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 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.19K+ 19.89% |
$47.1K - $59K
|
7.18K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.17K+ 2.6% |
$46.2K - $57.8K
|
46.1K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 22.76% |
$45.4K - $56.8K
|
6.19K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.15K+ 9.3% |
$45.3K - $56.7K
|
13.5K
$722K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 25.17% |
$44.9K - $56.2K
|
5.65K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 16.85% |
$44K - $55K
|
7.71K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.11KNew |
$43.8K - $54.9K
|
1.11K
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.11K+ 4.43% |
$43.8K - $54.8K
|
26.1K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.06K+ 7.48% |
$42.1K - $52.6K
|
15.3K
$820K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.05KNew |
$41.4K - $51.8K
|
1.05K
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.03K+ 2.08% |
$40.8K - $51K
|
50.7K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 7.39% |
$40.1K - $50.2K
|
14.8K
$791K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1K+ 5.48% |
$39.7K - $49.7K
|
19.3K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 17.84% |
$39.5K - $49.5K
|
6.61K
$354K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1K+ 72.52% |
$39.5K - $49.5K
|
2.38K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
975+ 48.87% |
$38.5K - $48.2K
|
2.97K
$159K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
973+ 11.02% |
$38.5K - $48.1K
|
9.8K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
936+ 10.71% |
$37K - $46.3K
|
9.68K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
905+ 16.74% |
$35.8K - $44.8K
|
6.31K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
904+ 7.7% |
$35.7K - $44.7K
|
12.6K
$678K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
902+ 8.88% |
$35.7K - $44.6K
|
11.1K
$593K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
895New |
$35.4K - $44.3K
|
895
$48K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
868+ 9.68% |
$34.3K - $42.9K
|
9.83K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
861+ 16.1% |
$34K - $42.6K
|
6.21K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
837+ 121.48% |
$33.1K - $41.4K
|
1.53K
$81.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
804+ 20100.0% |
$31.8K - $39.8K
|
808
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.56% |
$31.6K - $39.6K
|
145K
$7.75M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
790New |
$31.2K - $39.1K
|
790
$42.3K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
784+ 10.01% |
$31K - $38.8K
|
8.61K
$462K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
774+ 0.28% |
$30.6K - $38.3K
|
277K
$14.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
756+ 30.67% |
$29.9K - $37.4K
|
3.22K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
747+ 7.74% |
$29.5K - $37K
|
10.4K
$557K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
736+ 3.33% |
$29.1K - $36.4K
|
22.9K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
719+ 0.61% |
$28.4K - $35.6K
|
119K
$6.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
714+ 15.09% |
$28.2K - $35.3K
|
5.45K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
700+ 3.74% |
$27.7K - $34.6K
|
19.4K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
696+ 10.74% |
$27.5K - $34.4K
|
7.18K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
693New |
$27.4K - $34.3K
|
693
$37.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
677+ 4.14% |
$26.8K - $33.5K
|
17K
$914K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
675+ 5.49% |
$26.7K - $33.4K
|
13K
$695K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
646New |
$25.5K - $32K
|
646
$34.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
631+ 12.27% |
$24.9K - $31.2K
|
5.78K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
629New |
$24.9K - $31.1K
|
629
$33.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
625+ 9.77% |
$24.7K - $30.9K
|
7.02K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
625+ 15.79% |
$24.7K - $30.9K
|
4.58K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
610+ 12.81% |
$24.1K - $30.2K
|
5.37K
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
608New |
$24K - $30.1K
|
608
$32.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
602+ 9.64% |
$23.8K - $29.8K
|
6.84K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
569New |
$22.5K - $28.1K
|
569
$30.5K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
553+ 5.35% |
$21.9K - $27.4K
|
10.9K
$584K
|