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
|
Wedbush Securities Inc
|
SELL
|
- |
-301- 2.2% |
$14.8K - $17.7K
|
13.4K
$717K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-304- 15.23% |
$14.9K - $17.8K
|
1.69K
$90.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-310- 2.92% |
$15.2K - $18.2K
|
10.3K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-318- 1.55% |
$15.6K - $18.7K
|
20.2K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-320- 4.68% |
$15.7K - $18.8K
|
6.52K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-320- 1.02% |
$15.7K - $18.8K
|
31K
$1.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-321- 2.07% |
$15.7K - $18.8K
|
15.2K
$814K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-329- 13.31% |
$16.1K - $19.3K
|
2.14K
$115K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-345- 5.2% |
$16.9K - $20.2K
|
6.29K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-353- 1.82% |
$17.3K - $20.7K
|
19K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-356- 2.87% |
$17.5K - $20.9K
|
12K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-362- 1.25% |
$17.7K - $21.2K
|
28.7K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-363- 5.74% |
$17.8K - $21.3K
|
5.96K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-364- 5.51% |
$17.8K - $21.4K
|
6.24K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-368- 7.29% |
$18K - $21.6K
|
4.68K
$251K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-371- 0.75% |
$18.2K - $21.8K
|
48.9K
$2.62M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-375- 7.86% |
$18.4K - $22K
|
4.4K
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-387- 3.8% |
$19K - $22.7K
|
9.79K
$524K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-393- 3.86% |
$19.3K - $23.1K
|
9.78K
$524K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 8.42% |
$19.6K - $23.5K
|
4.35K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-400- 2.01% |
$19.6K - $23.5K
|
19.5K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-402- 2.8% |
$19.7K - $23.6K
|
14K
$748K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-412- 5.7% |
$20.2K - $24.2K
|
6.82K
$365K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-425- 6.02% |
$20.8K - $24.9K
|
6.63K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$843K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$843K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-429- 5.37% |
$21K - $25.2K
|
7.57K
$405K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-432- 1.29% |
$21.2K - $25.3K
|
33.2K
$1.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-434- 8.21% |
$21.3K - $25.5K
|
4.85K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-434- 0.98% |
$21.3K - $25.5K
|
43.8K
$2.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-443- 6.16% |
$21.7K - $26K
|
6.75K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-448- 1.61% |
$22K - $26.3K
|
27.5K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-454- 1.8% |
$22.3K - $26.6K
|
24.7K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-460- 75.41% |
$22.5K - $27K
|
150
$8.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-476- 3.65% |
$23.3K - $27.9K
|
12.6K
$673K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-477- 2.91% |
$23.4K - $28K
|
15.9K
$852K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-477- 32.81% |
$23.4K - $28K
|
977
$52.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-485- 2.18% |
$23.8K - $28.5K
|
21.8K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-488- 8.5% |
$23.9K - $28.6K
|
5.25K
$281K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-488- 8.5% |
$23.9K - $28.6K
|
5.25K
$281K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-490- 8.36% |
$24K - $28.8K
|
5.37K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-495- 6.2% |
$24.3K - $29K
|
7.49K
$401K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-498- 25.67% |
$24.4K - $29.2K
|
1.44K
$77.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-500- 5.39% |
$24.5K - $29.3K
|
8.78K
$470K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-515- 0.31% |
$25.2K - $30.2K
|
165K
$8.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-532- 3.74% |
$26.1K - $31.2K
|
13.7K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-537- 2.75% |
$26.3K - $31.5K
|
19K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-542- 10.24% |
$26.6K - $31.8K
|
4.75K
$255K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-542- 10.24% |
$26.6K - $31.8K
|
4.75K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-544- 33.23% |
$26.7K - $31.9K
|
1.09K
$58.6K
|