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 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.03M - $1.24M
|
21.1K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
20.1KNew |
$983K - $1.18M
|
20.1K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19.9K+ 22.36% |
$974K - $1.17M
|
109K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 16.09% |
$971K - $1.16M
|
143K
$7.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
19.4K+ 11.09% |
$951K - $1.14M
|
194K
$10.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
19.1K+ 59.51% |
$935K - $1.12M
|
51.1K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.7K+ 150.92% |
$917K - $1.1M
|
31.1K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17.5K+ 22.61% |
$856K - $1.02M
|
94.7K
$5.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
17.4K+ 66.74% |
$855K - $1.02M
|
43.6K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.4K+ 417.78% |
$851K - $1.02M
|
21.5K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
17.1K+ 11.44% |
$838K - $1M
|
166K
$8.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17K+ 22.93% |
$833K - $997K
|
91K
$4.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.9KNew |
$829K - $993K
|
16.9K
$907K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5K+ 3.45% |
$807K - $966K
|
494K
$26.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
15.2K+ 24.84% |
$745K - $892K
|
76.4K
$4.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15K+ 19.83% |
$735K - $880K
|
90.6K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
14.4KNew |
$708K - $848K
|
14.4K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.3K+ 8.95% |
$701K - $839K
|
174K
$9.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
14.3K+ 183.05% |
$700K - $838K
|
22.1K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
14.2K+ 377.65% |
$696K - $833K
|
18K
$962K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.2K+ 8.14% |
$695K - $831K
|
188K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.6K+ 14.29% |
$666K - $798K
|
109K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.1KNew |
$643K - $769K
|
13.1K
$703K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.9KNew |
$632K - $757K
|
12.9K
$691K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.6KNew |
$619K - $741K
|
12.6K
$677K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 24.43% |
$601K - $719K
|
62.5K
$3.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
12.1K+ 8.41% |
$594K - $711K
|
156K
$8.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12K+ 53.51% |
$590K - $706K
|
34.5K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.9K+ 5.92% |
$581K - $696K
|
212K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 2.54% |
$580K - $694K
|
477K
$25.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.8KNew |
$580K - $694K
|
11.8K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$570K - $682K
|
11.6K
$623K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.3K+ 2.43% |
$552K - $661K
|
475K
$25.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
11.2K+ 4.94% |
$551K - $659K
|
239K
$12.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
11.2K+ 349.41% |
$548K - $657K
|
14.4K
$771K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 40.9% |
$544K - $651K
|
38.2K
$2.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
11K+ 17.06% |
$539K - $645K
|
75.5K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11K+ 11.46% |
$538K - $643K
|
107K
$5.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
10.8KNew |
$532K - $637K
|
10.8K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.8K+ 29.22% |
$529K - $633K
|
47.7K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.4K+ 82.72% |
$509K - $609K
|
22.9K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
10.3K+ 15.26% |
$505K - $604K
|
77.8K
$4.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10.2K+ 1239.59% |
$502K - $601K
|
11.1K
$593K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 72.98% |
$492K - $589K
|
23.8K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.99K+ 47.02% |
$489K - $586K
|
31.2K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.8K+ 5.29% |
$480K - $575K
|
195K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
9.66K+ 33.02% |
$474K - $567K
|
38.9K
$2.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.63KNew |
$472K - $565K
|
9.63K
$516K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
9.54K+ 22.22% |
$467K - $560K
|
52.4K
$2.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.5KNew |
$466K - $558K
|
9.5K
$509K
|