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
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$182K - $228K
|
4.62K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.61KNew |
$182K - $228K
|
4.61K
$247K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.57KNew |
$181K - $226K
|
4.57K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.5KNew |
$178K - $222K
|
4.5K
$241K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.48KNew |
$177K - $222K
|
4.48K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.47KNew |
$177K - $221K
|
4.47K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$176K - $220K
|
4.44K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.41K+ 481.55% |
$174K - $218K
|
5.33K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.39K+ 15.45% |
$173K - $217K
|
32.8K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.38KNew |
$173K - $217K
|
4.38K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.37K+ 6.25% |
$173K - $216K
|
74.2K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.36KNew |
$172K - $216K
|
4.36K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.36KNew |
$172K - $216K
|
4.36K
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.35KNew |
$172K - $215K
|
4.35K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.32K+ 4.63% |
$171K - $214K
|
97.7K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.32KNew |
$171K - $214K
|
4.32K
$231K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.31K+ 20.12% |
$170K - $213K
|
25.7K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.24K+ 78.75% |
$168K - $210K
|
9.62K
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.23KNew |
$167K - $209K
|
4.23K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.23K+ 65.98% |
$167K - $209K
|
10.6K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.21K+ 17.19% |
$167K - $208K
|
28.7K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.17KNew |
$165K - $206K
|
4.17K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.14KNew |
$163K - $205K
|
4.14K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
4.07KNew |
$161K - $201K
|
4.07K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.97K+ 84.55% |
$157K - $196K
|
8.66K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
3.92K+ 40.64% |
$155K - $194K
|
13.6K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$151K - $188K
|
3.81K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.7K+ 45.05% |
$146K - $183K
|
11.9K
$638K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.68K+ 11.25% |
$145K - $182K
|
36.4K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.63K+ 0.99% |
$143K - $180K
|
371K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.6K+ 16.61% |
$142K - $178K
|
25.3K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.59K+ 18.73% |
$142K - $178K
|
22.8K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.59K+ 16.39% |
$142K - $177K
|
25.5K
$1.36M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.55K+ 35.49% |
$140K - $176K
|
13.6K
$726K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.53K+ 69.93% |
$139K - $175K
|
8.57K
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.49K+ 45.99% |
$138K - $173K
|
11.1K
$593K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.4KNew |
$134K - $168K
|
3.4K
$182K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
3.36K+ 23.35% |
$133K - $166K
|
17.8K
$952K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 8.26% |
$128K - $160K
|
42.4K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.09K+ 4.42% |
$122K - $153K
|
73.1K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.08K+ 49.62% |
$122K - $152K
|
9.28K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.98K+ 2.33% |
$118K - $147K
|
131K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.94K+ 45.15% |
$116K - $145K
|
9.44K
$506K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.86K+ 4.47% |
$113K - $142K
|
67K
$3.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.84K+ 42.6% |
$112K - $141K
|
9.52K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
2.83K+ 5.4% |
$112K - $140K
|
55.3K
$2.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73K+ 7.7% |
$108K - $135K
|
38.2K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.62KNew |
$103K - $129K
|
2.62K
$140K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.62KNew |
$103K - $129K
|
2.62K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 22.26% |
$98.8K - $124K
|
13.7K
$736K
|