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
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.5K- 27.41% |
$73.5K - $88K
|
3.97K
$213K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.51K- 23.51% |
$73.9K - $88.4K
|
4.9K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-1.52K- 4.43% |
$74.3K - $89K
|
32.7K
$1.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.52K- 0.73% |
$74.6K - $89.3K
|
207K
$11.1M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.54K- 26.57% |
$75.2K - $90.1K
|
4.24K
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.56K- 26.71% |
$76.5K - $91.6K
|
4.28K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.59K- 11.74% |
$77.8K - $93.2K
|
11.9K
$640K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 0.61% |
$78.2K - $93.7K
|
261K
$14M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.63K- 8.33% |
$79.7K - $95.4K
|
17.9K
$959K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.65K- 2.52% |
$80.8K - $96.8K
|
63.8K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 86.13% |
$81.6K - $97.6K
|
268
$14.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.68K- 12.82% |
$82.4K - $98.6K
|
11.4K
$613K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 16.82% |
$84.5K - $101K
|
8.53K
$457K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.77K- 46.83% |
$86.9K - $104K
|
2.01K
$108K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.78K- 7.52% |
$87.1K - $104K
|
21.8K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-1.8K- 35.66% |
$88.2K - $106K
|
3.25K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.81K- 1.62% |
$88.6K - $106K
|
110K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 13.21% |
$88.7K - $106K
|
11.9K
$637K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.82K- 0.83% |
$89K - $107K
|
217K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.83K- 3.99% |
$89.6K - $107K
|
44K
$2.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.88K- 13.09% |
$91.9K - $110K
|
12.5K
$667K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.88K- 19.17% |
$92.4K - $111K
|
7.94K
$426K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.92K- 10.55% |
$94.1K - $113K
|
16.3K
$872K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.93K- 11.47% |
$94.4K - $113K
|
14.9K
$797K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.93K- 11.71% |
$94.5K - $113K
|
14.5K
$778K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.93K- 1.43% |
$94.7K - $113K
|
133K
$7.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2K- 11.63% |
$98K - $117K
|
15.2K
$815K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.01K- 18.52% |
$98.3K - $118K
|
8.83K
$473K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.02K- 19.35% |
$98.9K - $118K
|
8.41K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.09K- 70.49% |
$103K - $123K
|
876
$46.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-2.12K- 40.71% |
$104K - $124K
|
3.08K
$165K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-2.13K- 14.03% |
$104K - $125K
|
13K
$698K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.16K- 32.06% |
$106K - $127K
|
4.58K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.2K- 12.49% |
$108K - $129K
|
15.4K
$826K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.22K- 18.78% |
$109K - $130K
|
9.61K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.24K- 31.98% |
$110K - $131K
|
4.77K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.25K- 27.18% |
$110K - $132K
|
6.03K
$323K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.26K- 21.55% |
$111K - $132K
|
8.22K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.28K- 59.92% |
$112K - $134K
|
1.53K
$81.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-2.3K- 2.65% |
$113K - $135K
|
84.6K
$4.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2.32K- 5.17% |
$114K - $136K
|
42.6K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.37K- 37.08% |
$116K - $139K
|
4.01K
$215K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 13.91% |
$117K - $140K
|
14.7K
$789K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.44K- 3.83% |
$120K - $143K
|
61.2K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.46K- 37.33% |
$120K - $144K
|
4.13K
$221K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-2.47K- 2.12% |
$121K - $145K
|
114K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.49K- 23.38% |
$122K - $146K
|
8.17K
$438K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 10.62% |
$123K - $147K
|
21.1K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.5K- 4.61% |
$123K - $147K
|
51.7K
$2.77M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.51K- 37.21% |
$123K - $147K
|
4.23K
$227K
|