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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
BUY
|
- |
2K+ 8.7% |
$88.3K - $109K
|
25K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
2K+ 110.86% |
$88.3K - $109K
|
3.8K
$204K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.95K+ 47.17% |
$85.9K - $106K
|
6.08K
$326K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.93K+ 18.63% |
$85.2K - $105K
|
12.3K
$659K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.91K+ 3.11% |
$84.3K - $104K
|
63.3K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.87K+ 0.51% |
$82.5K - $102K
|
367K
$19.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.84K+ 12.45% |
$81.3K - $100K
|
16.6K
$891K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.77K+ 13.01% |
$78K - $96.2K
|
15.3K
$822K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.74K+ 13.59% |
$77K - $95K
|
14.6K
$781K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.72K+ 26.32% |
$75.9K - $93.6K
|
8.25K
$442K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.71K+ 25.45% |
$75.5K - $93.1K
|
8.43K
$452K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.7K+ 25.0% |
$74.9K - $92.5K
|
8.49K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.68K+ 27.86% |
$74.1K - $91.4K
|
7.7K
$413K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.63K+ 13.61% |
$71.7K - $88.5K
|
13.6K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 3.26% |
$71.4K - $88K
|
51.2K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.61K+ 2.55% |
$71.2K - $87.8K
|
64.8K
$3.47M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.6K+ 0.82% |
$70.6K - $87.1K
|
197K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.59K+ 5.11% |
$70.1K - $86.5K
|
32.7K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.55K+ 8.96% |
$68.6K - $84.6K
|
18.9K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 11.08% |
$67.7K - $83.5K
|
15.4K
$824K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.51K+ 30.18% |
$66.6K - $82.1K
|
6.51K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.51K+ 14.7% |
$66.4K - $81.9K
|
11.7K
$629K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 44.09% |
$66.4K - $81.9K
|
4.92K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.47K+ 15.19% |
$64.7K - $79.8K
|
11.1K
$595K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.43KNew |
$63.1K - $77.9K
|
1.43K
$76.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.42KNew |
$62.8K - $77.4K
|
1.42K
$76.2K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.41K+ 17.95% |
$62.4K - $77K
|
9.29K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.41K+ 18.4% |
$62.1K - $76.7K
|
9.06K
$485K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
1.39K+ 146.89% |
$61.5K - $75.9K
|
2.34K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.38K+ 5.52% |
$61.1K - $75.4K
|
26.5K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.37K+ 9.23% |
$60.3K - $74.4K
|
16.2K
$867K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.33K+ 22.46% |
$58.8K - $72.6K
|
7.27K
$389K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.33K+ 3.4% |
$58.7K - $72.4K
|
40.4K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.33K+ 16.1% |
$58.7K - $72.4K
|
9.59K
$514K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.33KNew |
$58.5K - $72.2K
|
1.33K
$71.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.33K+ 12.23% |
$58.5K - $72.1K
|
12.2K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
$55.2K - $68.1K
|
1.25K
$67K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.25K+ 6.79% |
$55.1K - $68K
|
19.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.23K+ 1.79% |
$54.3K - $67K
|
70K
$3.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 13.2% |
$53.8K - $66.4K
|
10.5K
$560K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
1.2K+ 840.56% |
$53.1K - $65.4K
|
1.35K
$72.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.2K+ 3.66% |
$52.7K - $65.1K
|
33.8K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.19K+ 2.35% |
$52.5K - $64.8K
|
51.8K
$2.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 14.05% |
$51.8K - $63.9K
|
9.52K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.17K+ 1.34% |
$51.8K - $63.9K
|
88.5K
$4.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.16K+ 11.52% |
$51.2K - $63.2K
|
11.2K
$602K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.11K+ 14.54% |
$49.1K - $60.6K
|
8.77K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.11K+ 12.99% |
$49K - $60.4K
|
9.65K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 9.98% |
$47.9K - $59.1K
|
12K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.08K+ 18.01% |
$47.5K - $58.6K
|
7.05K
$378K
|