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 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4.7K- 77.35% |
$230K - $276K
|
1.38K
$73.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.7K- 3.17% |
$230K - $276K
|
143K
$7.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.77K- 22.05% |
$234K - $280K
|
16.9K
$903K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.91K- 2.6% |
$240K - $288K
|
184K
$9.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.01K- 3.68% |
$245K - $294K
|
131K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.08K- 2.36% |
$249K - $298K
|
211K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.33K- 11.67% |
$261K - $313K
|
40.4K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.5K- 19.56% |
$270K - $323K
|
22.6K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.89K- 42.36% |
$289K - $346K
|
8.01K
$429K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.05K- 13.88% |
$297K - $355K
|
37.6K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.16K- 37.82% |
$302K - $361K
|
10.1K
$543K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.16K- 17.84% |
$302K - $362K
|
28.4K
$1.52M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.27K- 47.14% |
$307K - $368K
|
7.03K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.4K- 1.58% |
$314K - $376K
|
398K
$21.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-6.47K- 4.78% |
$317K - $380K
|
129K
$6.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-6.67K- 18.99% |
$327K - $391K
|
28.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.69K- 21.85% |
$328K - $392K
|
23.9K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.77K- 6.4% |
$332K - $397K
|
98.9K
$5.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.95K- 60.08% |
$341K - $408K
|
4.62K
$247K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.3K- 38.97% |
$358K - $428K
|
11.4K
$612K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-7.93K- 1.67% |
$389K - $465K
|
466K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.02K- 6.36% |
$393K - $471K
|
118K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.42K- 14.02% |
$413K - $494K
|
51.7K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.59K- 15.26% |
$421K - $504K
|
47.7K
$2.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-8.75K- 2.41% |
$429K - $514K
|
355K
$19M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-9.07K- 35.54% |
$444K - $532K
|
16.4K
$881K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-9.12K- 6.98% |
$447K - $535K
|
122K
$6.51M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.15K- 33.65% |
$448K - $537K
|
18K
$966K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.28K- 27.03% |
$455K - $544K
|
25K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.33K- 5.67% |
$457K - $547K
|
155K
$8.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9.41K- 35.78% |
$461K - $552K
|
16.9K
$904K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-9.5K- 19.26% |
$466K - $557K
|
39.8K
$2.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9.62K- 38.86% |
$472K - $564K
|
15.1K
$811K
|
|
|
Aug 08, 2023
Q2 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-9.93K- 0.26% |
$487K - $583K
|
3.79M
$203M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10K- 45.71% |
$491K - $588K
|
11.9K
$638K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-10K- 68.69% |
$492K - $589K
|
4.58K
$245K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10.3K- 93.1% |
$505K - $605K
|
763
$40.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.5K- 65.69% |
$516K - $617K
|
5.49K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-10.6K- 24.57% |
$517K - $619K
|
32.4K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 4.54% |
$523K - $625K
|
224K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-10.7K- 58.72% |
$526K - $629K
|
7.54K
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-11.2K- 9.73% |
$548K - $655K
|
104K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-11.6K- 53.46% |
$569K - $681K
|
10.1K
$541K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.6K- 2.59% |
$570K - $682K
|
437K
$23.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-11.7K- 16.67% |
$573K - $685K
|
58.4K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11.9K- 3.06% |
$584K - $699K
|
378K
$20.2M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.2K- 9.34% |
$598K - $716K
|
118K
$6.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 24.4% |
$605K - $724K
|
38.2K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-12.5K- 50.79% |
$613K - $733K
|
12.1K
$649K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12.7K- 22.53% |
$625K - $748K
|
43.8K
$2.35M
|