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 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.5% |
$588 - $704
|
2.4K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 38.71% |
$588 - $704
|
43
$2.4K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$441 - $528
|
9
$503
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
8+ 0.01% |
$392 - $469
|
82.1K
$4.59M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 0.09% |
$343 - $411
|
7.54K
$421K
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.18% |
$343 - $411
|
3.88K
$217K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
6+ 0.14% |
$294 - $352
|
4.29K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6+ 0.12% |
$294 - $352
|
5.05K
$282K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.99% |
$245 - $293
|
509
$28.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
5+ 0.0% |
$245 - $293
|
135K
$7.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.59% |
$196 - $235
|
677
$37.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.81% |
$196 - $235
|
498
$27.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$196 - $235
|
8.33K
$465K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3+ 1.09% |
$147 - $176
|
277
$15.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.03% |
$147 - $176
|
9.83K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$98 - $117
|
12
$671
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2+ 0.04% |
$98 - $117
|
4.68K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.52% |
$98 - $117
|
134
$7.49K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$98 - $117
|
681
$38.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.99% |
$98 - $117
|
205
$11.5K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.9% |
$98 - $117
|
224
$12.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$49 - $58.7
|
17.2K
$960K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.39% |
$49 - $58.7
|
255
$14.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.0% |
$49 - $58.7
|
21.7K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 2.38% |
$49 - $58.7
|
43
$2.4K
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.8% |
$49 - $58.7
|
126
$7.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 3.45% |
$49 - $58.7
|
28
$1.56K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1- 0.05% |
$49 - $58.7
|
2.09K
$117K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$49 - $58.7
|
13.8K
$770K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 5.0% |
$98 - $117
|
38
$2.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2- 0.05% |
$98 - $117
|
3.9K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2- 0.21% |
$98 - $117
|
942
$52.6K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2- 0.05% |
$98 - $117
|
3.9K
$218K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2Closed |
$98 - $117
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 15.38% |
$196 - $235
|
22
$1.23K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.01% |
$196 - $235
|
392
$21.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5- 0.22% |
$245 - $293
|
2.23K
$125K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5- 0.22% |
$245 - $293
|
2.23K
$125K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-15- 0.21% |
$735 - $880
|
7.27K
$406K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-16- 0.97% |
$784 - $939
|
1.64K
$91.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16- 5.44% |
$784 - $939
|
278
$15.5K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-17- 2.12% |
$833 - $998
|
785
$43.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 26.67% |
$980 - $1.17K
|
55
$3.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-23- 0.29% |
$1.13K - $1.35K
|
7.83K
$438K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-24- 0.45% |
$1.18K - $1.41K
|
5.33K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 0.87% |
$1.18K - $1.41K
|
2.72K
$152K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25- 6.38% |
$1.23K - $1.47K
|
367
$20.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 20.0% |
$1.23K - $1.47K
|
100
$5.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-34- 0.37% |
$1.67K - $2K
|
9.18K
$513K
|