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
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.38KNew |
$460K - $551K
|
9.38K
$503K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
9.24K+ 146.79% |
$453K - $542K
|
15.5K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.22KNew |
$452K - $541K
|
9.22K
$494K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.84K+ 7.16% |
$433K - $519K
|
132K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.82K+ 12.97% |
$432K - $518K
|
76.8K
$4.12M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.4KNew |
$412K - $493K
|
8.4K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.35K+ 221.46% |
$409K - $490K
|
12.1K
$649K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.35K+ 221.46% |
$409K - $490K
|
12.1K
$649K
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
7.75KNew |
$380K - $455K
|
7.75K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.74K+ 84.7% |
$380K - $454K
|
16.9K
$905K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.73KNew |
$379K - $454K
|
7.73K
$414K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
7.73K+ 15.34% |
$379K - $454K
|
58.1K
$3.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.69KNew |
$377K - $451K
|
7.69K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.65KNew |
$375K - $449K
|
7.65K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.64K+ 12.53% |
$374K - $448K
|
68.6K
$3.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
7.58KNew |
$372K - $445K
|
7.58K
$406K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.49K+ 9.47% |
$367K - $439K
|
86.5K
$4.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.4K+ 22.83% |
$363K - $434K
|
39.8K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.4K+ 7.58% |
$363K - $434K
|
105K
$5.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
7.35K+ 2.88% |
$360K - $431K
|
262K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.34K+ 52.42% |
$360K - $431K
|
21.4K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
7.23KNew |
$355K - $424K
|
7.23K
$388K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
7.19K+ 14.65% |
$353K - $422K
|
56.3K
$3.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.11K+ 10.17% |
$348K - $417K
|
77K
$4.13M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
7.1K+ 48.5% |
$348K - $417K
|
21.7K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.95K+ 63.13% |
$341K - $408K
|
18K
$963K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
6.78KNew |
$332K - $398K
|
6.78K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.72KNew |
$329K - $394K
|
6.72K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.7K+ 138.78% |
$329K - $393K
|
11.5K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
6.53K+ 42.86% |
$320K - $383K
|
21.8K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.53K+ 77.75% |
$320K - $383K
|
14.9K
$800K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.17KNew |
$302K - $362K
|
6.17K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6.14KNew |
$301K - $360K
|
6.14K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.05K+ 16.38% |
$297K - $355K
|
43K
$2.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
5.95KNew |
$292K - $349K
|
5.95K
$319K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.93KNew |
$291K - $348K
|
5.93K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
5.89K+ 5.33% |
$289K - $346K
|
116K
$6.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
5.8KNew |
$284K - $340K
|
5.8K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.72K+ 25.73% |
$280K - $336K
|
28K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
5.7K+ 11.56% |
$279K - $334K
|
55K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.63KNew |
$276K - $330K
|
5.63K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.54KNew |
$272K - $325K
|
5.54K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
5.54K+ 32.53% |
$271K - $325K
|
22.6K
$1.21M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.52K+ 123.75% |
$271K - $324K
|
9.99K
$535K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.49K+ 0.84% |
$269K - $322K
|
662K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.45K+ 3.16% |
$267K - $320K
|
178K
$9.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.38K+ 27.92% |
$264K - $316K
|
24.7K
$1.32M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.38K+ 19.96% |
$263K - $315K
|
32.3K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.31K+ 9.94% |
$260K - $312K
|
58.7K
$3.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5KNew |
$245K - $293K
|
5K
$268K
|