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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-343- 3.01% |
$13.6K - $17K
|
11K
$649K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-349- 55.75% |
$13.8K - $17.3K
|
277
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-358- 3.71% |
$14.2K - $17.7K
|
9.3K
$546K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-365- 1.48% |
$14.4K - $18.1K
|
24.3K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-368- 13.82% |
$14.5K - $18.2K
|
2.29K
$135K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-369- 5.27% |
$14.6K - $18.3K
|
6.64K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-370- 1.88% |
$14.6K - $18.3K
|
19.3K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-380- 5.63% |
$15K - $18.8K
|
6.38K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-383- 3.96% |
$15.1K - $18.9K
|
9.29K
$546K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-384- 7.47% |
$15.2K - $19K
|
4.76K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-387- 3.83% |
$15.3K - $19.1K
|
9.71K
$571K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-396- 4.08% |
$15.7K - $19.6K
|
9.31K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-397- 5.36% |
$15.7K - $19.6K
|
7.01K
$412K
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.25% |
$15.8K - $19.8K
|
6K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-400- 6.86% |
$15.8K - $19.8K
|
5.43K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-400Closed |
$15.8K - $19.8K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-402- 48.61% |
$15.9K - $19.9K
|
425
$25K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-405- 2.75% |
$16K - $20K
|
14.3K
$840K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-419- 4.87% |
$16.6K - $20.7K
|
8.19K
$481K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-431- 2.03% |
$17K - $21.3K
|
20.8K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-435- 4.4% |
$17.2K - $21.5K
|
9.46K
$556K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-450- 4.1% |
$17.8K - $22.3K
|
10.5K
$618K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-462- 8.03% |
$18.3K - $22.9K
|
5.29K
$311K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-466- 8.79% |
$18.4K - $23.1K
|
4.84K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-467- 2.53% |
$18.5K - $23.1K
|
18K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-468- 11.44% |
$18.5K - $23.2K
|
3.62K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-470- 31.38% |
$18.6K - $23.3K
|
1.03K
$60.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-481- 1.01% |
$19K - $23.8K
|
47.3K
$2.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-491- 23.33% |
$19.4K - $24.3K
|
1.61K
$94.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-493- 1.92% |
$19.5K - $24.4K
|
25.2K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-496- 5.46% |
$19.6K - $24.5K
|
8.59K
$505K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 7.57% |
$19.8K - $24.7K
|
6.11K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 7.57% |
$19.8K - $24.7K
|
6.11K
$359K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-500Closed |
$19.8K - $24.7K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-501- 8.11% |
$19.8K - $24.8K
|
5.68K
$333K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-501- 7.75% |
$19.8K - $24.8K
|
5.96K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-501- 62.39% |
$19.8K - $24.8K
|
302
$17.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-518- 55.17% |
$20.5K - $25.6K
|
421
$24.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-520- 53.94% |
$20.6K - $25.7K
|
444
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-542- 5.83% |
$21.4K - $26.8K
|
8.76K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-559- 1.61% |
$22.1K - $27.7K
|
34.1K
$2M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-568- 3.35% |
$22.5K - $28.1K
|
16.4K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-570- 10.85% |
$22.5K - $28.2K
|
4.68K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-587- 4.16% |
$23.2K - $29K
|
13.5K
$794K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-600- 2.33% |
$23.7K - $29.7K
|
25.2K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-602- 1.56% |
$23.8K - $29.8K
|
38K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-616- 5.85% |
$24.4K - $30.5K
|
9.91K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-629- 11.0% |
$24.9K - $31.1K
|
5.09K
$299K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-629- 11.0% |
$24.9K - $31.1K
|
5.09K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-634- 10.18% |
$25.1K - $31.4K
|
5.59K
$329K
|