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
|
Credit Agricole S A
|
BUY
|
- |
7.87KNew |
$347K - $428K
|
7.87K
$453K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.81K+ 13.18% |
$345K - $425K
|
67.1K
$3.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.76K+ 28.18% |
$342K - $422K
|
35.3K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.69K+ 9.98% |
$339K - $419K
|
84.7K
$4.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.58K+ 39.4% |
$334K - $413K
|
26.8K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.48KNew |
$330K - $407K
|
7.48K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.41K+ 9.11% |
$327K - $403K
|
88.7K
$5.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.21KNew |
$318K - $392K
|
7.21K
$415K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.13K+ 5.19% |
$315K - $388K
|
145K
$8.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.11K+ 0.91% |
$314K - $387K
|
788K
$45.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.03K+ 86.15% |
$310K - $383K
|
15.2K
$876K
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
7.02KNew |
$310K - $382K
|
7.02K
$405K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
6.86K+ 328.8% |
$303K - $374K
|
8.95K
$516K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.67K+ 17.41% |
$294K - $363K
|
45K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.46KNew |
$285K - $352K
|
6.46K
$372K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.46K+ 75.84% |
$285K - $352K
|
15K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.42K+ 7.05% |
$283K - $350K
|
97.5K
$5.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.29K+ 14.44% |
$278K - $343K
|
49.9K
$2.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
6.18KNew |
$273K - $336K
|
6.18K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.07K+ 30.01% |
$268K - $331K
|
26.3K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.05KNew |
$267K - $329K
|
6.05K
$349K
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.99KNew |
$264K - $326K
|
5.99K
$345K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.89KNew |
$260K - $321K
|
5.89K
$340K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
5.8KNew |
$256K - $316K
|
5.8K
$334K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.78K+ 25.51% |
$255K - $314K
|
28.4K
$1.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.76K+ 36.44% |
$254K - $314K
|
21.6K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.65KNew |
$249K - $308K
|
5.65K
$326K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.58KNew |
$246K - $304K
|
5.58K
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.5K+ 1.38% |
$243K - $299K
|
404K
$23.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.45K+ 16.42% |
$240K - $297K
|
38.6K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
5.35KNew |
$236K - $291K
|
5.35K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.31K+ 1.53% |
$235K - $289K
|
352K
$20.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.3K+ 30.65% |
$234K - $289K
|
22.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25K+ 108.29% |
$232K - $286K
|
10.1K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.17KNew |
$228K - $281K
|
5.17K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.08K+ 43.35% |
$224K - $276K
|
16.8K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.04KNew |
$223K - $275K
|
5.04K
$291K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.03KNew |
$222K - $274K
|
5.03K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
4.92KNew |
$217K - $268K
|
4.92K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.76KNew |
$210K - $259K
|
4.76K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.76KNew |
$210K - $259K
|
4.76K
$274K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.74K+ 14.55% |
$209K - $258K
|
37.3K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.72K+ 5.82% |
$208K - $257K
|
85.7K
$4.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
4.7KNew |
$208K - $256K
|
4.7K
$271K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.56KNew |
$201K - $248K
|
4.56K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4.49K+ 7.72% |
$198K - $244K
|
62.6K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.47K+ 20.45% |
$197K - $243K
|
26.3K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.41K+ 4.86% |
$194K - $240K
|
95.1K
$5.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
4.4K+ 28.33% |
$194K - $240K
|
19.9K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
4.25K+ 2.05% |
$187K - $231K
|
211K
$12.2M
|