81
+ 38.57%
$3.97K - $4.75K
291 $15.6K
Aug 14, 2023 Q2 2023
Pointe Capital Management LLC

BUY
 -
79
+ 1.72%
$3.87K - $4.64K
4.66K $250K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
77
+ 0.93%
$3.77K - $4.52K
8.35K $447K
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
77
+ 0.19%
$3.77K - $4.52K
41.4K $2.22M

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