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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-8.63K- 31.45% |
$381K - $470K
|
18.8K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-8.83K- 80.56% |
$390K - $481K
|
2.13K
$114K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.91K- 86.48% |
$393K - $485K
|
1.39K
$74.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8.93K- 41.03% |
$394K - $486K
|
12.8K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.04K- 62.74% |
$399K - $492K
|
5.37K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-9.32K- 1.15% |
$412K - $508K
|
802K
$43M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.37K- 8.54% |
$414K - $510K
|
100K
$5.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-9.5K- 76.29% |
$419K - $517K
|
2.95K
$158K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.7K- 19.86% |
$428K - $528K
|
39.2K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.1K- 47.07% |
$447K - $552K
|
11.4K
$610K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10.6K- 2.18% |
$468K - $577K
|
475K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-10.6K- 66.05% |
$469K - $579K
|
5.47K
$293K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10.8K- 27.36% |
$477K - $588K
|
28.7K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.9K- 0.93% |
$480K - $592K
|
1.15M
$61.8M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.2K- 51.98% |
$494K - $609K
|
10.3K
$554K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-11.6K- 5.97% |
$512K - $632K
|
183K
$9.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11.9K- 34.63% |
$524K - $646K
|
22.4K
$1.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12KClosed |
$531K - $655K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.1K- 27.64% |
$535K - $660K
|
31.7K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-12.4K- 8.86% |
$546K - $673K
|
127K
$6.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12.4K- 32.36% |
$546K - $674K
|
25.9K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-12.4K- 13.82% |
$548K - $676K
|
77.4K
$4.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.5K- 24.25% |
$553K - $682K
|
39.1K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-12.6K- 10.41% |
$558K - $689K
|
109K
$5.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-12.8K- 44.86% |
$564K - $695K
|
15.7K
$841K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-12.8K- 18.0% |
$565K - $697K
|
58.3K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-12.9K- 5.67% |
$571K - $704K
|
215K
$11.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-13.5K- 34.41% |
$597K - $737K
|
25.8K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.7K- 6.86% |
$606K - $748K
|
187K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15K- 10.51% |
$663K - $818K
|
128K
$6.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15.4K- 3.65% |
$679K - $838K
|
406K
$21.8M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15.4K- 3.65% |
$679K - $838K
|
406K
$21.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-15.5K- 10.54% |
$686K - $846K
|
132K
$7.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 0.18% |
$694K - $856K
|
8.48M
$455M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-15.8K- 48.75% |
$697K - $860K
|
16.6K
$890K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 66.85% |
$702K - $866K
|
7.89K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-16.1K- 23.07% |
$711K - $877K
|
53.7K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17.7K- 13.46% |
$779K - $961K
|
113K
$6.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-18.1K- 98.9% |
$797K - $983K
|
200
$10.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-18.3K- 74.04% |
$806K - $994K
|
6.4K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.3K- 4.19% |
$809K - $998K
|
419K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-18.5K- 33.29% |
$818K - $1.01M
|
37.1K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-18.7K- 20.82% |
$826K - $1.02M
|
71.2K
$3.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 75.57% |
$835K - $1.03M
|
6.12K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-19.1K- 16.43% |
$844K - $1.04M
|
97.2K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-19.8K- 77.73% |
$872K - $1.08M
|
5.66K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-20.6K- 4.17% |
$907K - $1.12M
|
473K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-21K- 27.66% |
$927K - $1.14M
|
54.9K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-22K- 57.57% |
$970K - $1.2M
|
16.2K
$868K
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-22.1K- 0.43% |
$974K - $1.2M
|
5.11M
$274M
|