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 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.55K- 39.83% |
$125K - $150K
|
3.85K
$206K
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-2.67K- 1.28% |
$131K - $157K
|
206K
$11.1M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-2.67K- 1.28% |
$131K - $157K
|
206K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.67K- 6.45% |
$131K - $157K
|
38.8K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-2.68K- 15.46% |
$131K - $157K
|
14.6K
$785K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.73K- 16.37% |
$134K - $160K
|
14K
$748K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.77K- 27.57% |
$136K - $162K
|
7.27K
$389K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.84K- 15.56% |
$139K - $167K
|
15.4K
$826K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.85K- 1.33% |
$140K - $167K
|
212K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.86K- 17.37% |
$140K - $168K
|
13.6K
$728K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.87K- 6.98% |
$141K - $168K
|
38.2K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.88K- 13.01% |
$141K - $169K
|
19.2K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.89K- 40.1% |
$142K - $170K
|
4.32K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.89K- 16.02% |
$142K - $170K
|
15.2K
$812K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.9K- 2.6% |
$142K - $170K
|
109K
$5.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.92K- 27.16% |
$143K - $172K
|
7.84K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.98K- 38.07% |
$146K - $175K
|
4.85K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.04K- 23.88% |
$149K - $178K
|
9.7K
$520K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.04K- 23.88% |
$149K - $178K
|
9.7K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-3.05K- 8.07% |
$150K - $179K
|
34.8K
$1.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.15K- 11.54% |
$154K - $185K
|
24.1K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-3.19K- 7.26% |
$156K - $187K
|
40.7K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.22K- 12.87% |
$158K - $189K
|
21.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.24K- 5.01% |
$159K - $190K
|
61.5K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-3.25K- 10.06% |
$159K - $190K
|
29K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.39K- 1.66% |
$166K - $199K
|
201K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.49K- 16.68% |
$171K - $205K
|
17.4K
$935K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.5K- 16.72% |
$172K - $205K
|
17.4K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.58K- 39.54% |
$175K - $210K
|
5.48K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 3.2% |
$177K - $211K
|
109K
$5.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.61K- 16.96% |
$177K - $212K
|
17.7K
$948K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.62K- 4.03% |
$177K - $212K
|
86.3K
$4.62M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3.64KClosed |
$178K - $213K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.69K- 40.11% |
$181K - $216K
|
5.51K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.71K- 29.68% |
$182K - $218K
|
8.79K
$471K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.73K- 8.9% |
$183K - $219K
|
38.1K
$2.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.78K- 7.6% |
$185K - $222K
|
46K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.8K- 1.08% |
$186K - $223K
|
346K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.87K- 1.38% |
$190K - $227K
|
277K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.89K- 4.2% |
$191K - $228K
|
88.6K
$4.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-3.97K- 1.42% |
$195K - $233K
|
276K
$14.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4K- 18.36% |
$196K - $234K
|
17.8K
$952K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.04K- 33.75% |
$198K - $237K
|
7.94K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.04K- 4.42% |
$198K - $237K
|
87.3K
$4.68M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-4.05K- 32.87% |
$199K - $238K
|
8.27K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.09K- 26.41% |
$201K - $240K
|
11.4K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.15K- 0.85% |
$203K - $243K
|
486K
$26M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.17K- 5.29% |
$204K - $245K
|
74.6K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-4.21K- 7.87% |
$206K - $247K
|
49.3K
$2.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.45K- 18.86% |
$218K - $261K
|
19.1K
$1.03M
|