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 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.07K+ 128.77% |
$319K - $399K
|
14.3K
$768K
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.03K+ 31.04% |
$318K - $397K
|
33.9K
$1.82M
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.85K+ 7.08% |
$310K - $388K
|
119K
$6.36M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.79K+ 10.87% |
$308K - $385K
|
79.4K
$4.26M
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.72KNew |
$305K - $382K
|
7.72K
$414K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.65K+ 22.57% |
$303K - $379K
|
41.6K
$2.23M
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
7.48KNew |
$296K - $370K
|
7.48K
$401K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
7.07K+ 97.29% |
$280K - $350K
|
14.3K
$768K
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
7.04KNew |
$278K - $348K
|
7.04K
$377K
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.93KNew |
$274K - $343K
|
6.93K
$371K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.91K+ 13.78% |
$273K - $342K
|
57.1K
$3.06M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.7KNew |
$265K - $331K
|
6.7K
$359K
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.61KNew |
$261K - $327K
|
6.61K
$354K
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.41K+ 7.24% |
$253K - $317K
|
94.9K
$5.09M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.34KNew |
$250K - $313K
|
6.34K
$339K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.33K+ 14.44% |
$250K - $313K
|
50.2K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.32K+ 101.53% |
$250K - $313K
|
12.5K
$672K
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
6.24KNew |
$247K - $308K
|
6.24K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
6.16K+ 7.24% |
$244K - $305K
|
91.3K
$4.89M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07K+ 39.51% |
$240K - $300K
|
21.4K
$1.15M
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.03KNew |
$238K - $298K
|
6.03K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6.01K+ 12780.85% |
$237K - $297K
|
6.05K
$324K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.96KNew |
$235K - $295K
|
5.96K
$319K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.82K+ 81.66% |
$230K - $288K
|
12.9K
$694K
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.79KNew |
$229K - $287K
|
5.79K
$310K
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$227K - $284K
|
5.73K
$307K
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.71KNew |
$226K - $283K
|
5.71K
$306K
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
5.7K+ 9.0% |
$225K - $282K
|
69K
$3.7M
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.69KNew |
$225K - $281K
|
5.69K
$305K
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.65KNew |
$223K - $279K
|
5.65K
$303K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.6KNew |
$221K - $277K
|
5.6K
$300K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.6KNew |
$221K - $277K
|
5.6K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$220K - $275K
|
5.57K
$298K
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.56K+ 95.9% |
$220K - $275K
|
11.4K
$609K
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.38KNew |
$213K - $266K
|
5.38K
$288K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.13K+ 30.02% |
$203K - $254K
|
22.2K
$1.19M
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.08KNew |
$201K - $251K
|
5.08K
$272K
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
5.01KNew |
$198K - $248K
|
5.01K
$268K
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
5.01KNew |
$198K - $248K
|
5.01K
$268K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.98KNew |
$197K - $247K
|
4.98K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.97KNew |
$196K - $246K
|
4.97K
$266K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.96K+ 59.24% |
$196K - $245K
|
13.3K
$714K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.93KNew |
$195K - $244K
|
4.93K
$264K
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.92K+ 61.86% |
$195K - $243K
|
12.9K
$690K
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
4.91KNew |
$194K - $243K
|
4.91K
$263K
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.84KNew |
$191K - $239K
|
4.84K
$259K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.8KNew |
$190K - $238K
|
4.8K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.79K+ 11.72% |
$189K - $237K
|
45.7K
$2.45M
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.77KNew |
$189K - $236K
|
4.77K
$256K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4.71KNew |
$186K - $233K
|
4.71K
$252K
|