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
Oct 30, 2023 Q3 2023
Bull Street Advisors, LLC

BUY
 -
545
+ 2.85%
$24.1K - $29.7K
19.6K $1.03M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
543
+ 3.23%
$24K - $29.6K
17.3K $913K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
541
New
$23.9K - $29.5K
541 $28.5K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
540
+ 4.53%
$23.8K - $29.4K
12.4K $655K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
529
+ 4.06%
$23.4K - $28.8K
13.6K $714K
Nov 08, 2023 Q3 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
524
+ 2.13%
$23.1K - $28.5K
25.2K $1.33M
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
512
+ 6.69%
$22.6K - $27.9K
8.16K $430K
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
508
+ 2.02%
$22.4K - $27.7K
25.7K $1.35M
Nov 02, 2023 Q3 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
500
+ 3.65%
$22.1K - $27.2K
14.2K $746K
Nov 06, 2023 Q3 2023
Private Wealth Partners, LLC

BUY
 -
500
+ 5.75%
$22.1K - $27.2K
9.2K $484K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
492
+ 10.06%
$21.7K - $26.8K
5.38K $283K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
482
+ 2.3%
$21.3K - $26.2K
21.4K $1.13M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
476
+ 4.92%
$21K - $25.9K
10.2K $535K
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
461
+ 4.75%
$20.3K - $25.1K
10.2K $535K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
447
+ 10.81%
$19.7K - $24.3K
4.58K $241K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
441
+ 5.17%
$19.5K - $24K
8.96K $472K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
435
+ 10.72%
$19.2K - $23.7K
4.49K $237K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
433
+ 1.14%
$19.1K - $23.6K
38.4K $2.02M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
427
+ 7.16%
$18.8K - $23.3K
6.39K $336K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
420
+ 10.08%
$18.5K - $22.9K
4.59K $241K
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
410
+ 149.64%
$18.1K - $22.3K
684 $36K
Oct 05, 2023 Q3 2023
West Oak Capital, LLC

BUY
 -
400
+ 26.67%
$17.7K - $21.8K
1.9K $100K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
400
+ 91.12%
$17.7K - $21.8K
839 $44.2K
Nov 13, 2023 Q3 2023
Aviva PLC

BUY
 -
400
+ 3.21%
$17.7K - $21.8K
12.9K $677K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.28%
$17.7K - $21.8K
144K $7.57M
Oct 26, 2023 Q3 2023
First City Capital Management, Inc.

BUY
 -
396
+ 7.85%
$17.5K - $21.6K
5.44K $286K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
394
+ 23.29%
$17.4K - $21.5K
2.09K $110K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
392
+ 0.7%
$17.3K - $21.3K
56.2K $2.96M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
375
+ 15.08%
$16.6K - $20.4K
2.86K $151K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
370
+ 0.0%
$16.3K - $20.1K
14M $737M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
364
+ 4.41%
$16.1K - $19.8K
8.61K $453K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
354
+ 52.29%
$15.6K - $19.3K
1.03K $54.3K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
354
+ 4.42%
$15.6K - $19.3K
8.37K $440K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
354
+ 3.65%
$15.6K - $19.3K
10.1K $529K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
352
+ 2.59%
$15.5K - $19.2K
13.9K $734K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
325
+ 2.93%
$14.3K - $17.7K
11.4K $601K
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
320
+ 5.48%
$14.1K - $17.4K
6.16K $324K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
311
+ 60.27%
$13.7K - $16.9K
827 $43.5K
Nov 13, 2023 Q3 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
305
+ 1.43%
$13.5K - $16.6K
21.7K $1.14M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
303
New
$13.4K - $16.5K
303 $15.9K
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
300
+ 4.86%
$13.2K - $16.3K
6.48K $341K
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
298
+ 2.44%
$13.2K - $16.2K
12.5K $657K
Nov 03, 2023 Q3 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
272
+ 0.46%
$12K - $14.8K
59.8K $3.15M
Nov 06, 2023 Q3 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
260
+ 2.7%
$11.5K - $14.2K
9.89K $521K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
252
+ 6.34%
$11.1K - $13.7K
4.22K $222K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
250
+ 3.89%
$11K - $13.6K
6.67K $351K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
243
+ 80.73%
$10.7K - $13.2K
544 $28.6K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
231
+ 3.8%
$10.2K - $12.6K
6.31K $332K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
228
+ 0.62%
$10.1K - $12.4K
36.8K $1.94M

Track Institutional and Insider Activities on D

Follow DOMINION ENERGY, INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells D shares.

Notify only if

Insider Trading

Get notified when an Dominion Energy, Inc insider buys or sells D shares.

Notify only if

News

Receive news related to DOMINION ENERGY, INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on D