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 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.49K+ 18.41% |
$171K - $205K
|
22.5K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.44K+ 5.68% |
$169K - $202K
|
64K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.37K+ 6.91% |
$165K - $197K
|
52.1K
$2.94M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.29K+ 11.73% |
$161K - $193K
|
31.3K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.11K+ 2.48% |
$153K - $183K
|
128K
$7.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.06K+ 13.47% |
$150K - $179K
|
25.8K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.05K+ 6.43% |
$150K - $179K
|
50.6K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.95K+ 72.65% |
$145K - $173K
|
7.01K
$397K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.86K+ 8.99% |
$140K - $168K
|
34.7K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.85K+ 46.96% |
$139K - $167K
|
8.9K
$503K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.72K+ 25.13% |
$133K - $159K
|
13.5K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.71K+ 50.91% |
$133K - $159K
|
8.02K
$453K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.67K+ 9.77% |
$131K - $156K
|
30K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.65K+ 45.11% |
$130K - $155K
|
8.52K
$482K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.57K+ 11.42% |
$126K - $151K
|
25.1K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.39K+ 28.65% |
$117K - $140K
|
10.7K
$607K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.33K+ 43.98% |
$114K - $137K
|
7.62K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.31K+ 16.29% |
$113K - $136K
|
16.5K
$933K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.31K+ 2.21% |
$113K - $135K
|
107K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.3K+ 2.62% |
$113K - $135K
|
90.3K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.28K+ 6.61% |
$112K - $134K
|
36.7K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.26K+ 57.87% |
$111K - $133K
|
6.17K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.25K+ 38.69% |
$110K - $132K
|
8.08K
$457K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.25K+ 6.95% |
$110K - $132K
|
34.6K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.21K+ 18.69% |
$108K - $130K
|
14.1K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.2K+ 3.31% |
$108K - $129K
|
68.7K
$3.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.15K+ 14.35% |
$106K - $126K
|
17.2K
$971K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 29.59% |
$103K - $124K
|
9.23K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.1K+ 8.79% |
$103K - $123K
|
26K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.1K+ 13.62% |
$103K - $123K
|
17.5K
$992K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 6.78% |
$103K - $123K
|
33K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.09K+ 2.2% |
$102K - $123K
|
97K
$5.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2.09K+ 27.62% |
$102K - $123K
|
9.65K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.07KNew |
$101K - $121K
|
2.07K
$117K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.06K+ 8.4% |
$101K - $121K
|
26.6K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.04K+ 11.86% |
$99.8K - $119K
|
19.2K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.03K+ 41.81% |
$99.3K - $119K
|
6.87K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$98K - $117K
|
2K
$113K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.9K+ 4.93% |
$93.1K - $111K
|
40.5K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.9K+ 12.28% |
$92.9K - $111K
|
17.3K
$980K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.84K+ 25.86% |
$90K - $108K
|
8.94K
$506K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.81K+ 1559.48% |
$88.7K - $106K
|
1.93K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.79K+ 7.4% |
$87.7K - $105K
|
26K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.79K+ 3.18% |
$87.6K - $105K
|
58K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.78K+ 1.32% |
$87.5K - $105K
|
137K
$7.77M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.78K+ 17.3% |
$87.2K - $104K
|
12.1K
$682K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.78K+ 6.12% |
$87.1K - $104K
|
30.8K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.78K+ 9.34% |
$87.1K - $104K
|
20.8K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.76K+ 7.71% |
$86.5K - $104K
|
24.7K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 9.72% |
$86.1K - $103K
|
19.8K
$1.12M
|