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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
76+ 223.53% |
$3.73K - $4.46K
|
110
$5.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
76+ 1.02% |
$3.73K - $4.46K
|
7.5K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
75+ 37.88% |
$3.68K - $4.4K
|
273
$14.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
69+ 9.68% |
$3.38K - $4.05K
|
782
$41.9K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
65+ 0.4% |
$3.19K - $3.81K
|
16.2K
$870K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
65+ 0.84% |
$3.19K - $3.81K
|
7.84K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
65+ 0.78% |
$3.19K - $3.81K
|
8.45K
$453K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
62New |
$3.04K - $3.64K
|
62
$3.32K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
60+ 0.69% |
$2.94K - $3.52K
|
8.7K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
60+ 0.58% |
$2.94K - $3.52K
|
10.4K
$555K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
60+ 0.95% |
$2.94K - $3.52K
|
6.38K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
55+ 0.23% |
$2.7K - $3.23K
|
24.3K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
54+ 0.26% |
$2.65K - $3.17K
|
20.8K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
53+ 0.36% |
$2.6K - $3.11K
|
14.8K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50+ 0.28% |
$2.45K - $2.93K
|
18.1K
$970K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
49+ 1.1% |
$2.4K - $2.88K
|
4.49K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
49+ 0.85% |
$2.4K - $2.88K
|
5.8K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
47+ 42.73% |
$2.3K - $2.76K
|
157
$8.41K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46+ 11.79% |
$2.25K - $2.7K
|
436
$23.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44New |
$2.16K - $2.58K
|
44
$2.36K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
43+ 20.19% |
$2.11K - $2.52K
|
256
$13.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.98% |
$2.06K - $2.46K
|
4.32K
$232K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42New |
$2.06K - $2.46K
|
42
$2.25K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.16% |
$1.91K - $2.29K
|
3.41K
$183K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
38+ 1.86% |
$1.86K - $2.23K
|
2.08K
$112K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
37+ 0.18% |
$1.81K - $2.17K
|
21.1K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 50.0% |
$1.81K - $2.17K
|
111
$5.95K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
34+ 15.81% |
$1.67K - $2K
|
249
$13.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 1.42% |
$1.67K - $2K
|
2.43K
$130K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
34New |
$1.67K - $2K
|
34
$1.82K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 8.88% |
$1.47K - $1.76K
|
368
$19.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28+ 24.14% |
$1.37K - $1.64K
|
144
$7.72K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27+ 0.67% |
$1.32K - $1.58K
|
4.06K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
26+ 0.53% |
$1.27K - $1.53K
|
4.95K
$265K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 1.42% |
$1.18K - $1.41K
|
1.72K
$92K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22+ 0.52% |
$1.08K - $1.29K
|
4.27K
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
21+ 0.46% |
$1.03K - $1.23K
|
4.59K
$246K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
21New |
$1.03K - $1.23K
|
21
$1.13K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20New |
$980 - $1.17K
|
20
$1.07K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.47% |
$980 - $1.17K
|
4.31K
$231K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.08% |
$931 - $1.11K
|
23.8K
$1.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
18+ 3.38% |
$882 - $1.06K
|
551
$29.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 1.09% |
$882 - $1.06K
|
1.68K
$89.8K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
17+ 0.27% |
$833 - $998
|
6.25K
$335K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17+ 0.35% |
$833 - $998
|
4.81K
$258K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
13New |
$637 - $763
|
13
$697
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
13+ 3.9% |
$637 - $763
|
346
$18.5K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.3% |
$588 - $704
|
4.04K
$217K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.5% |
$588 - $704
|
2.4K
$129K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 38.71% |
$588 - $704
|
43
$2.3K
|