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 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-6.03K- 39.22% |
$238K - $298K
|
9.34K
$500K
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.04K- 35.34% |
$239K - $299K
|
11.1K
$592K
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-6.05K- 3.09% |
$239K - $299K
|
190K
$10.2M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.13K- 4.33% |
$242K - $303K
|
135K
$7.26M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.24K- 41.97% |
$247K - $309K
|
8.62K
$462K
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-6.33K- 42.66% |
$250K - $313K
|
8.51K
$456K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6.38K- 20.33% |
$252K - $316K
|
25K
$1.34M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-6.43K- 25.06% |
$254K - $318K
|
19.2K
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.63K- 7.37% |
$262K - $328K
|
83.3K
$4.47M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.68K- 19.05% |
$264K - $331K
|
28.4K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-6.73K- 19.24% |
$266K - $333K
|
28.2K
$1.51M
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-6.8K- 88.35% |
$269K - $337K
|
897
$48.1K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.84K- 31.97% |
$270K - $338K
|
14.6K
$780K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.86K- 99.32% |
$271K - $339K
|
47
$2.52K
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6.86K- 1.13% |
$271K - $339K
|
599K
$32.1M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.88K- 1.19% |
$272K - $340K
|
573K
$30.7M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.97K- 75.21% |
$275K - $345K
|
2.3K
$123K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.97K- 15.64% |
$276K - $345K
|
37.6K
$2.01M
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-6.98K- 20.16% |
$276K - $345K
|
27.7K
$1.48M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-7.07K- 9.3% |
$279K - $350K
|
68.9K
$3.69M
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.09K- 4.16% |
$280K - $351K
|
163K
$8.76M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.11K- 11.84% |
$281K - $352K
|
52.9K
$2.84M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-7.11K- 57.57% |
$281K - $352K
|
5.24K
$281K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-7.29K- 6.72% |
$288K - $360K
|
101K
$5.42M
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.63K- 50.91% |
$301K - $377K
|
7.35K
$394K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.65K- 36.93% |
$302K - $378K
|
13.1K
$700K
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.68K- 34.0% |
$304K - $380K
|
14.9K
$799K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-7.71K- 89.63% |
$305K - $381K
|
891
$47.7K
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-7.93K- 21.19% |
$314K - $392K
|
29.5K
$1.58M
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8K- 2.46% |
$316K - $396K
|
317K
$17M
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.15K- 52.11% |
$322K - $403K
|
7.49K
$401K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.17K- 40.28% |
$323K - $404K
|
12.1K
$649K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.23K- 42.87% |
$325K - $407K
|
11K
$588K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.42K- 4.52% |
$333K - $417K
|
178K
$9.55M
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-8.47K- 46.27% |
$335K - $419K
|
9.84K
$527K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.68K- 6.99% |
$343K - $429K
|
116K
$6.19M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.84KClosed |
$349K - $437K
|
0
$0
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.04K- 33.97% |
$357K - $447K
|
17.6K
$942K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.05K- 41.92% |
$358K - $448K
|
12.5K
$672K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.1K- 9.15% |
$360K - $450K
|
90.3K
$4.84M
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-9.28K- 1.59% |
$367K - $459K
|
576K
$30.9M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.36K- 29.22% |
$370K - $463K
|
22.7K
$1.22M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.57K- 4.54% |
$378K - $474K
|
201K
$10.8M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.64K- 59.52% |
$381K - $477K
|
6.56K
$351K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9.92K- 33.49% |
$392K - $491K
|
19.7K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-9.96K- 43.56% |
$394K - $493K
|
12.9K
$691K
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.97K- 0.66% |
$394K - $493K
|
1.51M
$81M
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-10.3K- 18.78% |
$408K - $510K
|
44.6K
$2.39M
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10.3K- 1.04% |
$408K - $511K
|
987K
$52.9M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-10.4K- 66.53% |
$411K - $514K
|
5.23K
$280K
|