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
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.72K+ 2.9% |
$84.2K - $101K
|
61K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.7K+ 1.17% |
$83.4K - $99.8K
|
147K
$7.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.67K+ 3.38% |
$82K - $98.1K
|
51.2K
$2.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.67K+ 2.79% |
$81.7K - $97.8K
|
61.4K
$3.29M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.58K+ 35.67% |
$77.2K - $92.4K
|
5.99K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.54KNew |
$75.3K - $90.1K
|
1.54K
$82.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.53K+ 3.82% |
$75K - $89.8K
|
41.6K
$2.23M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.52K+ 4.36% |
$74.3K - $89K
|
36.3K
$1.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.49K+ 9.95% |
$73K - $87.4K
|
16.5K
$882K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$72.7K - $87.1K
|
1.48K
$79.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.46K+ 1.65% |
$71.7K - $85.8K
|
89.8K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 2.52% |
$71.4K - $85.4K
|
59.3K
$3.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.44K+ 0.83% |
$70.8K - $84.7K
|
175K
$9.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.41K+ 12.2% |
$68.9K - $82.4K
|
12.9K
$692K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.4K+ 11.26% |
$68.6K - $82.2K
|
13.8K
$741K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.37K+ 50.82% |
$67K - $80.2K
|
4.05K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.36KNew |
$66.6K - $79.7K
|
1.36K
$72.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.35K+ 6.9% |
$66.2K - $79.2K
|
20.9K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.34K+ 0.37% |
$65.7K - $78.6K
|
366K
$19.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 20.4% |
$65.2K - $78K
|
7.85K
$421K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 20.4% |
$65.2K - $78K
|
7.85K
$421K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.33K+ 2.01% |
$65K - $77.9K
|
67.2K
$3.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.3K+ 3.01% |
$63.7K - $76.3K
|
44.5K
$2.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.26K+ 8.08% |
$61.6K - $73.8K
|
16.8K
$901K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.24K+ 5.18% |
$60.9K - $72.9K
|
25.3K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.22K+ 25.93% |
$59.9K - $71.7K
|
5.93K
$318K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.2K+ 19.75% |
$58.8K - $70.4K
|
7.28K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.2K+ 12.34% |
$58.6K - $70.1K
|
10.9K
$583K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.17K+ 2.67% |
$57.2K - $68.5K
|
44.8K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.16K+ 30.73% |
$56.8K - $68K
|
4.93K
$264K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 5.34% |
$56.8K - $68K
|
22.9K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.15K+ 11.6% |
$56.5K - $67.7K
|
11.1K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.14K+ 1.54% |
$55.9K - $67K
|
75.3K
$4.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.14K+ 11.17% |
$55.9K - $66.9K
|
11.3K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.14K+ 0.66% |
$55.7K - $66.7K
|
172K
$9.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 1.08% |
$55.5K - $66.4K
|
106K
$5.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.13K+ 13.28% |
$55.4K - $66.4K
|
9.65K
$517K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.13K+ 83.92% |
$55.2K - $66.1K
|
2.47K
$132K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.11K+ 0.51% |
$54.5K - $65.3K
|
219K
$11.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.09K+ 2.97% |
$53.6K - $64.2K
|
38K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.08K+ 25.84% |
$53K - $63.4K
|
5.26K
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.08K+ 28.62% |
$52.8K - $63.3K
|
4.84K
$260K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.06K+ 5.57% |
$52.1K - $62.3K
|
20.1K
$1.08M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05K+ 61.01% |
$51.3K - $61.4K
|
2.76K
$148K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.04K+ 19.64% |
$51.2K - $61.3K
|
6.36K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.04K+ 0.86% |
$51K - $61.1K
|
121K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 21.43% |
$51K - $61K
|
5.89K
$316K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.03K+ 33.0% |
$50.3K - $60.2K
|
4.14K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.02K+ 1.74% |
$50K - $59.9K
|
59.6K
$3.19M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.44% |
$49K - $58.7K
|
230K
$12.3M
|