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
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
551+ 1.45% |
$21.8K - $27.3K
|
38.5K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
550New |
$21.7K - $27.2K
|
550
$29.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
539+ 11.56% |
$21.3K - $26.7K
|
5.2K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
509New |
$20.1K - $25.2K
|
509
$27.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500+ 52.85% |
$19.8K - $24.7K
|
1.45K
$77.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
500+ 333.33% |
$19.8K - $24.7K
|
650
$34.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
BUY
|
- |
500New |
$19.8K - $24.7K
|
500
$26.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
492+ 12.21% |
$19.4K - $24.3K
|
4.52K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
486+ 5.1% |
$19.2K - $24K
|
10K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
483+ 1.89% |
$19.1K - $23.9K
|
26.1K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
463+ 5.71% |
$18.3K - $22.9K
|
8.57K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
453+ 5.08% |
$17.9K - $22.4K
|
9.38K
$502K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
427+ 4.47% |
$16.9K - $21.1K
|
9.98K
$535K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
400+ 50.0% |
$15.8K - $19.8K
|
1.2K
$64.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
383+ 2.98% |
$15.1K - $18.9K
|
13.2K
$709K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
370+ 3.6% |
$14.6K - $18.3K
|
10.6K
$571K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
350+ 28.0% |
$13.8K - $17.3K
|
1.6K
$85.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
342+ 3.57% |
$13.5K - $16.9K
|
9.93K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
333New |
$13.2K - $16.5K
|
333
$17.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
328+ 6.83% |
$13K - $16.2K
|
5.13K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
328+ 1.24% |
$13K - $16.2K
|
26.8K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
310+ 84.47% |
$12.3K - $15.3K
|
677
$36.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
310+ 5.55% |
$12.3K - $15.3K
|
5.9K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
309+ 2.1% |
$12.2K - $15.3K
|
15K
$805K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
308+ 0.21% |
$12.2K - $15.2K
|
147K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 8.41% |
$11.5K - $14.4K
|
3.75K
$201K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
282+ 1.66% |
$11.1K - $14K
|
17.3K
$927K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
282New |
$11.1K - $14K
|
282
$15.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
271+ 41.69% |
$10.7K - $13.4K
|
921
$49.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
270+ 2.49% |
$10.7K - $13.4K
|
11.1K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
265+ 2.53% |
$10.5K - $13.1K
|
10.7K
$575K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
259+ 11.79% |
$10.2K - $12.8K
|
2.46K
$132K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
251New |
$9.92K - $12.4K
|
251
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
247+ 64.32% |
$9.76K - $12.2K
|
631
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
246New |
$9.72K - $12.2K
|
246
$13.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
243New |
$9.61K - $12K
|
243
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
239New |
$9.45K - $11.8K
|
239
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
239+ 3.74% |
$9.45K - $11.8K
|
6.63K
$355K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
233New |
$9.21K - $11.5K
|
233
$12.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
230+ 9.62% |
$9.09K - $11.4K
|
2.62K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
215+ 1.99% |
$8.5K - $10.6K
|
11K
$589K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$10.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$10.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
198+ 0.66% |
$7.83K - $9.8K
|
30.4K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
187+ 1.33% |
$7.39K - $9.25K
|
14.2K
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
186+ 2.66% |
$7.35K - $9.2K
|
7.19K
$385K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
183+ 2.9% |
$7.23K - $9.05K
|
6.49K
$348K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
173+ 1.29% |
$6.84K - $8.56K
|
13.5K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
169+ 2.04% |
$6.68K - $8.36K
|
8.46K
$453K
|