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 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.51K- 20.32% |
$66.5K - $82.1K
|
5.91K
$317K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.52K- 4.45% |
$66.9K - $82.5K
|
32.6K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 7.33% |
$67K - $82.6K
|
19.2K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.53K- 19.45% |
$67.3K - $83K
|
6.32K
$338K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-1.55K- 47.72% |
$68.4K - $84.4K
|
1.7K
$91K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.56K- 88.26% |
$69K - $85.1K
|
208
$11.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 0.79% |
$69.7K - $85.9K
|
199K
$10.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-1.6K- 15.41% |
$70.6K - $87.1K
|
8.78K
$471K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.62K- 26.07% |
$71.5K - $88.2K
|
4.59K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.66K- 10.22% |
$73.4K - $90.6K
|
14.6K
$783K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.73K- 7.43% |
$76.2K - $94K
|
21.5K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.75K- 8.73% |
$77.2K - $95.3K
|
18.3K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.75K- 23.37% |
$77.2K - $95.3K
|
5.74K
$307K
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.76K- 4.53% |
$77.8K - $96K
|
37.2K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.81K- 1.67% |
$79.8K - $98.4K
|
107K
$5.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.81K- 8.1% |
$79.8K - $98.4K
|
20.5K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.81K- 4.97% |
$79.8K - $98.5K
|
34.6K
$1.86M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.84K- 10.2% |
$81.2K - $100K
|
16.2K
$868K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.87K- 5.77% |
$82.5K - $102K
|
30.5K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.93K- 0.4% |
$85K - $105K
|
475K
$25.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.96K- 32.66% |
$86.7K - $107K
|
4.05K
$217K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.98K- 11.22% |
$87.2K - $108K
|
15.6K
$838K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.99K- 3.96% |
$87.7K - $108K
|
48.2K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2K- 9.6% |
$88.1K - $109K
|
18.8K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2K- 4.44% |
$88.1K - $109K
|
42.9K
$2.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.06K- 13.36% |
$90.9K - $112K
|
13.4K
$716K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.1K- 1.23% |
$92.9K - $115K
|
169K
$9.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.11K- 8.84% |
$93K - $115K
|
21.7K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.13K- 12.42% |
$94.1K - $116K
|
15K
$806K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.14K- 0.9% |
$94.4K - $116K
|
237K
$12.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-2.19K- 27.93% |
$96.6K - $119K
|
5.65K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.2K- 3.62% |
$97K - $120K
|
58.5K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.2K- 53.68% |
$97.2K - $120K
|
1.9K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.22K- 30.58% |
$98.1K - $121K
|
5.05K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.23K- 7.75% |
$98.5K - $121K
|
26.5K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-2.3K- 4.49% |
$101K - $125K
|
48.8K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.31K- 24.1% |
$102K - $126K
|
7.26K
$389K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-2.33K- 17.86% |
$103K - $127K
|
10.7K
$573K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.33K- 12.31% |
$103K - $127K
|
16.6K
$890K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.38K- 5.41% |
$105K - $130K
|
41.6K
$2.23M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.39K- 5.82% |
$105K - $130K
|
38.6K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.44K- 17.35% |
$108K - $133K
|
11.6K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.45K- 4.0% |
$108K - $133K
|
58.8K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.46K- 5.73% |
$109K - $134K
|
40.5K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.51K- 7.77% |
$111K - $137K
|
29.8K
$1.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.53K- 15.05% |
$112K - $138K
|
14.3K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 20.53% |
$112K - $138K
|
9.83K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.54K- 22.42% |
$112K - $138K
|
8.8K
$472K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.59K- 14.28% |
$114K - $141K
|
15.5K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.63K- 28.48% |
$116K - $143K
|
6.59K
$353K
|