Purchases and Sales Made in Q3 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 0.29% |
$2.6K - $3.21K
|
20.3K
$1.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
58New |
$2.56K - $3.16K
|
58
$3.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
57+ 1.27% |
$2.52K - $3.1K
|
4.55K
$244K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 50.0% |
$2.21K - $2.72K
|
150
$8.04K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
47+ 23.5% |
$2.07K - $2.56K
|
247
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 17.58% |
$1.99K - $2.45K
|
301
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 0.17% |
$1.94K - $2.4K
|
26.4K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.6% |
$1.68K - $2.07K
|
6.4K
$343K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
38+ 0.48% |
$1.68K - $2.07K
|
7.96K
$426K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
36+ 10.14% |
$1.59K - $1.96K
|
391
$21K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34+ 3.4% |
$1.5K - $1.85K
|
1.03K
$55.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
32+ 0.69% |
$1.41K - $1.74K
|
4.69K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30+ 0.74% |
$1.32K - $1.63K
|
4.09K
$219K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28+ 0.52% |
$1.24K - $1.52K
|
5.41K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27+ 0.37% |
$1.19K - $1.47K
|
7.34K
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
26+ 3.32% |
$1.15K - $1.42K
|
808
$43.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
23+ 60.53% |
$1.02K - $1.25K
|
61
$3.27K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
22New |
$971 - $1.2K
|
22
$1.18K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 1.22% |
$927 - $1.14K
|
1.74K
$93.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 0.32% |
$839 - $1.03K
|
6.03K
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 1.13% |
$839 - $1.03K
|
1.7K
$90.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
17+ 0.23% |
$750 - $926
|
7.51K
$403K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$574 - $708
|
6.25K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13New |
$574 - $708
|
13
$697
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13New |
$574 - $708
|
13
$697
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.07% |
$530 - $653
|
16.3K
$874K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 7.64% |
$486 - $599
|
155
$8.31K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.91% |
$353 - $436
|
884
$47.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.11% |
$309 - $381
|
6.3K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.09% |
$221 - $272
|
5.33K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$177 - $218
|
8.33K
$447K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.58% |
$132 - $163
|
519
$27.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.03% |
$132 - $163
|
9.83K
$527K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3New |
$132 - $163
|
3
$161
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.34% |
$132 - $163
|
227
$12.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.02% |
$88.3 - $109
|
9.56K
$512K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.14% |
$88.3 - $109
|
1.44K
$77.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.49% |
$88.3 - $109
|
136
$7.29K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.0% |
$88.3 - $109
|
77.8K
$4.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 8.33% |
$44.1 - $54.5
|
13
$697
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.39% |
$44.1 - $54.5
|
256
$13.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.49% |
$44.1 - $54.5
|
206
$11K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1- 0.01% |
$44.1 - $54.5
|
7.85K
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1- 0.07% |
$44.1 - $54.5
|
1.36K
$72.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.69% |
$132 - $163
|
433
$23.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3- 1.42% |
$132 - $163
|
208
$11.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-4- -0.0% |
$177 - $218
|
82.1K
$4.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 0.2% |
$221 - $272
|
2.47K
$132K
|