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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-291- 36.51% |
$12.8K - $15.8K
|
506
$27.1K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-291- 1.79% |
$12.8K - $15.8K
|
16K
$855K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-298- 0.78% |
$13.2K - $16.2K
|
37.8K
$2.03M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-300- 3.63% |
$13.2K - $16.3K
|
7.97K
$427K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-300- 5.61% |
$13.2K - $16.3K
|
5.05K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-311- 3.7% |
$13.7K - $16.9K
|
8.1K
$434K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-317- 1.22% |
$14K - $17.3K
|
25.7K
$1.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-329- 21.35% |
$14.5K - $17.9K
|
1.21K
$65K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-333- 2.66% |
$14.7K - $18.1K
|
12.2K
$652K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-336- 2.28% |
$14.8K - $18.3K
|
14.4K
$772K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-336- 2.66% |
$14.8K - $18.3K
|
12.3K
$659K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-337- 0.6% |
$14.9K - $18.3K
|
56K
$3M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-339- 2.1% |
$15K - $18.5K
|
15.8K
$845K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-339- 0.52% |
$15K - $18.5K
|
64.7K
$3.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-348- 2.0% |
$15.4K - $18.9K
|
17.1K
$916K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-350- 41.72% |
$15.4K - $19.1K
|
489
$26.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-350- 4.82% |
$15.4K - $19.1K
|
6.9K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-351- 51.54% |
$15.5K - $19.1K
|
330
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-353- 2.02% |
$15.6K - $19.2K
|
17.1K
$916K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-356- 12.96% |
$15.7K - $19.4K
|
2.39K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-368- 40.09% |
$16.2K - $20K
|
550
$29.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 4.53% |
$17.7K - $21.8K
|
8.43K
$452K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-400- 6.96% |
$17.7K - $21.8K
|
5.35K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-401- 3.99% |
$17.7K - $21.8K
|
9.66K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-409- 3.76% |
$18.1K - $22.3K
|
10.5K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-416- 6.79% |
$18.4K - $22.7K
|
5.71K
$306K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-420- 1.94% |
$18.5K - $22.9K
|
21.2K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-427- 4.77% |
$18.8K - $23.3K
|
8.52K
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-431- 1.91% |
$19K - $23.5K
|
22.1K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-446- 1.53% |
$19.7K - $24.3K
|
28.6K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-449- 0.94% |
$19.8K - $24.4K
|
47.1K
$2.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-450- 2.14% |
$19.9K - $24.5K
|
20.6K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-455- 3.06% |
$20.1K - $24.8K
|
14.4K
$773K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-460- 2.18% |
$20.3K - $25K
|
20.7K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-461- 1.07% |
$20.3K - $25.1K
|
42.7K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-467- 20.91% |
$20.6K - $25.4K
|
1.77K
$94.6K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-467- 20.91% |
$20.6K - $25.4K
|
1.77K
$94.6K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.22% |
$22.1K - $27.2K
|
229K
$12.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-500- 1.61% |
$22.1K - $27.2K
|
30.5K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-500- 3.29% |
$22.1K - $27.2K
|
14.7K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 6.57% |
$22.1K - $27.2K
|
7.11K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-503- 16.22% |
$22.2K - $27.4K
|
2.6K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-504- 0.66% |
$22.2K - $27.4K
|
76K
$4.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-533- 5.15% |
$23.5K - $29K
|
9.81K
$526K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-533- 6.47% |
$23.5K - $29K
|
7.7K
$413K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-550- 2.85% |
$24.3K - $29.9K
|
18.8K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-556- 1.46% |
$24.5K - $30.3K
|
37.4K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-557- 27.1% |
$24.6K - $30.3K
|
1.5K
$80.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-564- 3.42% |
$24.9K - $30.7K
|
15.9K
$854K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573- 49.14% |
$25.3K - $31.2K
|
593
$31.8K
|