Purchases and Sales Made in Q3 2023 in Dominion Energy, Inc (D)

D Quotes by TradingView

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
Apr 09, 2024 Q3 2023
Morningstar Investment Management LLC

Chicago, IL
BUY
 -
1.08K
+ 18.01%
$47.5K - $58.6K
7.05K $378K
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
1.05K
+ 15.84%
$46.3K - $57.2K
7.68K $412K
Oct 19, 2023 Q3 2023
Trust CO Of Virginia

BUY
 -
992
+ 1.37%
$43.8K - $54K
73.3K $3.93M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
986
New
$43.5K - $53.7K
986 $52.8K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
976
+ 7.66%
$43.1K - $53.1K
13.7K $735K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
961
+ 21.62%
$42.4K - $52.3K
5.41K $290K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
950
+ 295.03%
$41.9K - $51.7K
1.27K $68.2K
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
949
+ 10.17%
$41.9K - $51.7K
10.3K $551K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
923
+ 11.62%
$40.7K - $50.3K
8.87K $475K
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
916
+ 16.45%
$40.4K - $49.9K
6.48K $347K
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
903
+ 0.76%
$39.9K - $49.2K
119K $6.39M
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
BUY
 -
900
+ 13.46%
$39.7K - $49K
7.59K $406K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
883
+ 11.12%
$39K - $48.1K
8.83K $473K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
881
+ 1.25%
$38.9K - $48K
71.6K $3.84M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
863
+ 18.17%
$38.1K - $47K
5.61K $301K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
863
+ 18.17%
$38.1K - $47K
5.61K $301K
Nov 02, 2023 Q3 2023
Millburn Ridgefield Corp

BUY
 -
858
New
$37.9K - $46.7K
858 $46K
Nov 09, 2023 Q3 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
858
New
$37.9K - $46.7K
858 $46K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
840
+ 7.71%
$37.1K - $45.7K
11.7K $629K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
819
New
$36.2K - $44.6K
819 $43.9K
Oct 30, 2023 Q3 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
775
+ 0.44%
$34.2K - $42.2K
179K $9.58M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
737
+ 16.35%
$32.5K - $40.1K
5.25K $281K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
731
+ 17.53%
$32.3K - $39.8K
4.9K $263K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
722
+ 1.39%
$31.9K - $39.3K
52.5K $2.81M
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
704
+ 13.79%
$31.1K - $38.3K
5.81K $311K
Oct 19, 2023 Q3 2023
Asset Management One Co., Ltd.

BUY
 -
703
+ 0.19%
$31K - $38.3K
379K $20.3M
Nov 09, 2023 Q3 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
701
+ 0.05%
$30.9K - $38.2K
1.55M $82.9M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
701
+ 63.61%
$30.9K - $38.2K
1.8K $96.6K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
699
+ 2.88%
$30.9K - $38.1K
25K $1.34M
Nov 02, 2023 Q3 2023
Asset Management Resources, LLC

BUY
 -
690
+ 9.1%
$30.5K - $37.6K
8.27K $443K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
671
+ 0.89%
$29.6K - $36.5K
76K $4.07M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
669
+ 1.07%
$29.5K - $36.4K
63.1K $3.38M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
668
+ 7.18%
$29.5K - $36.4K
9.97K $534K
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
658
+ 2.35%
$29K - $35.8K
28.6K $1.53M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
645
+ 4.68%
$28.5K - $35.1K
14.4K $773K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
629
+ 12.36%
$27.8K - $34.2K
5.72K $306K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
623
+ 30.55%
$27.5K - $33.9K
2.66K $143K
Nov 09, 2023 Q3 2023
Vectors Research Management, LLC

New York, NY
BUY
 -
622
+ 1.42%
$27.5K - $33.9K
44.5K $2.38M
Nov 13, 2023 Q3 2023
Syntax Advisors, LLC

New York, NY
BUY
 -
619
+ 13.44%
$27.3K - $33.7K
5.23K $280K
Nov 14, 2023 Q3 2023
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
619
+ 13.44%
$27.3K - $33.7K
5.23K $280K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
615
+ 8.55%
$27.1K - $33.5K
7.81K $418K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
607
+ 1.21%
$26.8K - $33.1K
50.7K $2.72M
Oct 17, 2023 Q3 2023
Advisors Management Group Inc

BUY
 -
603
+ 1.15%
$26.6K - $32.8K
53.2K $2.85M
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
600
+ 3.31%
$26.5K - $32.7K
18.7K $1M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
599
+ 5.09%
$26.4K - $32.6K
12.4K $662K
Nov 14, 2023 Q3 2023
Kinloch Capital, LLC

Glen Allen, VA
BUY
 -
571
+ 12.2%
$25.2K - $31.1K
5.25K $281K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
564
+ 0.67%
$24.9K - $30.7K
84.6K $4.53M
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
563
+ 8.05%
$24.9K - $30.7K
7.55K $405K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
548
+ 3.33%
$24.2K - $29.8K
17K $912K

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