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 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5K+ 6.71% |
$245K - $293K
|
79.5K
$4.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.94K+ 39.97% |
$242K - $290K
|
17.3K
$927K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.91K+ 210.0% |
$241K - $288K
|
7.25K
$389K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.91KNew |
$241K - $288K
|
4.91K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.89K+ 81.34% |
$240K - $287K
|
10.9K
$584K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.82K+ 12.03% |
$236K - $283K
|
44.9K
$2.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.8K+ 31.11% |
$235K - $282K
|
20.2K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8KNew |
$235K - $282K
|
4.8K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.76K+ 725.61% |
$233K - $279K
|
5.42K
$290K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.74K+ 10.46% |
$232K - $278K
|
50.1K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.74K+ 41.68% |
$232K - $278K
|
16.1K
$863K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
4.67K+ 3.87% |
$229K - $274K
|
125K
$6.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.62K+ 13.84% |
$226K - $271K
|
38K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
4.56K+ 4.12% |
$223K - $267K
|
115K
$6.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.54K+ 52.35% |
$222K - $266K
|
13.2K
$707K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$221K - $265K
|
4.51K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.44KNew |
$218K - $261K
|
4.44K
$238K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.32K+ 71.87% |
$212K - $254K
|
10.3K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.31K+ 1.67% |
$211K - $253K
|
262K
$14M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.24K+ 13.54% |
$208K - $249K
|
35.6K
$1.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
4.23KNew |
$208K - $248K
|
4.23K
$227K
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.23KNew |
$207K - $248K
|
4.23K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.23K+ 77.85% |
$207K - $248K
|
9.66K
$518K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4.21KNew |
$206K - $247K
|
4.21K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.19K+ 67.97% |
$205K - $246K
|
10.3K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.19K+ 1.92% |
$205K - $246K
|
222K
$11.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.18K+ 17.92% |
$205K - $245K
|
27.5K
$1.47M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.18KNew |
$205K - $245K
|
4.18K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.18KNew |
$205K - $245K
|
4.18K
$224K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.14KNew |
$203K - $243K
|
4.14K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$202K - $242K
|
4.13K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.11K+ 33.13% |
$202K - $241K
|
16.5K
$885K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.06KNew |
$199K - $238K
|
4.06K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.05K+ 3.5% |
$199K - $238K
|
120K
$6.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02K+ 6.02% |
$197K - $236K
|
70.8K
$3.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.92K+ 15.78% |
$192K - $230K
|
28.8K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$190K - $227K
|
3.87K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82K+ 29.02% |
$187K - $224K
|
17K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.77K+ 9.2% |
$185K - $221K
|
44.7K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.75K+ 165.4% |
$184K - $220K
|
6.02K
$323K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.7K+ 112.11% |
$181K - $217K
|
6.99K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.68K+ 8.93% |
$181K - $216K
|
44.9K
$2.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.67K+ 5.72% |
$180K - $215K
|
67.8K
$3.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.55K+ 10.0% |
$174K - $209K
|
39.1K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.51K+ 15.56% |
$172K - $206K
|
26.1K
$1.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.51K+ 8.24% |
$172K - $206K
|
46K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.51K+ 17.87% |
$172K - $206K
|
23.1K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.5K+ 73.9% |
$172K - $205K
|
8.24K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.5K+ 49.3% |
$172K - $205K
|
10.6K
$568K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.49K+ 18.41% |
$171K - $205K
|
22.5K
$1.2M
|