Purchases and Sales Made in Q1 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
723+ 4.65% |
$37.8K - $46K
|
16.3K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
723+ 4.17% |
$37.8K - $46K
|
18.1K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
703+ 16.94% |
$36.7K - $44.7K
|
4.85K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
698+ 4.45% |
$36.4K - $44.4K
|
16.4K
$894K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
686+ 0.3% |
$35.8K - $43.7K
|
228K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
676+ 20.38% |
$35.3K - $43K
|
3.99K
$218K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
674+ 14.6% |
$35.2K - $42.9K
|
5.29K
$289K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
674+ 0.11% |
$35.2K - $42.9K
|
603K
$33M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
649+ 2.12% |
$33.9K - $41.3K
|
31.3K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
648+ 6.53% |
$33.8K - $41.2K
|
10.6K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
646+ 12.12% |
$33.7K - $41.1K
|
5.97K
$326K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
623+ 3.8% |
$32.5K - $39.6K
|
17K
$930K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
613+ 1.51% |
$32K - $39K
|
41.1K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
610+ 1.09% |
$31.9K - $38.8K
|
56.6K
$3.09M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
606+ 6.8% |
$31.6K - $38.6K
|
9.52K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
603+ 12.88% |
$31.5K - $38.4K
|
5.29K
$289K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
600+ 4.82% |
$31.3K - $38.2K
|
13K
$713K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$32.8K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$32.8K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
598+ 3.54% |
$31.2K - $38.1K
|
17.5K
$955K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
597+ 0.76% |
$31.2K - $38K
|
79.4K
$4.34M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
586+ 35.47% |
$30.6K - $37.3K
|
2.24K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
582+ 0.63% |
$30.4K - $37K
|
92.7K
$5.06M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
581+ 0.0% |
$30.3K - $37K
|
75.8M
$4.14B
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
579+ 0.59% |
$30.2K - $36.8K
|
98.2K
$5.36M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
571+ 173.03% |
$29.8K - $36.3K
|
901
$49.2K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
564+ 14.87% |
$29.5K - $35.9K
|
4.36K
$238K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
550+ 3.03% |
$28.7K - $35K
|
18.7K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
550New |
$28.7K - $35K
|
550
$30K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
527+ 3.91% |
$27.5K - $33.5K
|
14K
$765K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
515+ 1.04% |
$26.9K - $32.8K
|
49.9K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
491+ 3.96% |
$25.6K - $31.2K
|
12.9K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
488+ 3.89% |
$25.5K - $31.1K
|
13K
$712K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
487+ 4.59% |
$25.4K - $31K
|
11.1K
$606K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
471+ 6.85% |
$24.6K - $30K
|
7.35K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
470+ 2.04% |
$24.5K - $29.9K
|
23.5K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
469+ 5.92% |
$24.5K - $29.8K
|
8.39K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
467+ 1.27% |
$24.4K - $29.7K
|
37.4K
$2.04M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
457+ 1.39% |
$23.9K - $29.1K
|
33.4K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
455+ 3.23% |
$23.8K - $29K
|
14.5K
$794K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
454+ 5.45% |
$23.7K - $28.9K
|
8.79K
$480K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
451+ 5.98% |
$23.6K - $28.7K
|
7.99K
$437K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
444+ 7.97% |
$23.2K - $28.3K
|
6.02K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
434+ 8.95% |
$22.7K - $27.6K
|
5.28K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
432+ 0.66% |
$22.6K - $27.5K
|
65.9K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
430+ 5.72% |
$22.5K - $27.4K
|
7.95K
$434K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
428+ 22.37% |
$22.4K - $27.2K
|
2.34K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
426+ 4.6% |
$22.2K - $27.1K
|
9.68K
$529K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
424+ 12.98% |
$22.1K - $27K
|
3.69K
$202K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
423+ 7.56% |
$22.1K - $26.9K
|
6.02K
$329K
|