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 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-545- 4.07% |
$26.7K - $32K
|
12.8K
$709K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-549- 0.97% |
$26.9K - $32.2K
|
56.1K
$3.1M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-551- 72.69% |
$27K - $32.3K
|
207
$11.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-583- 85.36% |
$28.6K - $34.2K
|
100
$5.53K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-596- 5.8% |
$29.2K - $35K
|
9.68K
$535K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-597- 38.62% |
$29.3K - $35K
|
949
$52.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-600- 2.74% |
$29.4K - $35.2K
|
21.3K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-600- 11.49% |
$29.4K - $35.2K
|
4.62K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-602- 11.33% |
$29.5K - $35.3K
|
4.71K
$261K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-621- 68.92% |
$30.4K - $36.4K
|
280
$15.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-622- 6.21% |
$30.5K - $36.5K
|
9.4K
$520K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-623- 12.31% |
$30.5K - $36.6K
|
4.44K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-630- 13.53% |
$30.9K - $37K
|
4.03K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-650- 2.65% |
$31.9K - $38.1K
|
23.8K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-652- 6.38% |
$32K - $38.3K
|
9.57K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-653- 7.53% |
$32K - $38.3K
|
8.02K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-662- 0.96% |
$32.5K - $38.8K
|
68.2K
$3.77M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-663- 4.49% |
$32.5K - $38.9K
|
14.1K
$780K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-671- 10.7% |
$32.9K - $39.4K
|
5.6K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-673- 10.79% |
$33K - $39.5K
|
5.57K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-683- 1.96% |
$33.5K - $40.1K
|
34.1K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-683- 2.38% |
$33.5K - $40.1K
|
28K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-693- 1.58% |
$34K - $40.7K
|
43.1K
$2.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-697- 2.7% |
$34.2K - $40.9K
|
25.2K
$1.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-704- 6.86% |
$34.5K - $41.3K
|
9.56K
$528K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-728- 3.26% |
$35.7K - $42.7K
|
21.6K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-735- 7.3% |
$36K - $43.1K
|
9.33K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-745- 4.06% |
$36.5K - $43.7K
|
17.6K
$973K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-756- 6.81% |
$37.1K - $44.4K
|
10.3K
$572K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-768- 1.36% |
$37.6K - $45.1K
|
55.6K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-774- 11.65% |
$37.9K - $45.4K
|
5.87K
$325K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-776- 1.23% |
$38K - $45.5K
|
62.4K
$3.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-792- 9.38% |
$38.8K - $46.5K
|
7.66K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-805- 6.43% |
$39.5K - $47.2K
|
11.7K
$647K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-812- 13.87% |
$39.8K - $47.6K
|
5.04K
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-828- 2.35% |
$40.6K - $48.6K
|
34.4K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-841- 2.26% |
$41.2K - $49.3K
|
36.4K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-845- 7.91% |
$41.4K - $49.6K
|
9.84K
$544K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-850- 2.42% |
$41.7K - $49.9K
|
34.3K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-850- 6.74% |
$41.7K - $49.9K
|
11.8K
$650K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-860- 17.64% |
$42.2K - $50.5K
|
4.02K
$222K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-862- 4.3% |
$42.3K - $50.6K
|
19.2K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-866- 74.08% |
$42.5K - $50.8K
|
303
$16.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-867- 12.4% |
$42.5K - $50.9K
|
6.13K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-867- 0.01% |
$42.5K - $50.9K
|
7.6M
$420M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-897- 15.5% |
$44K - $52.6K
|
4.89K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-898- 9.7% |
$44K - $52.7K
|
8.36K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-911- 11.98% |
$44.7K - $53.5K
|
6.69K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-919- 8.58% |
$45K - $53.9K
|
9.79K
$541K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-926- 16.17% |
$45.4K - $54.3K
|
4.8K
$265K
|