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 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-160- 3.02% |
$8.36K - $10.2K
|
5.14K
$281K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-167- 4.29% |
$8.72K - $10.6K
|
3.73K
$204K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-168- 1.03% |
$8.77K - $10.7K
|
16.1K
$882K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-168- 0.08% |
$8.77K - $10.7K
|
209K
$11.4M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-168- 0.08% |
$8.77K - $10.7K
|
209K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-169- 2.9% |
$8.83K - $10.8K
|
5.65K
$309K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-171- 3.68% |
$8.93K - $10.9K
|
4.48K
$245K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-174- 1.28% |
$9.09K - $11.1K
|
13.4K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-174- 0.27% |
$9.09K - $11.1K
|
64.1K
$3.5M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-175- 97.22% |
$9.14K - $11.1K
|
5
$273
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-183- 9.64% |
$9.56K - $11.6K
|
1.72K
$93.7K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-184- 0.62% |
$9.61K - $11.7K
|
29.7K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-190- 1.79% |
$9.92K - $12.1K
|
10.4K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-192- 2.01% |
$10K - $12.2K
|
9.36K
$511K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-200- 1.45% |
$10.4K - $12.7K
|
13.6K
$741K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-200- 4.04% |
$10.4K - $12.7K
|
4.75K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-200- 3.66% |
$10.4K - $12.7K
|
5.27K
$288K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-200- 2.99% |
$10.4K - $12.7K
|
6.5K
$355K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-200- 28.57% |
$10.4K - $12.7K
|
500
$27.3K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-200- 2.44% |
$10.4K - $12.7K
|
7.98K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 0.54% |
$10.4K - $12.7K
|
36.6K
$2M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-202- 0.58% |
$10.5K - $12.9K
|
34.8K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-204- 1.98% |
$10.7K - $13K
|
10.1K
$551K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-212- 1.94% |
$11.1K - $13.5K
|
10.7K
$585K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-220- 0.83% |
$11.5K - $14K
|
26.3K
$1.44M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-223- 1.36% |
$11.6K - $14.2K
|
16.2K
$884K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-228- 3.82% |
$11.9K - $14.5K
|
5.74K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-228- 1.87% |
$11.9K - $14.5K
|
12K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-239- 0.54% |
$12.5K - $15.2K
|
43.8K
$2.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-245- 3.18% |
$12.8K - $15.6K
|
7.46K
$408K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-250- 20.0% |
$13.1K - $15.9K
|
1K
$54.6K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-251- 3.98% |
$13.1K - $16K
|
6.06K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-253- 2.94% |
$13.2K - $16.1K
|
8.36K
$457K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-255- 3.46% |
$13.3K - $16.2K
|
7.13K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-255- 5.43% |
$13.3K - $16.2K
|
4.45K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-257- 2.9% |
$13.4K - $16.4K
|
8.62K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-257- 1.6% |
$13.4K - $16.4K
|
15.8K
$863K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-261- 2.16% |
$13.6K - $16.6K
|
11.8K
$646K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-275- 45.23% |
$14.4K - $17.5K
|
333
$18.2K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-278- 1.85% |
$14.5K - $17.7K
|
14.7K
$805K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-282- 18.98% |
$14.7K - $17.9K
|
1.2K
$65.8K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-282- 1.41% |
$14.7K - $17.9K
|
19.8K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-298- 2.26% |
$15.6K - $19K
|
12.9K
$704K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-300- 2.3% |
$15.7K - $19.1K
|
12.7K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-302- 2.49% |
$15.8K - $19.2K
|
11.8K
$647K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-303- 3.48% |
$15.8K - $19.3K
|
8.41K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-304- 7.06% |
$15.9K - $19.3K
|
4.01K
$219K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-305- 8.87% |
$15.9K - $19.4K
|
3.13K
$171K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-312- 4.83% |
$16.3K - $19.9K
|
6.15K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-313- 4.17% |
$16.3K - $19.9K
|
7.2K
$393K
|