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 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.48K+ 54.76% |
$98K - $123K
|
7K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.44KNew |
$96.5K - $121K
|
2.44K
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.4K+ 24.97% |
$94.9K - $119K
|
12K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.4K+ 11.65% |
$94.9K - $119K
|
23K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 128.73% |
$91.7K - $115K
|
4.12K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.3K+ 14.2% |
$90.9K - $114K
|
18.5K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.29KNew |
$90.3K - $113K
|
2.29K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 36.99% |
$90.1K - $113K
|
8.44K
$452K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.28K+ 455.2% |
$90K - $113K
|
2.78K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.27KNew |
$89.6K - $112K
|
2.27K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.18KNew |
$86.1K - $108K
|
2.18K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 6.13% |
$85.4K - $107K
|
37.4K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.92K+ 9.65% |
$76.1K - $95.2K
|
21.9K
$1.17M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.91K+ 45.41% |
$75.3K - $94.2K
|
6.1K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.87K+ 6.99% |
$74.1K - $92.7K
|
28.7K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.86K+ 105.38% |
$73.6K - $92.1K
|
3.63K
$194K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.86K+ 105.38% |
$73.6K - $92.1K
|
3.63K
$194K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.8KNew |
$71K - $88.9K
|
1.8K
$96.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.78KNew |
$70.3K - $88K
|
1.78K
$95.3K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.74K+ 10.62% |
$68.7K - $86K
|
18.1K
$971K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.74K+ 24.94% |
$68.7K - $86K
|
8.71K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.73K+ 5.7% |
$68.3K - $85.5K
|
32.1K
$1.72M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.71KNew |
$67.4K - $84.4K
|
1.71K
$91.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 0.74% |
$64.5K - $80.7K
|
222K
$11.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.58KNew |
$62.6K - $78.3K
|
1.58K
$84.8K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
1.57K+ 4.1% |
$62.1K - $77.7K
|
39.8K
$2.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.57K+ 0.37% |
$62.1K - $77.7K
|
422K
$22.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.54K+ 5.8% |
$60.8K - $76.1K
|
28.1K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.53KNew |
$60.6K - $75.8K
|
1.53K
$82.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.53K+ 12.39% |
$60.3K - $75.5K
|
13.8K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.47K+ 0.02% |
$58.1K - $72.8K
|
8.53M
$457M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.45K+ 27.04% |
$57.4K - $71.8K
|
6.82K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.41K+ 43.42% |
$55.5K - $69.5K
|
4.64K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.4K+ 0.7% |
$55.4K - $69.4K
|
201K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.4K+ 0.04% |
$55.3K - $69.2K
|
3.55M
$190M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$54.4K - $68.1K
|
1.38K
$73.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.37K+ 113.37% |
$54.3K - $68K
|
2.59K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.36KNew |
$53.9K - $67.5K
|
1.36K
$73.1K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.31K+ 17.76% |
$51.7K - $64.8K
|
8.68K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$51.5K - $64.4K
|
1.3K
$69.8K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.3K+ 4.27% |
$51.4K - $64.3K
|
31.7K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.26K+ 2.47% |
$50K - $62.5K
|
52.4K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.26KNew |
$49.8K - $62.3K
|
1.26K
$67.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.26K+ 11.2% |
$49.8K - $62.3K
|
12.5K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.25K+ 314.07% |
$49.4K - $61.8K
|
1.65K
$88.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.25K+ 25.6% |
$49.3K - $61.7K
|
6.12K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.22K+ 1.91% |
$48.1K - $60.3K
|
65.1K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.2K+ 805.37% |
$47.4K - $59.4K
|
1.35K
$72.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.2K+ 4.18% |
$47.3K - $59.2K
|
29.8K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.19K+ 21.27% |
$47.2K - $59.1K
|
6.81K
$365K
|