Purchases and Sales Made in Q4 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-10- 45.45% |
$395 - $495
|
12
$632
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10- 0.2% |
$395 - $495
|
4.9K
$258K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.82% |
$395 - $495
|
1.21K
$63.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11- 0.13% |
$435 - $544
|
8.21K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-12- 0.24% |
$474 - $594
|
4.94K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 0.03% |
$514 - $643
|
51.2K
$2.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-15- 0.08% |
$593 - $742
|
19K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-18- 0.24% |
$712 - $890
|
7.56K
$398K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-19- 12.26% |
$751 - $940
|
136
$7.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-19- 15.08% |
$751 - $940
|
107
$5.63K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-20- 0.63% |
$791 - $989
|
3.16K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 9.62% |
$791 - $989
|
188
$9.89K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-21- 13.38% |
$830 - $1.04K
|
136
$7.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-29- 3.59% |
$1.15K - $1.43K
|
779
$41K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 0.31% |
$1.19K - $1.48K
|
9.56K
$503K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31- 0.18% |
$1.23K - $1.53K
|
17.3K
$911K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-34- 3.29% |
$1.34K - $1.68K
|
1K
$52.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-35- 0.68% |
$1.38K - $1.73K
|
5.13K
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-36- 9.21% |
$1.42K - $1.78K
|
355
$18.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-37- 1.25% |
$1.46K - $1.83K
|
2.92K
$153K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-38- 1.0% |
$1.5K - $1.88K
|
3.77K
$198K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-50- 81.97% |
$1.98K - $2.47K
|
11
$579
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51- 14.33% |
$2.02K - $2.52K
|
305
$16.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-52- 0.21% |
$2.06K - $2.57K
|
24.4K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-55- 0.16% |
$2.17K - $2.72K
|
34.3K
$1.8M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-57- 2.95% |
$2.25K - $2.82K
|
1.87K
$98.6K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-58- 0.51% |
$2.29K - $2.87K
|
11.4K
$600K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-67- 9.09% |
$2.65K - $3.31K
|
670
$35.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-68- 15.7% |
$2.69K - $3.36K
|
365
$19.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-68- 0.77% |
$2.69K - $3.36K
|
8.73K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-70- 0.81% |
$2.77K - $3.46K
|
8.59K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 14.15% |
$3.04K - $3.81K
|
467
$24.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-78- 1.19% |
$3.08K - $3.86K
|
6.47K
$340K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-81- 0.86% |
$3.2K - $4.01K
|
9.32K
$491K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-82- 0.57% |
$3.24K - $4.06K
|
14.3K
$755K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-89- 0.66% |
$3.52K - $4.4K
|
13.4K
$707K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 0.47% |
$3.95K - $4.95K
|
21.4K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 5.26% |
$3.95K - $4.95K
|
1.8K
$94.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-100- 1.9% |
$3.95K - $4.95K
|
5.17K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 1.14% |
$3.95K - $4.95K
|
8.68K
$457K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 4.93% |
$3.95K - $4.95K
|
1.93K
$102K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 1.31% |
$3.95K - $4.95K
|
7.55K
$397K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-105- 4.51% |
$4.15K - $5.19K
|
2.22K
$117K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-109- 8.65% |
$4.31K - $5.39K
|
1.15K
$60.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-118- 21.42% |
$4.66K - $5.84K
|
433
$22.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-123- 1.49% |
$4.86K - $6.08K
|
8.16K
$429K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 3.82% |
$4.98K - $6.23K
|
3.17K
$167K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-128- 4.35% |
$5.06K - $6.33K
|
2.81K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-130- 2.14% |
$5.14K - $6.43K
|
5.95K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-131- 2.17% |
$5.18K - $6.48K
|
5.92K
$311K
|