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 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.55K- 18.59% |
$140K - $176K
|
15.5K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.59K- 13.66% |
$142K - $178K
|
22.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.6K- 1.57% |
$142K - $178K
|
225K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.67K- 16.88% |
$145K - $182K
|
18.1K
$951K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.7K- 10.79% |
$146K - $183K
|
30.6K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-3.74K- 14.43% |
$148K - $185K
|
22.2K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.78K- 89.37% |
$149K - $187K
|
449
$23.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.79K- 10.03% |
$150K - $188K
|
34K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.82K- 9.9% |
$151K - $189K
|
34.8K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.83K- 1.85% |
$152K - $190K
|
203K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-3.86K- 7.89% |
$152K - $191K
|
45K
$2.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.86K- 11.54% |
$153K - $191K
|
29.6K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.87K- 4.57% |
$153K - $191K
|
80.8K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 7.55% |
$156K - $195K
|
48.3K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.98K- 11.68% |
$157K - $197K
|
30.1K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.03K- 30.65% |
$159K - $199K
|
9.12K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.07K- 35.26% |
$161K - $201K
|
7.47K
$393K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 34.15% |
$161K - $202K
|
7.86K
$414K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4.08K- 92.65% |
$161K - $202K
|
324
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-4.12K- 6.58% |
$163K - $204K
|
58.5K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.24K- 8.83% |
$168K - $210K
|
43.8K
$2.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.26K- 10.98% |
$169K - $211K
|
34.6K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.3K- 10.22% |
$170K - $213K
|
37.8K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.38K- 49.89% |
$173K - $216K
|
4.39K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.38K- 13.71% |
$173K - $217K
|
27.6K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.43K- 48.03% |
$175K - $219K
|
4.8K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-4.46K- 30.52% |
$176K - $221K
|
10.2K
$534K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.64K- 0.98% |
$183K - $230K
|
471K
$24.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.67K- 43.21% |
$185K - $231K
|
6.14K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.72K- 58.13% |
$186K - $233K
|
3.4K
$179K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.74K- 48.55% |
$187K - $234K
|
5.02K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.78K- 0.76% |
$189K - $236K
|
624K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.8K- 7.61% |
$190K - $238K
|
58.3K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-4.93K- 6.06% |
$195K - $244K
|
76.4K
$4.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-4.94K- 10.99% |
$195K - $244K
|
40K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.07K- 10.76% |
$201K - $251K
|
42.1K
$2.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.12K- 4.37% |
$202K - $253K
|
112K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5.2K- 19.77% |
$206K - $257K
|
21.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.25K- 5.26% |
$207K - $260K
|
94.6K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-5.4K- 9.82% |
$213K - $267K
|
49.6K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.51K- 11.77% |
$218K - $272K
|
41.3K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-5.63K- 37.93% |
$223K - $279K
|
9.22K
$485K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.74K- 15.07% |
$227K - $284K
|
32.4K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.79K- 28.39% |
$229K - $286K
|
14.6K
$769K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.91K- 53.16% |
$234K - $292K
|
5.21K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.92K- 11.09% |
$234K - $293K
|
47.5K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.93K- 9.45% |
$234K - $293K
|
56.8K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.99K- 39.98% |
$237K - $296K
|
8.99K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6K- 10.93% |
$237K - $297K
|
48.9K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6K- 31.95% |
$237K - $297K
|
12.8K
$673K
|