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 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-22.7K- 34.79% |
$1M - $1.24M
|
42.5K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.9K- 1.63% |
$1.01M - $1.25M
|
1.38M
$72.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-23.1K- 50.26% |
$1.02M - $1.26M
|
22.9K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Maple Brown Abbott LTD
|
SELL
|
- |
-23.3K- 1.94% |
$1.03M - $1.27M
|
1.18M
$61.9M
|
|
|
Aug 01, 2024
Q3 2023
|
Maple Brown Abbott LTD
|
SELL
|
- |
-23.3K- 1.94% |
$1.03M - $1.27M
|
1.18M
$61.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 9.23% |
$1.04M - $1.28M
|
231K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-24.3K- 11.46% |
$1.07M - $1.33M
|
188K
$9.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.6K- 45.19% |
$1.08M - $1.34M
|
29.8K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-25.1K- 0.22% |
$1.11M - $1.37M
|
11.5M
$604M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-25.1K- 43.12% |
$1.11M - $1.37M
|
33.1K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26K- 40.62% |
$1.15M - $1.42M
|
38K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-28K- 58.72% |
$1.24M - $1.53M
|
19.7K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-31K- 17.89% |
$1.37M - $1.69M
|
142K
$7.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-33.4K- 7.36% |
$1.47M - $1.82M
|
420K
$22.1M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-33.4K- 7.36% |
$1.47M - $1.82M
|
420K
$22.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-34.5K- 84.62% |
$1.52M - $1.88M
|
6.27K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-34.5K- 10.02% |
$1.52M - $1.88M
|
310K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35.5K- 2.28% |
$1.57M - $1.93M
|
1.52M
$80M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-37K- 50.4% |
$1.63M - $2.01M
|
36.4K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-39.6K- 14.75% |
$1.75M - $2.15M
|
229K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-41.2K- 43.52% |
$1.82M - $2.24M
|
53.5K
$2.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-41.3K- 13.35% |
$1.82M - $2.25M
|
268K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41.8K- 42.23% |
$1.84M - $2.28M
|
57.2K
$3.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-42.6K- 2.02% |
$1.88M - $2.32M
|
2.07M
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-43.1K- 94.43% |
$1.9M - $2.35M
|
2.54K
$134K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-44.5K- 26.75% |
$1.97M - $2.42M
|
122K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.1K- 42.88% |
$2.08M - $2.56M
|
62.7K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50.5K- 3.65% |
$2.23M - $2.75M
|
1.33M
$70.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-51.8K- 52.86% |
$2.29M - $2.82M
|
46.2K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-51.8K- 21.91% |
$2.29M - $2.82M
|
185K
$9.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-55.5K- 12.57% |
$2.45M - $3.02M
|
386K
$20.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-57.1K- 33.07% |
$2.52M - $3.11M
|
116K
$6.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-67.3K- 76.29% |
$2.97M - $3.66M
|
20.9K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-71.4K- 37.29% |
$3.15M - $3.89M
|
120K
$6.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-73.7K- 11.76% |
$3.25M - $4.01M
|
553K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-77.8K- 28.8% |
$3.43M - $4.24M
|
192K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-79.2K- 39.13% |
$3.5M - $4.31M
|
123K
$6.48M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-82.3K- 6.93% |
$3.63M - $4.48M
|
1.1M
$58.1M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-86.8K- 6.58% |
$3.83M - $4.73M
|
1.23M
$64.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-88.6K- 81.29% |
$3.91M - $4.82M
|
20.4K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-88.8K- 91.49% |
$3.92M - $4.83M
|
8.26K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-90.2K- 30.85% |
$3.98M - $4.91M
|
202K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-97.8K- 59.43% |
$4.32M - $5.32M
|
66.8K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-101K- 74.41% |
$4.44M - $5.48M
|
34.6K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-108K- 5.91% |
$4.75M - $5.85M
|
1.71M
$90M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-118K- 92.62% |
$5.2M - $6.41M
|
9.38K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-122K- 15.63% |
$5.38M - $6.64M
|
658K
$34.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-125K- 7.27% |
$5.51M - $6.8M
|
1.59M
$83.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-127K- 98.51% |
$5.61M - $6.92M
|
1.92K
$101K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-133K- 95.06% |
$5.85M - $7.22M
|
6.89K
$363K
|