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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 9.38% |
$186K - $229K
|
49.1K
$2.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.2K+ 6.39% |
$185K - $229K
|
69.9K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.16K+ 280.05% |
$183K - $226K
|
5.64K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.15K+ 11.3% |
$183K - $226K
|
40.9K
$2.36M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
3.91K+ 3.74% |
$173K - $213K
|
108K
$6.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.85K+ 1.74% |
$170K - $209K
|
224K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.74K+ 21.3% |
$165K - $203K
|
21.3K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.73K+ 20.76% |
$165K - $203K
|
21.7K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
3.68K+ 25.1% |
$162K - $200K
|
18.3K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.55K+ 15.8% |
$157K - $193K
|
26K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
3.51K+ 0.05% |
$155K - $191K
|
7.6M
$438M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.5K+ 8.53% |
$154K - $190K
|
44.5K
$2.57M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.47K+ 10.01% |
$153K - $189K
|
38.1K
$2.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.36K+ 24.1% |
$148K - $183K
|
17.3K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.35K+ 16.54% |
$148K - $182K
|
23.6K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.34K+ 55.32% |
$147K - $182K
|
9.37K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.3K+ 3.66% |
$146K - $180K
|
93.4K
$5.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.28K+ 7.37% |
$145K - $179K
|
47.8K
$2.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.21K+ 72.39% |
$142K - $175K
|
7.65K
$441K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
3.15K+ 7.3% |
$139K - $171K
|
46.3K
$2.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.14K+ 29.64% |
$139K - $171K
|
13.7K
$792K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.12K+ 19.63% |
$138K - $170K
|
19K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.09K+ 73.11% |
$136K - $168K
|
7.32K
$422K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.09K+ 73.11% |
$136K - $168K
|
7.32K
$422K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.04K+ 140.03% |
$134K - $166K
|
5.21K
$300K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3K+ 7.41% |
$132K - $163K
|
43.5K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.98K+ 73.51% |
$132K - $162K
|
7.03K
$405K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.92K+ 13.39% |
$129K - $159K
|
24.7K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.88K+ 11.19% |
$127K - $157K
|
28.6K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76K+ 60.17% |
$122K - $150K
|
7.34K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.75K+ 28.7% |
$121K - $150K
|
12.3K
$710K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.74K+ 13720.0% |
$121K - $149K
|
2.76K
$159K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
2.72K+ 22.69% |
$120K - $148K
|
14.7K
$848K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.67K+ 682.1% |
$118K - $145K
|
3.06K
$176K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.6K+ 8.32% |
$115K - $142K
|
33.9K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.6K+ 14.93% |
$115K - $142K
|
20K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.53K+ 21.54% |
$112K - $138K
|
14.3K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.48K+ 17.76% |
$109K - $135K
|
16.4K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.47K+ 44.03% |
$109K - $134K
|
8.07K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.45K+ 10.61% |
$108K - $134K
|
25.6K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.43K+ 22.69% |
$107K - $133K
|
13.2K
$759K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.41K+ 27.29% |
$106K - $131K
|
11.2K
$647K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.24KNew |
$98.7K - $122K
|
2.24K
$129K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.22K+ 31.61% |
$97.9K - $121K
|
9.23K
$532K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.2K+ 2.03% |
$97.3K - $120K
|
111K
$6.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2K+ 39.09% |
$97.1K - $120K
|
7.83K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
2.2K+ 57.04% |
$96.9K - $120K
|
6.05K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.1K+ 32.31% |
$92.7K - $114K
|
8.6K
$496K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.07K+ 6.27% |
$91.3K - $113K
|
35.1K
$2.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 10.54% |
$88.4K - $109K
|
21K
$1.21M
|