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
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-110- 41.04% |
$4.86K - $5.99K
|
158
$8.47K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-112- 1.03% |
$4.94K - $6.1K
|
10.7K
$575K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-117- 1.7% |
$5.16K - $6.37K
|
6.76K
$362K
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-119- 1.55% |
$5.25K - $6.48K
|
7.57K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-120- 2.19% |
$5.3K - $6.53K
|
5.36K
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-121- 2.62% |
$5.34K - $6.59K
|
4.5K
$241K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-127- 1.51% |
$5.61K - $6.92K
|
8.28K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-131- 0.52% |
$5.78K - $7.13K
|
25.1K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-133- 12.41% |
$5.87K - $7.24K
|
939
$50.3K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-134- 75.28% |
$5.91K - $7.3K
|
44
$2.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-136- 25.47% |
$6K - $7.41K
|
398
$21.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-138- 2.21% |
$6.09K - $7.51K
|
6.12K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-143- 1.73% |
$6.31K - $7.79K
|
8.11K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-147- 2.68% |
$6.49K - $8K
|
5.35K
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-150- 0.78% |
$6.62K - $8.17K
|
19.1K
$1.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
SELL
|
- |
-153- 0.5% |
$6.75K - $8.33K
|
30.2K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-159- 13.21% |
$7.02K - $8.66K
|
1.05K
$56K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-160- 1.18% |
$7.06K - $8.71K
|
13.4K
$717K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-170- 3.47% |
$7.5K - $9.26K
|
4.73K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-175- 3.34% |
$7.72K - $9.53K
|
5.07K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-175- 1.84% |
$7.72K - $9.53K
|
9.34K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-178- 3.52% |
$7.86K - $9.69K
|
4.87K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-179- 20.62% |
$7.9K - $9.75K
|
689
$36.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-192- 16.61% |
$8.47K - $10.5K
|
964
$51.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-194- 1.82% |
$8.56K - $10.6K
|
10.5K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-194- 3.04% |
$8.56K - $10.6K
|
6.19K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-195- 2.43% |
$8.61K - $10.6K
|
7.83K
$420K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-199- 7.2% |
$8.78K - $10.8K
|
2.56K
$137K
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-200- 2.26% |
$8.83K - $10.9K
|
8.66K
$464K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-201- 1.19% |
$8.87K - $10.9K
|
16.7K
$896K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-202- 2.99% |
$8.92K - $11K
|
6.55K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-203- 3.03% |
$8.96K - $11.1K
|
6.49K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-204- 1.68% |
$9K - $11.1K
|
11.9K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-205- 2.64% |
$9.05K - $11.2K
|
7.57K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-206- 0.72% |
$9.09K - $11.2K
|
28.3K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-216- 4.46% |
$9.53K - $11.8K
|
4.63K
$248K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-218- 2.27% |
$9.62K - $11.9K
|
9.39K
$503K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-225- 2.09% |
$9.93K - $12.3K
|
10.5K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-233- 2.44% |
$10.3K - $12.7K
|
9.3K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-245- 5.73% |
$10.8K - $13.3K
|
4.03K
$216K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-250- 16.67% |
$11K - $13.6K
|
1.25K
$67K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-251- 33.65% |
$11.1K - $13.7K
|
495
$26.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-267- 28.34% |
$11.8K - $14.5K
|
675
$36.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-269- 1.91% |
$11.9K - $14.6K
|
13.8K
$742K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-271- 0.25% |
$12K - $14.8K
|
107K
$5.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-273- 78.9% |
$12.1K - $14.9K
|
73
$3.91K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-275- 5.73% |
$12.1K - $15K
|
4.53K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-280- 0.31% |
$12.4K - $15.2K
|
90K
$4.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-283- 1.71% |
$12.5K - $15.4K
|
16.2K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-289- 1.99% |
$12.8K - $15.7K
|
14.2K
$763K
|