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 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-574- 1.47% |
$25.3K - $31.3K
|
38.5K
$2.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-575- 5.03% |
$25.4K - $31.3K
|
10.9K
$582K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-578- 6.54% |
$25.5K - $31.5K
|
8.26K
$443K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-600- 16.0% |
$26.5K - $32.7K
|
3.15K
$169K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-634- 1.93% |
$28K - $34.5K
|
32.3K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-639- 1.65% |
$28.2K - $34.8K
|
38.1K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-654- 11.76% |
$28.9K - $35.6K
|
4.91K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-660- 7.58% |
$29.1K - $35.9K
|
8.04K
$431K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-676- 57.48% |
$29.8K - $36.8K
|
500
$26.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-686- 4.66% |
$30.3K - $37.4K
|
14K
$752K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-689- 10.69% |
$30.4K - $37.5K
|
5.76K
$308K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-695- 4.23% |
$30.7K - $37.8K
|
15.8K
$844K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-700- 7.03% |
$30.9K - $38.1K
|
9.26K
$496K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-731- 13.5% |
$32.3K - $39.8K
|
4.69K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-735- 9.37% |
$32.4K - $40K
|
7.11K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-738- 0.34% |
$32.6K - $40.2K
|
216K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-739- 30.59% |
$32.6K - $40.2K
|
1.68K
$89.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-747- 3.51% |
$33K - $40.7K
|
20.5K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-761- 0.43% |
$33.6K - $41.4K
|
174K
$9.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-787- 0.12% |
$34.7K - $42.9K
|
629K
$33.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-800- 28.28% |
$35.3K - $43.6K
|
2.03K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-800- 10.96% |
$35.3K - $43.6K
|
6.5K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-802- 7.15% |
$35.4K - $43.7K
|
10.4K
$558K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-827- 8.45% |
$36.5K - $45K
|
8.96K
$480K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-831- 13.14% |
$36.7K - $45.2K
|
5.49K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-841- 8.0% |
$37.1K - $45.8K
|
9.67K
$518K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-844- 2.04% |
$37.3K - $46K
|
40.6K
$2.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-851- 4.51% |
$37.6K - $46.3K
|
18K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-855- 5.3% |
$37.7K - $46.6K
|
15.3K
$819K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-880- 6.67% |
$38.8K - $47.9K
|
12.3K
$660K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-886- 6.12% |
$39.1K - $48.2K
|
13.6K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-889- 16.15% |
$39.2K - $48.4K
|
4.62K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-902- 59.03% |
$39.8K - $49.1K
|
626
$33.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-914- 5.42% |
$40.3K - $49.8K
|
15.9K
$854K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-916- 16.02% |
$40.4K - $49.9K
|
4.8K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-916- 1.92% |
$40.4K - $49.9K
|
46.8K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-923- 38.36% |
$40.7K - $50.3K
|
1.48K
$79.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-933- 3.39% |
$41.2K - $50.8K
|
26.6K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-940- 10.65% |
$41.5K - $51.2K
|
7.89K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-942- 16.24% |
$41.6K - $51.3K
|
4.86K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-943- 39.31% |
$41.6K - $51.3K
|
1.46K
$78K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-944- 2.65% |
$41.7K - $51.4K
|
34.6K
$1.86M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-950- 7.88% |
$41.9K - $51.7K
|
11.1K
$595K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-954- 13.99% |
$42.1K - $51.9K
|
5.86K
$314K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-965- 12.16% |
$42.6K - $52.5K
|
6.97K
$374K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-971- 10.07% |
$42.9K - $52.9K
|
8.67K
$465K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-984- 41.71% |
$43.4K - $53.6K
|
1.38K
$73.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-988- 12.3% |
$43.6K - $53.8K
|
7.05K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.01K- 12.61% |
$44.6K - $55K
|
7.01K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.02K- 4.43% |
$44.8K - $55.3K
|
21.9K
$1.17M
|