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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.4K- 23.92% |
$95K - $119K
|
7.65K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.41K- 24.1% |
$95.1K - $119K
|
7.57K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.44K- 16.25% |
$96.6K - $121K
|
12.6K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.45K- 88.75% |
$97K - $121K
|
311
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.47K- 33.59% |
$97.5K - $122K
|
4.88K
$257K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.47K- 0.84% |
$97.5K - $122K
|
292K
$15.4M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.49K- 53.93% |
$98.4K - $123K
|
2.13K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.58K- 3.1% |
$102K - $128K
|
80.7K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.6K- 4.63% |
$103K - $129K
|
53.6K
$2.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.63K- 10.81% |
$104K - $130K
|
21.7K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.7K- 10.78% |
$107K - $134K
|
22.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.7K- 32.72% |
$107K - $134K
|
5.56K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.74K- 10.5% |
$108K - $136K
|
23.4K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.77K- 13.24% |
$109K - $137K
|
18.1K
$954K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.77K- 35.08% |
$109K - $137K
|
5.12K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.78K- 7.32% |
$110K - $138K
|
35.2K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.78K- 17.45% |
$110K - $138K
|
13.2K
$693K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.78K- 18.09% |
$110K - $138K
|
12.6K
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.8K- 5.81% |
$111K - $138K
|
45.4K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.83K- 35.06% |
$112K - $140K
|
5.24K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.84K- 26.47% |
$112K - $140K
|
7.88K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.84K- 9.32% |
$112K - $140K
|
27.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.86K- 8.96% |
$113K - $141K
|
29K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.9K- 18.65% |
$114K - $143K
|
12.6K
$665K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.91K- 9.16% |
$115K - $144K
|
28.8K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.91K- 6.55% |
$115K - $144K
|
41.5K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.91K- 36.81% |
$115K - $144K
|
5K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.93K- 15.39% |
$116K - $145K
|
16.1K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.94K- 27.37% |
$116K - $145K
|
7.79K
$410K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.97K- 6.41% |
$117K - $147K
|
43.3K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.97K- 23.8% |
$117K - $147K
|
9.52K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.05K- 10.9% |
$120K - $151K
|
24.9K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.05K- 66.56% |
$121K - $151K
|
1.53K
$80.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 7.55% |
$121K - $151K
|
37.5K
$1.97M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.09K- 4.14% |
$122K - $153K
|
71.5K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.11K- 4.0% |
$123K - $154K
|
74.7K
$3.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.16K- 35.81% |
$125K - $156K
|
5.67K
$298K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.17K- 25.46% |
$125K - $157K
|
9.28K
$488K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.23K- 24.93% |
$128K - $160K
|
9.73K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.25K- 37.41% |
$128K - $161K
|
5.43K
$286K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.33K- 10.02% |
$132K - $165K
|
29.9K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.35K- 16.31% |
$132K - $165K
|
17.2K
$903K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.36K- 8.57% |
$133K - $166K
|
35.8K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 8.86% |
$133K - $167K
|
34.7K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.37K- 43.9% |
$133K - $167K
|
4.31K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.39K- 20.63% |
$134K - $168K
|
13K
$687K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-3.4K- 14.15% |
$134K - $168K
|
20.6K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.4K- 8.18% |
$135K - $168K
|
38.2K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.52K- 2.72% |
$139K - $174K
|
126K
$6.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.52K- 8.49% |
$139K - $174K
|
37.9K
$2M
|