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 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-949- 8.38% |
$46.5K - $55.7K
|
10.4K
$556K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-962- 4.13% |
$47.2K - $56.5K
|
22.3K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-964- 1.77% |
$47.3K - $56.6K
|
53.6K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-975- 5.95% |
$47.8K - $57.2K
|
15.4K
$827K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-977- 73.13% |
$47.9K - $57.3K
|
359
$19.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-992- 2.66% |
$48.6K - $58.2K
|
36.4K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-997- 8.42% |
$48.9K - $58.5K
|
10.8K
$581K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-997- 13.75% |
$48.9K - $58.5K
|
6.25K
$335K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-999- 8.44% |
$49K - $58.6K
|
10.8K
$581K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.01K- 1.64% |
$49.7K - $59.4K
|
60.7K
$3.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.03K- 16.67% |
$50.2K - $60.1K
|
5.13K
$275K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.03K- 40.11% |
$50.6K - $60.6K
|
1.54K
$82.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.05K- 4.82% |
$51.3K - $61.4K
|
20.7K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-1.05K- 20.16% |
$51.6K - $61.7K
|
4.17K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.05K- 6.68% |
$51.7K - $61.8K
|
14.7K
$789K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.06K- 2.62% |
$52K - $62.3K
|
39.5K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.07K- 14.89% |
$52.5K - $62.9K
|
6.13K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.08K- 6.84% |
$53K - $63.5K
|
14.7K
$790K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.1K- 5.48% |
$53.8K - $64.4K
|
18.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.1K- 1.21% |
$53.9K - $64.5K
|
90.1K
$4.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-1.1K- 4.65% |
$53.9K - $64.5K
|
22.5K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.11K- 11.12% |
$54.2K - $64.8K
|
8.83K
$473K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 7.76% |
$55.6K - $66.6K
|
13.5K
$723K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1.15K- 5.62% |
$56.4K - $67.5K
|
19.3K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 3.97% |
$57.7K - $69.1K
|
28.5K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.18K- 6.76% |
$57.9K - $69.4K
|
16.3K
$874K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 89.34% |
$58.7K - $70.3K
|
143
$7.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.2K- 67.04% |
$58.8K - $70.4K
|
590
$31.6K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.2K- 3.79% |
$58.8K - $70.4K
|
30.4K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.21K- 7.95% |
$59.1K - $70.7K
|
14K
$748K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-1.21K- 3.82% |
$59.2K - $70.9K
|
30.4K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.22K- 9.21% |
$60K - $71.8K
|
12.1K
$646K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.23K- 13.27% |
$60.2K - $72.1K
|
8.03K
$430K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.27K- 7.87% |
$62.3K - $74.5K
|
14.9K
$797K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.28K- 8.12% |
$62.7K - $75.1K
|
14.5K
$776K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.28K- 5.46% |
$62.9K - $75.3K
|
22.2K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32K- 2.01% |
$64.6K - $77.3K
|
64.3K
$3.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.33K- 5.82% |
$65K - $77.8K
|
21.5K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.33K- 9.8% |
$65.2K - $78K
|
12.2K
$656K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.37K- 4.73% |
$67.1K - $80.3K
|
27.6K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.37K- 3.5% |
$67.2K - $80.4K
|
37.7K
$2.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.38K- 10.54% |
$67.4K - $80.7K
|
11.7K
$626K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.38K- 4.53% |
$67.7K - $81K
|
29.1K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.39K- 8.31% |
$68.2K - $81.7K
|
15.4K
$823K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.4K- 4.12% |
$68.8K - $82.4K
|
32.7K
$1.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.41K- 10.91% |
$69K - $82.6K
|
11.5K
$616K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 20.76% |
$69.4K - $83.1K
|
5.4K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.43K- 2.15% |
$70K - $83.9K
|
65.2K
$3.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.44K- 19.27% |
$70.3K - $84.2K
|
6.01K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.46K- 16.54% |
$71.3K - $85.4K
|
7.34K
$394K
|