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 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.44% |
$49K - $58.7K
|
230K
$13M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1K+ 0.84% |
$49K - $58.7K
|
120K
$6.8M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
938+ 8.67% |
$46K - $55K
|
11.8K
$665K
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
928+ 2.31% |
$45.5K - $54.5K
|
41K
$2.32M
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
916+ 10.63% |
$44.9K - $53.8K
|
9.53K
$539K
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
906+ 2.83% |
$44.4K - $53.2K
|
32.9K
$1.86M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
905+ 8.91% |
$44.4K - $53.1K
|
11.1K
$626K
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
903+ 8.14% |
$44.3K - $53K
|
12K
$678K
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
900New |
$44.1K - $52.8K
|
900
$50.9K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
885+ 6.36% |
$43.4K - $51.9K
|
14.8K
$837K
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
882+ 5.62% |
$43.2K - $51.8K
|
16.6K
$937K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
879+ 8.92% |
$43.1K - $51.6K
|
10.7K
$607K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
877+ 5.3% |
$43K - $51.5K
|
17.4K
$984K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
868+ 9.98% |
$42.5K - $50.9K
|
9.57K
$541K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
868New |
$42.5K - $50.9K
|
868
$49.1K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
862+ 0.62% |
$42.3K - $50.6K
|
139K
$7.88M
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
819+ 4.66% |
$40.1K - $48.1K
|
18.4K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
815+ 0.54% |
$40K - $47.8K
|
153K
$8.63M
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
811+ 17.87% |
$39.8K - $47.6K
|
5.35K
$302K
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
810+ 0.97% |
$39.7K - $47.5K
|
84K
$4.75M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
796+ 0.81% |
$39K - $46.7K
|
99K
$5.6M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
775+ 7.67% |
$38K - $45.5K
|
10.9K
$615K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
774+ 84.59% |
$37.9K - $45.4K
|
1.69K
$95.5K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
741+ 3.15% |
$36.3K - $43.5K
|
24.3K
$1.37M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
729New |
$35.7K - $42.8K
|
729
$41.2K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
721+ 3.11% |
$35.3K - $42.3K
|
23.9K
$1.35M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
710New |
$34.8K - $41.7K
|
710
$40.1K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
702+ 5.95% |
$34.4K - $41.2K
|
12.5K
$707K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
690+ 8.3% |
$33.8K - $40.5K
|
9.01K
$509K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
689+ 1.06% |
$33.8K - $40.4K
|
65.7K
$3.71M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
685+ 4.43% |
$33.6K - $40.2K
|
16.1K
$913K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
681+ 6.15% |
$33.4K - $40K
|
11.8K
$665K
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
668+ 5.18% |
$32.7K - $39.2K
|
13.6K
$766K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
664+ 6.63% |
$32.5K - $39K
|
10.7K
$604K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
623+ 7.6% |
$30.5K - $36.6K
|
8.82K
$499K
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
601+ 10.63% |
$29.5K - $35.3K
|
6.25K
$354K
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
600+ 7.03% |
$29.4K - $35.2K
|
9.13K
$516K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
595+ 3.19% |
$29.2K - $34.9K
|
19.2K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
595+ 1.66% |
$29.2K - $34.9K
|
36.3K
$2.06M
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
582+ 8.47% |
$28.5K - $34.2K
|
7.45K
$421K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
552+ 1.53% |
$27.1K - $32.4K
|
36.5K
$2.07M
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
550+ 10.4% |
$27K - $32.3K
|
5.84K
$330K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
542+ 96.79% |
$26.6K - $31.8K
|
1.1K
$62.3K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
542+ 96.79% |
$26.6K - $31.8K
|
1.1K
$62.3K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
534+ 12.38% |
$26.2K - $31.3K
|
4.85K
$274K
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
525+ 3.92% |
$25.7K - $30.8K
|
13.9K
$787K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
524+ 13.84% |
$25.7K - $30.7K
|
4.31K
$244K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
522+ 8.76% |
$25.6K - $30.6K
|
6.48K
$366K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
512+ 1.09% |
$25.1K - $30K
|
47.6K
$2.69M
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
507+ 3.65% |
$24.9K - $29.8K
|
14.4K
$815K
|