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 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-26.3K- 40.67% |
$1.04M - $1.3M
|
38.4K
$2.06M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-26.4K- 12.21% |
$1.04M - $1.31M
|
190K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.2K- 31.73% |
$1.07M - $1.35M
|
58.5K
$3.13M
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-27.5K- 2.91% |
$1.09M - $1.36M
|
920K
$49.3M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 12.05% |
$1.1M - $1.38M
|
204K
$10.9M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.1K- 28.01% |
$1.11M - $1.39M
|
72.2K
$3.87M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.4K- 6.5% |
$1.12M - $1.41M
|
409K
$21.9M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-28.5K- 20.03% |
$1.12M - $1.41M
|
114K
$6.09M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-28.7K- 13.15% |
$1.13M - $1.42M
|
189K
$10.2M
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-29K- 3.62% |
$1.15M - $1.43M
|
773K
$41.4M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.2K- 16.77% |
$1.16M - $1.45M
|
145K
$7.78M
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-30.3K- 51.74% |
$1.2M - $1.5M
|
28.2K
$1.51M
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-31.5K- 56.55% |
$1.25M - $1.56M
|
24.2K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-31.7K- 79.22% |
$1.25M - $1.57M
|
8.32K
$446K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31.8K- 17.21% |
$1.26M - $1.57M
|
153K
$8.21M
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34.8KClosed |
$1.37M - $1.72M
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35.6K- 40.39% |
$1.41M - $1.76M
|
52.6K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-36.1K- 3.13% |
$1.43M - $1.79M
|
1.12M
$59.9M
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-36.7K- 28.61% |
$1.45M - $1.82M
|
91.6K
$4.91M
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-37.1K- 7.46% |
$1.47M - $1.84M
|
460K
$24.7M
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-37.4K- 56.05% |
$1.48M - $1.85M
|
29.3K
$1.57M
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-37.6K- 67.11% |
$1.48M - $1.86M
|
18.4K
$987K
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-38.4K- 3.12% |
$1.52M - $1.9M
|
1.19M
$64M
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-39.8K- 18.85% |
$1.57M - $1.97M
|
171K
$9.19M
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-39.9K- 71.76% |
$1.58M - $1.97M
|
15.7K
$841K
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-42.2K- 33.18% |
$1.67M - $2.09M
|
85K
$4.55M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-43.1K- 67.17% |
$1.7M - $2.13M
|
21.1K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-43.2K- 21.39% |
$1.71M - $2.14M
|
159K
$8.51M
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-44.1K- 44.41% |
$1.74M - $2.18M
|
55.2K
$2.96M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.4K- 18.44% |
$1.76M - $2.2M
|
196K
$10.5M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-50.5K- 10.48% |
$2M - $2.5M
|
431K
$23.1M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-50.5K- 88.28% |
$2M - $2.5M
|
6.7K
$359K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-52.9K- 13.95% |
$2.09M - $2.61M
|
326K
$17.5M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57.6K- 49.76% |
$2.28M - $2.85M
|
58.2K
$3.12M
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-58.5K- 28.47% |
$2.31M - $2.9M
|
147K
$7.88M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60.1K- 4.5% |
$2.38M - $2.97M
|
1.27M
$68.3M
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-61K- 98.1% |
$2.41M - $3.02M
|
1.18K
$63.4K
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-62K- 1.55% |
$2.45M - $3.07M
|
3.93M
$210M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-64.9K- 20.95% |
$2.57M - $3.21M
|
245K
$13.1M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-66K- 11.92% |
$2.61M - $3.26M
|
488K
$26.1M
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-66.5K- 25.72% |
$2.63M - $3.29M
|
192K
$10.3M
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-72.2K- 2.69% |
$2.85M - $3.57M
|
2.62M
$140M
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-75K- 93.75% |
$2.96M - $3.71M
|
5K
$268K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-77.6K- 67.06% |
$3.07M - $3.84M
|
38.1K
$2.04M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-81.1K- 36.52% |
$3.21M - $4.01M
|
141K
$7.55M
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-84.9K- 12.89% |
$3.35M - $4.2M
|
573K
$30.7M
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-86.8K- 0.32% |
$3.43M - $4.29M
|
27.1M
$1.45B
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-90.6K- 21.63% |
$3.58M - $4.48M
|
328K
$17.6M
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-91.6K- 1.79% |
$3.62M - $4.53M
|
5.01M
$269M
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-97.6K- 8.84% |
$3.86M - $4.83M
|
1.01M
$54M
|