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 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$862K - $1.08M
|
21.8K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.7K+ 79.94% |
$817K - $1.02M
|
46.5K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
20.6KNew |
$815K - $1.02M
|
20.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
20.3K+ 26.71% |
$802K - $1M
|
96.3K
$5.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20.3K+ 9.03% |
$801K - $1M
|
245K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19.8K+ 35.48% |
$783K - $980K
|
75.6K
$4.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.8K+ 218.1% |
$781K - $977K
|
28.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
19.5KNew |
$772K - $967K
|
19.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
19.5KNew |
$771K - $965K
|
19.5K
$1.05M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.9K+ 284.42% |
$748K - $936K
|
25.6K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.4K+ 153.04% |
$728K - $910K
|
30.4K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.6K+ 58.94% |
$694K - $869K
|
47.4K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.4KNew |
$689K - $862K
|
17.4K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.3K+ 121.51% |
$682K - $854K
|
31.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
16.7KNew |
$660K - $826K
|
16.7K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
16.3KNew |
$644K - $805K
|
16.3K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.8K+ 1.05% |
$625K - $783K
|
1.52M
$81.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
15.8K+ 200.88% |
$625K - $782K
|
23.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9K+ 882.41% |
$591K - $739K
|
16.6K
$892K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.5K+ 29.86% |
$571K - $715K
|
62.8K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
14.1K+ 5.24% |
$559K - $699K
|
284K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 20.87% |
$553K - $693K
|
81.1K
$4.35M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
13.5K+ 5.89% |
$534K - $668K
|
243K
$13M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.4KNew |
$528K - $661K
|
13.4K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.3KNew |
$525K - $657K
|
13.3K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
13.2KNew |
$523K - $654K
|
13.2K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
12.5KNew |
$494K - $619K
|
12.5K
$670K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
12.5K+ 55.71% |
$494K - $618K
|
34.9K
$1.87M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
12.4KNew |
$490K - $614K
|
12.4K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.1KNew |
$477K - $597K
|
12.1K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 69.62% |
$476K - $596K
|
29.3K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
11.6K+ 11.0% |
$460K - $575K
|
117K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
11.4KNew |
$450K - $563K
|
11.4K
$609K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.3KNew |
$445K - $557K
|
11.3K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11KNew |
$435K - $544K
|
11K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11K+ 58.23% |
$433K - $542K
|
29.8K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
10.7K+ 20.72% |
$424K - $531K
|
62.5K
$3.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.6KNew |
$418K - $523K
|
10.6K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
10.5KNew |
$413K - $517K
|
10.5K
$560K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.74K+ 82.92% |
$385K - $482K
|
21.5K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.72K+ 56.92% |
$384K - $481K
|
26.8K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.57KNew |
$378K - $473K
|
9.57K
$513K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.54K+ 49.93% |
$377K - $472K
|
28.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.32K+ 154.12% |
$369K - $461K
|
15.4K
$824K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.86KNew |
$350K - $438K
|
8.86K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.75KNew |
$346K - $433K
|
8.75K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
8.65K+ 9.99% |
$342K - $428K
|
95.3K
$5.11M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.5K+ 5.16% |
$336K - $420K
|
173K
$9.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.48K+ 81.17% |
$335K - $420K
|
18.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.08K+ 9.48% |
$319K - $400K
|
93.4K
$5M
|