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
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
163New |
$6.44K - $8.06K
|
163
$8.74K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
161+ 1.82% |
$6.36K - $7.96K
|
9.03K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
160+ 1.95% |
$6.32K - $7.92K
|
8.37K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
159New |
$6.29K - $7.87K
|
159
$8.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
152New |
$6.01K - $7.52K
|
152
$8.15K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151+ 0.89% |
$5.97K - $7.47K
|
17.2K
$920K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
148+ 986.67% |
$5.85K - $7.32K
|
163
$8.74K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
140New |
$5.53K - $6.93K
|
140
$7.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 182.67% |
$5.42K - $6.78K
|
212
$11.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
134New |
$5.3K - $6.63K
|
134
$7.18K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
133+ 1.51% |
$5.26K - $6.58K
|
8.91K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
131+ 0.91% |
$5.18K - $6.48K
|
14.5K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
127+ 2.08% |
$5.02K - $6.28K
|
6.24K
$335K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
126+ 1.42% |
$4.98K - $6.23K
|
8.98K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 0.57% |
$4.74K - $5.94K
|
21.3K
$1.14M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
119New |
$4.7K - $5.89K
|
119
$6.38K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
111New |
$4.39K - $5.49K
|
111
$5.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
111+ 0.44% |
$4.39K - $5.49K
|
25.3K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
109+ 52.4% |
$4.31K - $5.39K
|
317
$17K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
108+ 1.42% |
$4.27K - $5.34K
|
7.73K
$414K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 1.37% |
$4.23K - $5.29K
|
7.91K
$424K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94+ 18.11% |
$3.72K - $4.65K
|
613
$32.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
92+ 6.77% |
$3.64K - $4.55K
|
1.45K
$77.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
92New |
$3.64K - $4.55K
|
92
$4.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
91+ 1.02% |
$3.6K - $4.5K
|
8.99K
$482K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
88+ 1.59% |
$3.48K - $4.35K
|
5.61K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
88New |
$3.48K - $4.35K
|
88
$4.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
87+ 1.41% |
$3.44K - $4.3K
|
6.26K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86New |
$3.4K - $4.25K
|
86
$4.61K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
86+ 0.52% |
$3.4K - $4.25K
|
16.6K
$889K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
84+ 0.94% |
$3.32K - $4.16K
|
9.01K
$483K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
84New |
$3.32K - $4.16K
|
84
$4.5K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
76New |
$3K - $3.76K
|
76
$4.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
76+ 0.29% |
$3K - $3.76K
|
26.5K
$1.42M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
75+ 1.97% |
$2.96K - $3.71K
|
3.88K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
74+ 1.42% |
$2.93K - $3.66K
|
5.29K
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 1.03% |
$2.85K - $3.56K
|
7.05K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.5% |
$2.85K - $3.56K
|
14.4K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
70+ 0.96% |
$2.77K - $3.46K
|
7.34K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
67+ 20.3% |
$2.65K - $3.31K
|
397
$21.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
66+ 0.54% |
$2.61K - $3.27K
|
12.4K
$662K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$2.61K - $3.27K
|
66
$3.54K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$2.61K - $3.27K
|
66
$3.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65+ 26.75% |
$2.57K - $3.22K
|
308
$16.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 6.21% |
$2.53K - $3.17K
|
1.1K
$58.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
62New |
$2.45K - $3.07K
|
62
$3.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
62New |
$2.45K - $3.07K
|
62
$3.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 0.65% |
$2.41K - $3.02K
|
9.45K
$506K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61+ 27.73% |
$2.41K - $3.02K
|
281
$15.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 19.17% |
$2.37K - $2.97K
|
373
$20K
|