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 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-2.64K- 18.69% |
$116K - $143K
|
11.5K
$614K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2.67K- 2.12% |
$118K - $145K
|
123K
$6.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.67K- 11.15% |
$118K - $145K
|
21.3K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.7K- 4.69% |
$119K - $147K
|
54.9K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.71K- 7.08% |
$119K - $147K
|
35.5K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.72K- 13.69% |
$120K - $148K
|
17.1K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.78K- 29.58% |
$122K - $151K
|
6.61K
$354K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 18.93% |
$123K - $152K
|
11.9K
$640K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.9K- 24.63% |
$128K - $158K
|
8.86K
$475K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.9K- 4.94% |
$128K - $158K
|
55.8K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-2.94K- 22.1% |
$130K - $160K
|
10.4K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.01K- 23.29% |
$133K - $164K
|
9.91K
$531K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.02K- 3.5% |
$133K - $164K
|
83.3K
$4.46M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-3.06K- 10.54% |
$135K - $166K
|
25.9K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.1K- 34.47% |
$137K - $169K
|
5.9K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.12K- 2.57% |
$137K - $170K
|
118K
$6.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.12K- 4.64% |
$138K - $170K
|
64.1K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.15K- 2.62% |
$139K - $172K
|
117K
$6.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.16K- 15.69% |
$139K - $172K
|
17K
$910K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.23K- 23.13% |
$142K - $176K
|
10.7K
$575K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.24K- 7.25% |
$143K - $176K
|
41.5K
$2.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.27K- 1.73% |
$144K - $178K
|
185K
$9.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.31K- 4.88% |
$146K - $180K
|
64.5K
$3.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.33K- 3.93% |
$147K - $181K
|
81.3K
$4.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.35K- 11.78% |
$148K - $182K
|
25K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.4K- 22.03% |
$150K - $185K
|
12K
$644K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 8.02% |
$151K - $186K
|
39.2K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.46K- 43.3% |
$153K - $189K
|
4.53K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.55K- 18.75% |
$157K - $193K
|
15.4K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.62K- 23.56% |
$160K - $197K
|
11.7K
$629K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.63K- 44.46% |
$160K - $197K
|
4.53K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.63K- 1.62% |
$160K - $198K
|
221K
$11.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.73K- 13.29% |
$165K - $203K
|
24.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.74K- 22.15% |
$165K - $204K
|
13.1K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.79K- 4.27% |
$167K - $206K
|
84.8K
$4.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.82K- 15.45% |
$168K - $208K
|
20.9K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.82K- 1.23% |
$169K - $208K
|
307K
$16.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.86K- 3.22% |
$170K - $210K
|
116K
$6.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.04K- 0.42% |
$178K - $220K
|
947K
$50.8M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.13K- 3.99% |
$182K - $225K
|
99.4K
$5.33M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.13K- 36.26% |
$182K - $225K
|
7.27K
$389K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-4.14KClosed |
$183K - $226K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.15K- 24.56% |
$183K - $226K
|
12.7K
$682K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4.18KClosed |
$185K - $228K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.21K- 9.38% |
$186K - $229K
|
40.6K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.22K- 14.71% |
$186K - $230K
|
24.5K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.23K- 46.12% |
$187K - $231K
|
4.95K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.29K- 32.08% |
$189K - $234K
|
9.09K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.34K- 22.63% |
$192K - $236K
|
14.8K
$795K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.35K- 34.6% |
$192K - $237K
|
8.21K
$440K
|