Purchases and Sales Made in Q2 2023 in Dominion Energy, Inc (D)
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 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
230+ 0.44% |
$11.3K - $13.5K
|
52.6K
$2.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
225+ 5.68% |
$11K - $13.2K
|
4.19K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
223+ 0.71% |
$10.9K - $13.1K
|
31.5K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
215+ 2.36% |
$10.5K - $12.6K
|
9.31K
$526K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
211New |
$10.3K - $12.4K
|
211
$11.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
204+ 0.27% |
$10K - $12K
|
76.5K
$4.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.8K - $11.7K
|
200
$11.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
196+ 1.41% |
$9.61K - $11.5K
|
14.1K
$798K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
195+ 19500.0% |
$9.56K - $11.4K
|
196
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
194+ 1.84% |
$9.51K - $11.4K
|
10.7K
$608K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
192+ 3.19% |
$9.41K - $11.3K
|
6.21K
$351K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
192+ 2.45% |
$9.41K - $11.3K
|
8.02K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
191+ 2.1% |
$9.36K - $11.2K
|
9.3K
$526K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
188+ 10.14% |
$9.22K - $11K
|
2.04K
$115K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
182+ 0.8% |
$8.92K - $10.7K
|
22.8K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
175+ 0.35% |
$8.58K - $10.3K
|
50.1K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
175+ 0.67% |
$8.58K - $10.3K
|
26.4K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
173+ 0.15% |
$8.48K - $10.2K
|
113K
$6.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
171+ 1.42% |
$8.38K - $10K
|
12.2K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
171+ 3.35% |
$8.38K - $10K
|
5.28K
$299K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
162+ 2.74% |
$7.94K - $9.51K
|
6.08K
$344K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
156+ 2.66% |
$7.65K - $9.15K
|
6.01K
$340K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
155+ 0.82% |
$7.6K - $9.1K
|
19.1K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
154New |
$7.55K - $9.04K
|
154
$8.71K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
153+ 1.62% |
$7.5K - $8.98K
|
9.61K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
152+ 1.68% |
$7.45K - $8.92K
|
9.18K
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
150+ 7.94% |
$7.35K - $8.8K
|
2.04K
$115K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 1.73% |
$7.06K - $8.45K
|
8.45K
$478K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
143+ 0.42% |
$7.01K - $8.39K
|
34.1K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
143+ 1.56% |
$7.01K - $8.39K
|
9.29K
$525K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
133+ 0.18% |
$6.52K - $7.8K
|
72.3K
$4.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
130+ 2.37% |
$6.37K - $7.63K
|
5.61K
$317K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
125+ 3.03% |
$6.13K - $7.34K
|
4.25K
$241K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
123+ 0.74% |
$6.03K - $7.22K
|
16.8K
$950K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
122+ 2.03% |
$5.98K - $7.16K
|
6.12K
$346K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
114+ 1.46% |
$5.59K - $6.69K
|
7.92K
$448K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
111+ 1.74% |
$5.44K - $6.51K
|
6.48K
$367K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
111+ 1.17% |
$5.44K - $6.51K
|
9.63K
$545K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
104+ 1.24% |
$5.1K - $6.1K
|
8.48K
$479K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 41.2% |
$5.05K - $6.04K
|
353
$20K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 7.14% |
$4.9K - $5.87K
|
1.5K
$84.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
89+ 0.84% |
$4.36K - $5.22K
|
10.7K
$604K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
88+ 0.47% |
$4.31K - $5.16K
|
18.7K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88+ 1.41% |
$4.31K - $5.16K
|
6.32K
$358K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
87+ 1.43% |
$4.26K - $5.11K
|
6.18K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84New |
$4.12K - $4.93K
|
84
$4.75K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
83New |
$4.07K - $4.87K
|
83
$4.69K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
81+ 38.57% |
$3.97K - $4.75K
|
291
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
79+ 1.72% |
$3.87K - $4.64K
|
4.66K
$263K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.93% |
$3.77K - $4.52K
|
8.35K
$472K
|