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 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.41K- 2.84% |
$195K - $240K
|
151K
$8.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.44K- 14.78% |
$196K - $242K
|
25.6K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.46K- 36.97% |
$197K - $243K
|
7.6K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.55K- 2.08% |
$201K - $248K
|
214K
$11.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.61K- 47.76% |
$204K - $251K
|
5.05K
$270K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.61K- 14.98% |
$204K - $251K
|
26.2K
$1.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.62K- 7.97% |
$204K - $252K
|
53.4K
$2.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.76K- 12.68% |
$210K - $259K
|
32.8K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-4.81K- 70.94% |
$212K - $262K
|
1.97K
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-4.88K- 0.83% |
$215K - $266K
|
585K
$31.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.91K- 13.53% |
$217K - $267K
|
31.4K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.09K- 4.85% |
$224K - $277K
|
99.8K
$5.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.15K- 60.94% |
$227K - $280K
|
3.3K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.22K- 2.46% |
$230K - $284K
|
207K
$11.1M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.22K- 2.46% |
$230K - $284K
|
207K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.34K- 17.09% |
$236K - $291K
|
25.9K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.36K- 24.66% |
$237K - $292K
|
16.4K
$877K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.36K- 24.66% |
$237K - $292K
|
16.4K
$877K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.4K- 35.6% |
$238K - $294K
|
9.76K
$523K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.58K- 15.35% |
$246K - $304K
|
30.8K
$1.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.6K- 25.47% |
$247K - $305K
|
16.4K
$878K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.68K- 47.81% |
$251K - $309K
|
6.2K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.82K- 27.97% |
$257K - $317K
|
15K
$803K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.94K- 6.87% |
$262K - $324K
|
80.6K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.15K- 8.97% |
$272K - $335K
|
62.4K
$3.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.22K- 1.4% |
$275K - $339K
|
437K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.22K- 30.47% |
$275K - $339K
|
14.2K
$761K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-6.33K- 2.29% |
$279K - $344K
|
270K
$14.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.34K- 15.93% |
$280K - $345K
|
33.5K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-6.53K- 31.17% |
$288K - $355K
|
14.4K
$772K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-6.58K- 20.1% |
$290K - $358K
|
26.1K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.61K- 27.66% |
$292K - $360K
|
17.3K
$927K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6.7K- 13.55% |
$296K - $365K
|
42.8K
$2.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-6.92K- 3.36% |
$306K - $377K
|
199K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.29K- 39.01% |
$322K - $397K
|
11.4K
$611K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.36K- 14.18% |
$325K - $401K
|
44.6K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.68K- 27.48% |
$339K - $418K
|
20.3K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-7.7K- 34.15% |
$340K - $419K
|
14.8K
$796K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.79K- 43.83% |
$344K - $424K
|
9.98K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-7.83K- 55.72% |
$346K - $426K
|
6.22K
$333K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.89K- 51.2% |
$348K - $430K
|
7.52K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-7.94K- 2.1% |
$351K - $432K
|
370K
$19.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.07K- 9.6% |
$356K - $439K
|
76K
$4.07M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.07K- 3.75% |
$356K - $440K
|
207K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-8.14K- 4.0% |
$359K - $443K
|
196K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-8.15K- 11.95% |
$360K - $444K
|
60K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.21K- 15.77% |
$362K - $447K
|
43.8K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.3K- 0.83% |
$366K - $452K
|
997K
$53.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-8.43K- 23.17% |
$372K - $459K
|
27.9K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-8.51K- 7.45% |
$376K - $463K
|
106K
$5.66M
|