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 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-155- 1.28% |
$7.6K - $9.1K
|
11.9K
$628K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-159- 5.08% |
$7.79K - $9.33K
|
2.97K
$157K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-159- 2.16% |
$7.79K - $9.33K
|
7.19K
$378K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-159- 2.13% |
$7.79K - $9.33K
|
7.32K
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-161- 1.82% |
$7.89K - $9.45K
|
8.67K
$456K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-162- 2.92% |
$7.94K - $9.51K
|
5.38K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-162- 8.09% |
$7.94K - $9.51K
|
1.84K
$96.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-169- 0.88% |
$8.28K - $9.92K
|
18.9K
$997K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-170- 7.26% |
$8.33K - $9.98K
|
2.17K
$114K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-175- 92.11% |
$8.58K - $10.3K
|
15
$789
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-175- 92.11% |
$8.58K - $10.3K
|
15
$789
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-180- 3.76% |
$8.82K - $10.6K
|
4.61K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-180- 3.76% |
$8.82K - $10.6K
|
4.61K
$242K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-181- 14.45% |
$8.87K - $10.6K
|
1.07K
$56.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-182- 36.11% |
$8.92K - $10.7K
|
322
$16.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-184- 2.08% |
$9.02K - $10.8K
|
8.68K
$457K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-190- 2.1% |
$9.31K - $11.1K
|
8.84K
$465K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-191- 3.9% |
$9.36K - $11.2K
|
4.71K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-191- 38.82% |
$9.36K - $11.2K
|
301
$15.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-194- 2.7% |
$9.51K - $11.4K
|
6.98K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-196- 3.89% |
$9.61K - $11.5K
|
4.84K
$255K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-198- 0.4% |
$9.71K - $11.6K
|
49.5K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-199- 1.74% |
$9.75K - $11.7K
|
11.2K
$590K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-200- 0.61% |
$9.8K - $11.7K
|
32.6K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-200- 1.65% |
$9.8K - $11.7K
|
11.9K
$628K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 50.38% |
$9.8K - $11.7K
|
197
$10.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-209- 4.93% |
$10.2K - $12.3K
|
4.03K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-209- 1.28% |
$10.2K - $12.3K
|
16.1K
$848K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-210- 4.79% |
$10.3K - $12.3K
|
4.17K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-210- 44.97% |
$10.3K - $12.3K
|
257
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-210- 2.69% |
$10.3K - $12.3K
|
7.61K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-218- 7.03% |
$10.7K - $12.8K
|
2.89K
$152K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-218- 1.86% |
$10.7K - $12.8K
|
11.5K
$604K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-220- 1.11% |
$10.8K - $12.9K
|
19.6K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 4.95% |
$12.1K - $14.4K
|
4.72K
$248K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-258- 33.33% |
$12.6K - $15.1K
|
516
$27.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-262- 0.5% |
$12.8K - $15.4K
|
51.8K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-267- 2.54% |
$13.1K - $15.7K
|
10.2K
$539K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-268- 2.74% |
$13.1K - $15.7K
|
9.52K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-268- 5.76% |
$13.1K - $15.7K
|
4.38K
$231K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-269- 10.24% |
$13.2K - $15.8K
|
2.36K
$124K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-278- 15.84% |
$13.6K - $16.3K
|
1.48K
$77.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-280- 4.15% |
$13.7K - $16.4K
|
6.47K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-282- 3.2% |
$13.8K - $16.5K
|
8.52K
$449K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-290- 4.68% |
$14.2K - $17K
|
5.91K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-291- 1.13% |
$14.3K - $17.1K
|
25.4K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-291- 1.13% |
$14.3K - $17.1K
|
25.5K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-295- 0.67% |
$14.5K - $17.3K
|
43.8K
$2.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-300- 3.13% |
$14.7K - $17.6K
|
9.3K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 0.82% |
$14.7K - $17.6K
|
36.3K
$1.91M
|