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 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-13.5K- 2.23% |
$660K - $791K
|
590K
$31.6M
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.5K- 40.99% |
$661K - $792K
|
19.4K
$1.04M
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.5K- 40.99% |
$661K - $792K
|
19.4K
$1.04M
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-13.5K- 35.61% |
$662K - $792K
|
24.4K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-13.6K- 13.7% |
$667K - $798K
|
85.7K
$4.59M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.6K- 31.08% |
$667K - $799K
|
30.2K
$1.62M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.9K- 4.91% |
$680K - $814K
|
268K
$14.4M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-14.4K- 4.35% |
$704K - $842K
|
316K
$16.9M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.3K- 7.09% |
$749K - $897K
|
200K
$10.7M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.5K- 1.39% |
$760K - $910K
|
1.1M
$59.1M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 5.78% |
$767K - $918K
|
255K
$13.7M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16.1K- 50.44% |
$789K - $945K
|
15.8K
$848K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-16.2K- 29.06% |
$792K - $948K
|
39.5K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17K- 72.3% |
$836K - $1M
|
6.53K
$350K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-17.1K- 68.1% |
$837K - $1M
|
8K
$428K
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-17.3K- 19.55% |
$847K - $1.01M
|
71.1K
$3.81M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-17.4K- 61.36% |
$853K - $1.02M
|
11K
$587K
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.3K- 37.82% |
$895K - $1.07M
|
30K
$1.61M
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.3K- 37.82% |
$895K - $1.07M
|
30K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18.7K- 72.78% |
$917K - $1.1M
|
7K
$375K
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-18.8K- 46.06% |
$921K - $1.1M
|
22K
$1.18M
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-19.3K- 5.59% |
$946K - $1.13M
|
326K
$17.5M
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.3K- 2.33% |
$947K - $1.13M
|
811K
$43.5M
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-19.6K- 0.59% |
$959K - $1.15M
|
3.31M
$178M
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-19.6K- 82.39% |
$962K - $1.15M
|
4.19K
$225K
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-20K- 17.31% |
$982K - $1.18M
|
95.7K
$5.13M
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-20K- 6.91% |
$983K - $1.18M
|
270K
$14.5M
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-20.2K- 19.89% |
$990K - $1.18M
|
81.3K
$4.36M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 20.2% |
$1M - $1.2M
|
81K
$4.34M
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-21.1K- 26.54% |
$1.03M - $1.24M
|
58.3K
$3.12M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21.4K- 4.67% |
$1.05M - $1.25M
|
437K
$23.4M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.8K- 22.11% |
$1.07M - $1.28M
|
76.9K
$4.12M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23K- 2.86% |
$1.13M - $1.35M
|
781K
$41.8M
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-25.4K- 23.18% |
$1.24M - $1.49M
|
84.1K
$4.51M
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-25.7K- 2.49% |
$1.26M - $1.51M
|
1.01M
$53.9M
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-25.9K- 1.92% |
$1.27M - $1.52M
|
1.32M
$70.7M
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-27.4K- 85.9% |
$1.34M - $1.61M
|
4.5K
$241K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-29K- 74.5% |
$1.42M - $1.7M
|
9.93K
$532K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-29.1K- 19.81% |
$1.42M - $1.7M
|
118K
$6.3M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-29.4K- 70.59% |
$1.44M - $1.73M
|
12.2K
$656K
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-29.5K- 31.86% |
$1.45M - $1.73M
|
63.2K
$3.38M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-31K- 41.78% |
$1.52M - $1.82M
|
43.3K
$2.32M
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-31K- 3.16% |
$1.52M - $1.82M
|
951K
$51M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-31.7K- 63.45% |
$1.55M - $1.86M
|
18.3K
$978K
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31.7K- 6.53% |
$1.55M - $1.86M
|
454K
$24.3M
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31.7K- 6.53% |
$1.55M - $1.86M
|
454K
$24.3M
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-34.1K- 97.54% |
$1.67M - $2M
|
860
$46.1K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36K- 2.53% |
$1.76M - $2.11M
|
1.38M
$74.2M
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-37K- 0.7% |
$1.82M - $2.17M
|
5.25M
$281M
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-37.7K- 29.56% |
$1.85M - $2.21M
|
89.9K
$4.82M
|