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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-665- 13.09% |
$34.7K - $42.3K
|
4.42K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 9.48% |
$34.9K - $42.5K
|
6.38K
$349K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-671- 7.36% |
$35K - $42.7K
|
8.45K
$462K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-675- 24.08% |
$35.2K - $43K
|
2.13K
$116K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-677- 6.25% |
$35.4K - $43.1K
|
10.2K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-688- 1.36% |
$35.9K - $43.8K
|
49.7K
$2.72M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-688- 4.18% |
$35.9K - $43.8K
|
15.8K
$861K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-689Closed |
$36K - $43.8K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-700- 3.1% |
$36.6K - $44.5K
|
21.9K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-710- 14.88% |
$37.1K - $45.2K
|
4.06K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-741- 2.23% |
$38.7K - $47.2K
|
32.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-746- 1.77% |
$39K - $47.5K
|
41.4K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-753- 3.2% |
$39.3K - $47.9K
|
22.8K
$1.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-754- 11.41% |
$39.4K - $48K
|
5.86K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-766- 36.84% |
$40K - $48.7K
|
1.31K
$71.7K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-772- 15.58% |
$40.3K - $49.1K
|
4.18K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-779- 4.11% |
$40.7K - $49.6K
|
18.2K
$994K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-780- 0.86% |
$40.7K - $49.6K
|
89.9K
$4.91M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-785- 60.9% |
$41K - $50K
|
504
$27.5K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-794- 14.74% |
$41.5K - $50.5K
|
4.59K
$251K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-794- 9.9% |
$41.5K - $50.5K
|
7.23K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-795- 3.66% |
$41.5K - $50.6K
|
20.9K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-811- 11.37% |
$42.4K - $51.6K
|
6.32K
$345K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-822- 7.41% |
$42.9K - $52.3K
|
10.3K
$561K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-829- 3.35% |
$43.3K - $52.8K
|
23.9K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-834- 3.33% |
$43.6K - $53.1K
|
24.2K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-836- 3.88% |
$43.7K - $53.2K
|
20.7K
$1.13M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-860- 8.5% |
$44.9K - $54.7K
|
9.26K
$506K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-860- 12.8% |
$44.9K - $54.7K
|
5.86K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-861- 6.78% |
$45K - $54.8K
|
11.8K
$647K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-875- 8.02% |
$45.7K - $55.7K
|
10K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-878- 0.99% |
$45.8K - $55.9K
|
88K
$4.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-910- 12.63% |
$47.5K - $57.9K
|
6.29K
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-936- 44.53% |
$48.9K - $59.6K
|
1.17K
$63.7K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-953- 10.5% |
$49.8K - $60.6K
|
8.13K
$444K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-975- 6.78% |
$50.9K - $62K
|
13.4K
$732K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1K- 69.83% |
$52.3K - $63.8K
|
433
$23.7K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.02K- 0.12% |
$53.1K - $64.7K
|
830K
$45.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.02K- 2.0% |
$53.3K - $64.9K
|
50K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.04K- 1.34% |
$54K - $65.9K
|
76.3K
$4.17M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.04K- 19.57% |
$54.2K - $66K
|
4.26K
$233K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 15.17% |
$54.8K - $66.8K
|
5.87K
$321K
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.08K- 15.26% |
$56.2K - $68.5K
|
5.97K
$326K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.08K- 6.67% |
$56.6K - $68.9K
|
15.2K
$828K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.09K- 73.21% |
$56.7K - $69K
|
397
$21.7K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.1K- 20.89% |
$57.3K - $69.9K
|
4.16K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.11K- 15.0% |
$57.8K - $70.4K
|
6.27K
$343K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.14K- 20.84% |
$59.3K - $72.2K
|
4.31K
$236K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.14K- 0.96% |
$59.3K - $72.3K
|
117K
$6.37M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.14K- 23.48% |
$59.5K - $72.5K
|
3.72K
$203K
|