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 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-40- 12.12% |
$1.96K - $2.35K
|
290
$16.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 0.31% |
$1.96K - $2.35K
|
12.7K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-40- 0.89% |
$1.96K - $2.35K
|
4.47K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-42- 0.42% |
$2.06K - $2.46K
|
10.1K
$563K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-42- 9.7% |
$2.06K - $2.46K
|
391
$21.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-43- 0.81% |
$2.11K - $2.52K
|
5.24K
$293K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-45- 2.91% |
$2.21K - $2.64K
|
1.5K
$83.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-45- 0.6% |
$2.21K - $2.64K
|
7.42K
$415K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 18.37% |
$2.21K - $2.64K
|
200
$11.2K
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-45- 0.6% |
$2.21K - $2.64K
|
7.42K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-50- 0.46% |
$2.45K - $2.93K
|
10.7K
$598K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-55- 1.0% |
$2.7K - $3.23K
|
5.46K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-55- 0.92% |
$2.7K - $3.23K
|
5.93K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-55- 0.52% |
$2.7K - $3.23K
|
10.5K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-56- 0.85% |
$2.75K - $3.29K
|
6.55K
$366K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57- 2.86% |
$2.79K - $3.34K
|
1.93K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-60- 1.12% |
$2.94K - $3.52K
|
5.3K
$296K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-62- 0.55% |
$3.04K - $3.64K
|
11.2K
$624K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 24.19% |
$3.28K - $3.93K
|
210
$11.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-71- 1.1% |
$3.48K - $4.17K
|
6.38K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-72- 1.1% |
$3.53K - $4.22K
|
6.45K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-73- 46.5% |
$3.58K - $4.28K
|
84
$4.69K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-73- 1.06% |
$3.58K - $4.28K
|
6.79K
$380K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-75- 0.33% |
$3.68K - $4.4K
|
22.9K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 0.91% |
$3.68K - $4.4K
|
8.16K
$456K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-80- 0.42% |
$3.92K - $4.69K
|
18.9K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-82- -0.0% |
$4.02K - $4.81K
|
1.82M
$102M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-91- 1.15% |
$4.46K - $5.34K
|
7.85K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-93- 11.25% |
$4.56K - $5.46K
|
734
$41K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-95- 1.05% |
$4.66K - $5.57K
|
8.95K
$500K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-99- 0.43% |
$4.85K - $5.81K
|
23.1K
$1.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 10.0% |
$4.9K - $5.87K
|
900
$50.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 0.58% |
$4.9K - $5.87K
|
17.1K
$955K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 2.69% |
$4.9K - $5.87K
|
3.62K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 0.64% |
$4.9K - $5.87K
|
15.6K
$874K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-100- 0.63% |
$4.9K - $5.87K
|
15.7K
$877K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-102- 77.86% |
$5K - $5.99K
|
29
$1.62K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-105- 0.86% |
$5.15K - $6.16K
|
12.2K
$679K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-105- 2.14% |
$5.15K - $6.16K
|
4.8K
$268K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-107- 24.43% |
$5.25K - $6.28K
|
331
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 0.22% |
$5.29K - $6.34K
|
49.6K
$2.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-110- 1.32% |
$5.39K - $6.45K
|
8.25K
$461K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-111- 18.17% |
$5.44K - $6.51K
|
500
$27.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-114- 0.05% |
$5.59K - $6.69K
|
246K
$13.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-115- 4.42% |
$5.64K - $6.75K
|
2.49K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-115- 1.19% |
$5.64K - $6.75K
|
9.54K
$533K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-120- 2.51% |
$5.88K - $7.04K
|
4.67K
$261K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-128- 0.39% |
$6.27K - $7.51K
|
32.4K
$1.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-130- 1.45% |
$6.37K - $7.63K
|
8.84K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-134- 3.2% |
$6.57K - $7.86K
|
4.05K
$226K
|