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 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500+ 15.81% |
$24.5K - $29.3K
|
3.66K
$196K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
482+ 24.92% |
$23.6K - $28.3K
|
2.42K
$129K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
482+ 379.53% |
$23.6K - $28.3K
|
609
$32.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
480+ 2.72% |
$23.5K - $28.2K
|
18.1K
$971K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
479+ 36.48% |
$23.5K - $28.1K
|
1.79K
$96K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
476+ 7.67% |
$23.3K - $27.9K
|
6.69K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
474+ 0.92% |
$23.2K - $27.8K
|
51.9K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
474+ 7.69% |
$23.2K - $27.8K
|
6.63K
$356K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
466+ 8.87% |
$22.8K - $27.3K
|
5.72K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
453+ 4.57% |
$22.2K - $26.6K
|
10.4K
$555K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
447+ 3.64% |
$21.9K - $26.2K
|
12.7K
$683K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
416+ 4.24% |
$20.4K - $24.4K
|
10.2K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
408+ 5.19% |
$20K - $23.9K
|
8.26K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
402+ 5.45% |
$19.7K - $23.6K
|
7.78K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
400+ 0.94% |
$19.6K - $23.5K
|
43.1K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
400+ 36.36% |
$19.6K - $23.5K
|
1.5K
$80.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.62% |
$19.6K - $23.5K
|
65K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
399+ 3.33% |
$19.6K - $23.4K
|
12.4K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
393+ 8.77% |
$19.3K - $23.1K
|
4.88K
$261K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
389+ 16.5% |
$19.1K - $22.8K
|
2.75K
$147K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
380+ 0.97% |
$18.6K - $22.3K
|
39.4K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
368+ 66.91% |
$18K - $21.6K
|
918
$49.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
358+ 1.21% |
$17.5K - $21K
|
30K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
355+ 7.48% |
$17.4K - $20.8K
|
5.1K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
350+ 71.57% |
$17.2K - $20.5K
|
839
$45K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
346+ 8.67% |
$17K - $20.3K
|
4.34K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
342+ 0.9% |
$16.8K - $20.1K
|
38.2K
$2.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
340+ 4.15% |
$16.7K - $20K
|
8.54K
$458K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
339New |
$16.6K - $19.9K
|
339
$18.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
333+ 3.46% |
$16.3K - $19.5K
|
9.96K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
329+ 3.16% |
$16.1K - $19.3K
|
10.8K
$576K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
326New |
$16K - $19.1K
|
326
$17.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
316+ 158.0% |
$15.5K - $18.5K
|
516
$27.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
308+ 3.87% |
$15.1K - $18.1K
|
8.26K
$442K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
300New |
$14.7K - $17.6K
|
300
$16.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
300+ 9.04% |
$14.7K - $17.6K
|
3.62K
$194K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
287+ 3.41% |
$14.1K - $16.8K
|
8.7K
$466K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
287+ 1.73% |
$14.1K - $16.8K
|
16.9K
$905K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
283+ 0.74% |
$13.9K - $16.6K
|
38.3K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
281+ 1.54% |
$13.8K - $16.5K
|
18.5K
$994K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
280+ 1.17% |
$13.7K - $16.4K
|
24.2K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
277+ 31.51% |
$13.6K - $16.3K
|
1.16K
$62K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
271+ 3.67% |
$13.3K - $15.9K
|
7.65K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
270+ 7.04% |
$13.2K - $15.8K
|
4.11K
$220K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
265+ 0.15% |
$13K - $15.6K
|
173K
$9.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
258+ 3.41% |
$12.6K - $15.1K
|
7.83K
$419K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
250+ 1.72% |
$12.3K - $14.7K
|
14.8K
$792K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
242+ 34.87% |
$11.9K - $14.2K
|
936
$50.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
241New |
$11.8K - $14.1K
|
241
$12.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
230+ 0.44% |
$11.3K - $13.5K
|
52.6K
$2.82M
|