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 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
77.7K+ 132.21% |
$3.07M - $3.84M
|
136K
$7.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
75.6K+ 1.0% |
$2.99M - $3.74M
|
7.61M
$408M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
75.3K+ 35.03% |
$2.98M - $3.73M
|
290K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
74.6K+ 18.35% |
$2.95M - $3.69M
|
481K
$25.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
72.1K+ 3.56% |
$2.85M - $3.56M
|
2.1M
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
71.7K+ 0.09% |
$2.83M - $3.54M
|
76.2M
$4.08B
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.9K+ 13.43% |
$2.8M - $3.51M
|
599K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
70.1K+ 12.42% |
$2.77M - $3.47M
|
635K
$34M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
70K+ 401.32% |
$2.77M - $3.46M
|
87.4K
$4.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
68.8KNew |
$2.72M - $3.4M
|
68.8K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
62K+ 134.25% |
$2.45M - $3.07M
|
108K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
61.3K+ 84.26% |
$2.42M - $3.03M
|
134K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
55.7KNew |
$2.2M - $2.75M
|
55.7K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55K+ 533.88% |
$2.17M - $2.72M
|
65.3K
$3.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
54.5K+ 729.28% |
$2.15M - $2.7M
|
62K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
53.6K+ 28.5% |
$2.12M - $2.65M
|
242K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
52.1KNew |
$2.06M - $2.58M
|
52.1K
$2.79M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
50.8K+ 54.74% |
$2.01M - $2.52M
|
144K
$7.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
47K+ 13.78% |
$1.86M - $2.32M
|
388K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45.5K+ 86.36% |
$1.8M - $2.25M
|
98.2K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
44.2K+ 14.25% |
$1.75M - $2.19M
|
355K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
43.1KNew |
$1.7M - $2.13M
|
43.1K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
42.5KNew |
$1.68M - $2.1M
|
42.5K
$2.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40.7K+ 57.25% |
$1.61M - $2.02M
|
112K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
39.6KNew |
$1.57M - $1.96M
|
39.6K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
39.4KNew |
$1.56M - $1.95M
|
39.4K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
39.4K+ 60.83% |
$1.56M - $1.95M
|
104K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
38.4K+ 608.73% |
$1.52M - $1.9M
|
44.8K
$2.4M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37.9KNew |
$1.5M - $1.88M
|
37.9K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
36.3KNew |
$1.44M - $1.8M
|
36.3K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
35.9K+ 510.79% |
$1.42M - $1.77M
|
42.9K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
35.7K+ 780.22% |
$1.41M - $1.77M
|
40.3K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
35.2K+ 4.39% |
$1.39M - $1.74M
|
838K
$44.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
34.6K+ 353.03% |
$1.37M - $1.71M
|
44.3K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.2K+ 12.49% |
$1.31M - $1.64M
|
299K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
33.1KNew |
$1.31M - $1.64M
|
33.1K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
32.7KNew |
$1.29M - $1.62M
|
32.7K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
31.1K+ 51.98% |
$1.23M - $1.54M
|
90.9K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.3K+ 1.84% |
$1.2M - $1.5M
|
1.67M
$89.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29.3K+ 13.25% |
$1.16M - $1.45M
|
251K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.6K+ 27.33% |
$1.05M - $1.32M
|
124K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26K+ 0.88% |
$1.03M - $1.29M
|
2.99M
$160M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
25.6K+ 13.71% |
$1.01M - $1.27M
|
212K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
25.2K+ 1.63% |
$994K - $1.24M
|
1.57M
$84.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
24.4KNew |
$965K - $1.21M
|
24.4K
$1.31M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.5KNew |
$929K - $1.16M
|
23.5K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.7K+ 44.84% |
$898K - $1.12M
|
73.4K
$3.93M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
22.2KNew |
$877K - $1.1M
|
22.2K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 225.08% |
$875K - $1.09M
|
32K
$1.71M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
21.9KNew |
$866K - $1.08M
|
21.9K
$1.17M
|