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 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 18.18% |
$43.3K - $54.2K
|
4.93K
$260K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.12K- 11.36% |
$44.2K - $55.3K
|
8.71K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.12K- 7.32% |
$44.4K - $55.6K
|
14.2K
$749K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.14K- 8.13% |
$44.9K - $56.1K
|
12.8K
$675K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-1.19K- 70.08% |
$47K - $58.9K
|
508
$26.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.19K- 0.5% |
$47.2K - $59K
|
235K
$12.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 10.08% |
$47.3K - $59.2K
|
10.7K
$562K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 7.88% |
$47.4K - $59.3K
|
14K
$737K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.32% |
$47.4K - $59.4K
|
50.6K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.2K- 2.41% |
$47.5K - $59.5K
|
48.7K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.21K- 10.84% |
$47.6K - $59.6K
|
9.91K
$521K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.22K- 3.18% |
$48.3K - $60.4K
|
37.2K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.23K- 21.87% |
$48.4K - $60.6K
|
4.38K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.23K- 1.14% |
$48.6K - $60.8K
|
107K
$5.63M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.23K- 15.69% |
$48.6K - $60.8K
|
6.61K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.25K- 3.07% |
$49.3K - $61.6K
|
39.3K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.25K- 16.53% |
$49.4K - $61.8K
|
6.31K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.25K- 7.96% |
$49.5K - $62K
|
14.5K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.26K- 4.12% |
$49.7K - $62.2K
|
29.3K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 11.08% |
$49.9K - $62.5K
|
10.1K
$533K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.29K- 13.83% |
$51.1K - $63.9K
|
8.05K
$424K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1.3K- 16.24% |
$51.2K - $64.1K
|
6.68K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.3K- 8.5% |
$51.3K - $64.3K
|
14K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.33K- 18.71% |
$52.6K - $65.8K
|
5.78K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.34K- 16.18% |
$53.1K - $66.4K
|
6.96K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.34K- 25.57% |
$53.1K - $66.5K
|
3.91K
$206K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.34K- 12.97% |
$53.1K - $66.5K
|
9.02K
$475K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 16.55% |
$54K - $67.5K
|
6.89K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.38K- 8.64% |
$54.5K - $68.2K
|
14.6K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.39K- 8.78% |
$54.9K - $68.7K
|
14.4K
$759K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.39K- 17.81% |
$55.1K - $69K
|
6.43K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.4K- 6.57% |
$55.3K - $69.2K
|
19.9K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.42K- 16.06% |
$56.3K - $70.4K
|
7.44K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.43K- 10.05% |
$56.3K - $70.5K
|
12.8K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.43K- 10.83% |
$56.3K - $70.5K
|
11.7K
$618K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.43KClosed |
$56.5K - $70.7K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.44K- 25.18% |
$56.8K - $71.1K
|
4.27K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.44K- 19.53% |
$56.9K - $71.2K
|
5.93K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44K- 6.88% |
$57.1K - $71.4K
|
19.6K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.45K- 17.02% |
$57.1K - $71.5K
|
7.05K
$371K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.5K- 3.91% |
$59.5K - $74.4K
|
37K
$1.95M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.51K- 9.82% |
$59.7K - $74.7K
|
13.9K
$729K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.51K- 13.26% |
$59.7K - $74.7K
|
9.88K
$520K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.53K- 10.47% |
$60.3K - $75.5K
|
13K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.53K- 13.11% |
$60.3K - $75.5K
|
10.1K
$532K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.55K- 11.41% |
$61.2K - $76.5K
|
12K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.55K- 23.93% |
$61.3K - $76.7K
|
4.93K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.57K- 15.88% |
$62.2K - $77.9K
|
8.34K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.58K- 17.35% |
$62.6K - $78.3K
|
7.54K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.59K- 19.27% |
$62.9K - $78.8K
|
6.67K
$351K
|