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 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 13.38% |
$45K - $55.5K
|
6.6K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.03K- 1.59% |
$45.6K - $56.2K
|
64.1K
$3.44M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 12.96% |
$45.9K - $56.6K
|
6.98K
$374K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.05K- 72.41% |
$46.3K - $57.2K
|
400
$21.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.06K- 2.29% |
$46.6K - $57.4K
|
45K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.06K- 38.91% |
$46.8K - $57.7K
|
1.66K
$89.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.06K- 4.09% |
$47K - $57.9K
|
25K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.07K- 4.79% |
$47.1K - $58K
|
21.2K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.09K- 7.16% |
$48K - $59.2K
|
14.1K
$755K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.09K- 27.12% |
$48.3K - $59.6K
|
2.94K
$158K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.1K- 5.06% |
$48.7K - $60.1K
|
20.7K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.11K- 2.84% |
$49K - $60.4K
|
37.9K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.12K- 0.51% |
$49.6K - $61.1K
|
221K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.12K- 6.62% |
$49.6K - $61.2K
|
15.8K
$849K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.13K- 26.3% |
$50K - $61.7K
|
3.18K
$170K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.13K- 11.36% |
$50.1K - $61.7K
|
8.85K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.15K- 16.76% |
$50.8K - $62.7K
|
5.72K
$306K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.15K- 11.44% |
$50.9K - $62.8K
|
8.93K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.16K- 10.81% |
$51.3K - $63.3K
|
9.59K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.16K- 13.06% |
$51.3K - $63.3K
|
7.74K
$415K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.16K- 3.38% |
$51.4K - $63.4K
|
33.2K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.17K- 9.17% |
$51.4K - $63.4K
|
11.5K
$618K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.17K- 7.73% |
$51.6K - $63.7K
|
14K
$748K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-1.18K- 11.02% |
$52.2K - $64.4K
|
9.55K
$512K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.2K- 7.26% |
$53.1K - $65.5K
|
15.4K
$823K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.24K- 15.84% |
$54.9K - $67.7K
|
6.61K
$354K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 15.84% |
$54.9K - $67.7K
|
6.61K
$354K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.27K- 10.35% |
$55.9K - $68.9K
|
11K
$588K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.27K- 5.54% |
$55.9K - $69K
|
21.6K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.27K- 6.63% |
$56.1K - $69.2K
|
17.9K
$958K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-1.29K- 21.7% |
$57K - $70.3K
|
4.66K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.29K- 2.62% |
$57K - $70.3K
|
48K
$2.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.31K- 15.06% |
$57.7K - $71.2K
|
7.37K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.35K- 9.06% |
$59.5K - $73.3K
|
13.5K
$725K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.35K- 10.19% |
$59.6K - $73.5K
|
11.9K
$637K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.36K- 29.54% |
$59.9K - $73.9K
|
3.24K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.38K- 3.78% |
$60.7K - $74.9K
|
35K
$1.87M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 13.69% |
$61.2K - $75.5K
|
8.74K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.39K- 3.69% |
$61.4K - $75.7K
|
36.3K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.39K- 4.64% |
$61.5K - $75.8K
|
28.6K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 8.13% |
$61.8K - $76.2K
|
15.8K
$848K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 47.04% |
$61.8K - $76.2K
|
1.58K
$84.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.4K- 0.43% |
$61.8K - $76.2K
|
325K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.41K- 1.2% |
$62.3K - $76.9K
|
117K
$6.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.42K- 5.87% |
$62.5K - $77K
|
22.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.42K- 1.23% |
$62.5K - $77K
|
114K
$6.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.42K- 12.82% |
$62.6K - $77.2K
|
9.65K
$517K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.43K- 2.45% |
$63.2K - $77.9K
|
57K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.46K- 29.62% |
$64.3K - $79.3K
|
3.46K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.47K- 17.34% |
$64.7K - $79.8K
|
6.99K
$374K
|