Purchases and Sales Made in Q1 2023 in Dominion Energy, Inc (D)

D Quotes by TradingView

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 13, 2023 Q1 2023
Welch Group, LLC

BUY
 -
419
+ 3.84%
$21.9K - $26.7K
11.3K $619K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
417
+ 45.03%
$21.8K - $26.5K
1.34K $73.4K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
417
+ 2.83%
$21.8K - $26.5K
15.2K $828K
May 11, 2023 Q1 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
411
+ 8.39%
$21.5K - $26.2K
5.31K $290K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
409
+ 3.03%
$21.4K - $26K
13.9K $761K
Apr 17, 2023 Q1 2023
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
408
+ 20.92%
$21.3K - $26K
2.36K $129K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
403
+ 5.08%
$21K - $25.6K
8.34K $456K
Apr 17, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
400
+ 9.92%
$20.9K - $25.5K
4.43K $242K
Apr 19, 2023 Q1 2023
Louisiana State Employees Retirement System

BUY
 -
400
+ 0.74%
$20.9K - $25.5K
54.2K $2.96M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.27%
$20.9K - $25.5K
148K $8.09M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
392
New
$20.5K - $24.9K
392 $21.4K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
378
+ 18.77%
$19.7K - $24.1K
2.39K $131K
May 11, 2023 Q1 2023
Bramshill Investments, LLC

Naples, FL
BUY
 -
378
+ 1.09%
$19.7K - $24.1K
35K $1.91M
May 10, 2023 Q1 2023
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
374
+ 8.48%
$19.5K - $23.8K
4.79K $261K
May 15, 2023 Q1 2023
Syntax Advisors, LLC

New York, NY
BUY
 -
374
+ 8.48%
$19.5K - $23.8K
4.79K $261K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
364
+ 10.56%
$19K - $23.2K
3.81K $208K
May 15, 2023 Q1 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
358
+ 6.09%
$18.7K - $22.8K
6.24K $341K
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
355
+ 0.52%
$18.5K - $22.6K
68.9K $3.76M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
351
+ 6.2%
$18.3K - $22.3K
6.01K $328K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
341
+ 3.18%
$17.8K - $21.7K
11.1K $605K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
333
+ 1110.0%
$17.4K - $21.2K
363 $19.8K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
327
+ 7.14%
$17.1K - $20.8K
4.9K $268K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
323
+ 1.1%
$16.9K - $20.6K
29.7K $1.62M
May 12, 2023 Q1 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
319
+ 0.43%
$16.7K - $20.3K
74.2K $4.05M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
316
+ 5.22%
$16.5K - $20.1K
6.37K $348K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
316
+ 2.04%
$16.5K - $20.1K
15.8K $862K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
312
+ 3.53%
$16.3K - $19.9K
9.15K $500K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
309
+ 5.21%
$16.1K - $19.7K
6.24K $341K
Apr 18, 2023 Q1 2023
New Hampshire Trust

Concord, NH
BUY
 -
305
+ 5.14%
$15.9K - $19.4K
6.24K $341K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
302
+ 0.12%
$15.8K - $19.2K
258K $14.1M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
298
+ 2.5%
$15.6K - $19K
12.2K $667K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
293
+ 199.32%
$15.3K - $18.6K
440 $24K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
289
+ 4.82%
$15.1K - $18.4K
6.29K $344K
Apr 11, 2023 Q1 2023
Chicago Trust CO Na

BUY
 -
288
+ 4.99%
$15K - $18.3K
6.06K $331K
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
285
+ 3.55%
$14.9K - $18.1K
8.32K $455K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
284
+ 22.5%
$14.8K - $18.1K
1.55K $84.5K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
281
+ 3.06%
$14.7K - $17.9K
9.45K $516K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
279
+ 3.72%
$14.6K - $17.8K
7.78K $425K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
275
+ 1.7%
$14.4K - $17.5K
16.5K $899K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
272
+ 0.65%
$14.2K - $17.3K
41.8K $2.29M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
271
+ 93.77%
$14.2K - $17.2K
560 $30.6K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
265
+ 64.95%
$13.8K - $16.9K
673 $36.8K
May 04, 2023 Q1 2023
Canal Capital Management, LLC

BUY
 -
265
+ 2.0%
$13.8K - $16.9K
13.5K $739K
May 10, 2023 Q1 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
254
+ 4.62%
$13.3K - $16.2K
5.75K $314K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
251
+ 5.71%
$13.1K - $16K
4.65K $254K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
250
New
$13.1K - $15.9K
250 $13.7K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
243
+ 7.05%
$12.7K - $15.5K
3.69K $202K
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
228
+ 1.89%
$11.9K - $14.5K
12.3K $673K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
226
+ 5.71%
$11.8K - $14.4K
4.18K $229K

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