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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.59K- 19.27% |
$62.9K - $78.8K
|
6.67K
$358K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.6K- 44.06% |
$63.1K - $78.9K
|
2.03K
$109K
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.6K- 7.99% |
$63.2K - $79.1K
|
18.4K
$988K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.62K- 0.93% |
$64.1K - $80.2K
|
173K
$9.26M
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.64K- 0.63% |
$65K - $81.3K
|
260K
$13.9M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.67K- 15.91% |
$65.9K - $82.5K
|
8.82K
$473K
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.68K- 21.74% |
$66.2K - $82.9K
|
6.03K
$323K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.69K- 5.95% |
$66.6K - $83.4K
|
26.6K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.69K- 5.0% |
$66.8K - $83.7K
|
32.2K
$1.73M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.69K- 2.31% |
$66.9K - $83.7K
|
71.6K
$3.84M
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.69K- 10.47% |
$66.9K - $83.8K
|
14.5K
$777K
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.72K- 13.47% |
$67.8K - $84.8K
|
11K
$591K
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.72K- 4.03% |
$68K - $85K
|
41K
$2.2M
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-1.74K- 18.17% |
$68.6K - $85.8K
|
7.82K
$419K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.74K- 22.51% |
$68.9K - $86.2K
|
6K
$322K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.76K- 13.2% |
$69.7K - $87.2K
|
11.6K
$622K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.77K- 0.54% |
$69.9K - $87.5K
|
323K
$17.4M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.78K- 7.07% |
$70.2K - $87.9K
|
23.3K
$1.25M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.79K- 4.42% |
$70.6K - $88.3K
|
38.6K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.79K- 19.21% |
$70.9K - $88.7K
|
7.55K
$405K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.81K- 0.84% |
$71.5K - $89.5K
|
213K
$11.4M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.82K- 1.29% |
$71.9K - $90K
|
139K
$7.47M
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.85K- 52.25% |
$73K - $91.3K
|
1.69K
$90.5K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.85K- 13.3% |
$73.3K - $91.7K
|
12.1K
$649K
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.86K- 22.72% |
$73.3K - $91.8K
|
6.31K
$338K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.86K- 4.99% |
$73.6K - $92.1K
|
35.5K
$1.9M
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-1.87K- 16.6% |
$73.8K - $92.4K
|
9.39K
$504K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.87K- 89.79% |
$74K - $92.7K
|
213
$11.4K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.9K- 19.39% |
$74.9K - $93.7K
|
7.88K
$423K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.92K- 11.54% |
$75.8K - $94.9K
|
14.7K
$789K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.94K- 27.51% |
$76.5K - $95.7K
|
5.1K
$274K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2K- 50.0% |
$79.1K - $98.9K
|
2K
$107K
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.02K- 22.55% |
$79.9K - $100K
|
6.94K
$373K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.05K- 32.29% |
$81.1K - $101K
|
4.3K
$231K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.1K- 6.82% |
$83K - $104K
|
28.7K
$1.54M
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.13K- 19.18% |
$84.2K - $105K
|
8.97K
$482K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.15K- 13.54% |
$84.8K - $106K
|
13.7K
$735K
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.16K- 24.09% |
$85.5K - $107K
|
6.81K
$365K
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.18K- 10.31% |
$86.3K - $108K
|
19K
$1.02M
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.22K- 34.17% |
$87.7K - $110K
|
4.27K
$229K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.23K- 18.33% |
$88.2K - $110K
|
9.94K
$533K
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.26K- 27.89% |
$89.1K - $112K
|
5.83K
$313K
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.29K- 7.68% |
$90.5K - $113K
|
27.5K
$1.48M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.31K- 5.39% |
$91.2K - $114K
|
40.5K
$2.17M
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-2.33K- 12.41% |
$92.1K - $115K
|
16.4K
$882K
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.33K- 8.15% |
$92.2K - $115K
|
26.3K
$1.41M
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.34K- 26.58% |
$92.3K - $116K
|
6.45K
$346K
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.38K- 32.55% |
$94.2K - $118K
|
4.94K
$265K
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.38K- 32.55% |
$94.2K - $118K
|
4.94K
$265K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.39K- 59.05% |
$94.5K - $118K
|
1.66K
$89K
|