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 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 61.97% |
$411K - $515K
|
6.39K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 48.98% |
$418K - $523K
|
11K
$580K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-10.6K- 64.81% |
$420K - $525K
|
5.77K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-10.7K- 5.86% |
$423K - $529K
|
172K
$9.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.8K- 12.71% |
$426K - $533K
|
74K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-10.9K- 7.91% |
$431K - $540K
|
127K
$6.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 9.77% |
$436K - $546K
|
102K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-11.4K- 26.79% |
$450K - $564K
|
31.1K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-11.4K- 5.8% |
$451K - $564K
|
185K
$9.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-11.5K- 66.51% |
$454K - $568K
|
5.79K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.7K- 10.93% |
$461K - $576K
|
95K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-11.9K- 11.17% |
$471K - $589K
|
94.8K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13.1K- 17.3% |
$520K - $650K
|
62.8K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-13.3K- 25.33% |
$526K - $658K
|
39.2K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.4K- 2.82% |
$530K - $663K
|
462K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-13.6K- 11.93% |
$537K - $672K
|
100K
$5.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-13.6K- 6.72% |
$537K - $673K
|
189K
$9.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13.8K- 2.78% |
$545K - $682K
|
482K
$25.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.1K- 5.11% |
$558K - $698K
|
262K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-14.4K- 22.4% |
$568K - $710K
|
49.8K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-14.4KClosed |
$569K - $712K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-14.5K- 55.83% |
$574K - $718K
|
11.5K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-14.7K- 56.28% |
$583K - $729K
|
11.5K
$603K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14.8K- 88.78% |
$587K - $734K
|
1.88K
$98.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-15K- 0.73% |
$594K - $743K
|
2.05M
$108M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.1K- 18.8% |
$599K - $749K
|
65.4K
$3.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-15.3K- 15.41% |
$605K - $757K
|
83.9K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 3.23% |
$611K - $765K
|
463K
$24.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.5K- 10.7% |
$611K - $765K
|
129K
$6.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 13.63% |
$618K - $773K
|
99K
$5.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-15.7K- 11.94% |
$623K - $779K
|
116K
$6.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.8K- 40.87% |
$625K - $782K
|
22.9K
$1.2M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-16.3K- 49.08% |
$643K - $805K
|
16.9K
$888K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-16.3K- 43.88% |
$644K - $806K
|
20.8K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-16.3K- 9.11% |
$644K - $806K
|
163K
$8.55M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.3K- 33.28% |
$646K - $808K
|
32.7K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-16.5K- 10.94% |
$652K - $816K
|
134K
$7.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16.6K- 45.66% |
$656K - $821K
|
19.8K
$1.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-17K- 13.96% |
$673K - $842K
|
105K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17.1K- 3.3% |
$677K - $847K
|
502K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-17.2K- 79.55% |
$681K - $852K
|
4.43K
$233K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-17.7K- 98.98% |
$699K - $875K
|
182
$9.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18.9K- 94.53% |
$748K - $936K
|
1.1K
$57.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.3K- 21.35% |
$802K - $1M
|
74.8K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-20.5K- 5.54% |
$809K - $1.01M
|
349K
$18.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-21.4K- 12.67% |
$844K - $1.06M
|
147K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-22.1K- 11.81% |
$874K - $1.09M
|
165K
$8.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-23.3K- 6.63% |
$923K - $1.15M
|
328K
$17.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.9K- 72.77% |
$943K - $1.18M
|
8.93K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-25.4K- 68.22% |
$1M - $1.25M
|
11.8K
$622K
|