Purchases and Sales Made in Q1 2024 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 2024. 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 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
387+ 5.9% |
$17.1K - $19K
|
6.94K
$379K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
386+ 0.56% |
$17K - $19K
|
69.3K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
383+ 2.88% |
$16.9K - $18.8K
|
13.7K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
380+ 9.71% |
$16.8K - $18.7K
|
4.29K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
375+ 3.2% |
$16.6K - $18.4K
|
12.1K
$662K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
359+ 5.25% |
$15.8K - $17.7K
|
7.2K
$393K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
359+ 1.98% |
$15.8K - $17.7K
|
18.5K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
358+ 2.07% |
$15.8K - $17.6K
|
17.7K
$965K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
343+ 1.33% |
$15.1K - $16.9K
|
26K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
341+ 50.52% |
$15.1K - $16.8K
|
1.02K
$55.5K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
326+ 2.86% |
$14.4K - $16K
|
11.7K
$641K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
323+ 5.75% |
$14.3K - $15.9K
|
5.94K
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
320+ 4.45% |
$14.1K - $15.7K
|
7.5K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
320+ 3.08% |
$14.1K - $15.7K
|
10.7K
$585K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
303+ 1.16% |
$13.4K - $14.9K
|
26.4K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
300+ 5.85% |
$13.2K - $14.8K
|
5.43K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$13.2K - $14.8K
|
300
$16.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
288+ 4.57% |
$12.7K - $14.2K
|
6.59K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
283+ 4.26% |
$12.5K - $13.9K
|
6.92K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
280+ 4.92% |
$12.4K - $13.8K
|
5.97K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
280+ 0.26% |
$12.4K - $13.8K
|
107K
$5.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
272+ 0.04% |
$12K - $13.4K
|
624K
$34.1M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
271+ 7.98% |
$12K - $13.3K
|
3.67K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
250New |
$11K - $12.3K
|
250
$13.7K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
242+ 3.88% |
$10.7K - $11.9K
|
6.49K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
230+ 4.67% |
$10.2K - $11.3K
|
5.16K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
228+ 2.05% |
$10.1K - $11.2K
|
11.4K
$620K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
222+ 3.96% |
$9.8K - $10.9K
|
5.82K
$318K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
217New |
$9.58K - $10.7K
|
217
$11.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
210+ 0.86% |
$9.27K - $10.3K
|
24.5K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
209+ 2.66% |
$9.23K - $10.3K
|
8.07K
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
201+ 45.27% |
$8.87K - $9.89K
|
645
$35.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
200+ 40.0% |
$8.83K - $9.84K
|
700
$38.2K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.08% |
$8.83K - $9.84K
|
243K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
200+ 0.12% |
$8.83K - $9.84K
|
173K
$9.44M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$8.83K - $9.84K
|
200
$10.9K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
200+ 2.07% |
$8.83K - $9.84K
|
9.84K
$538K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
197+ 1.21% |
$8.7K - $9.69K
|
16.5K
$900K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
196+ 7.58% |
$8.65K - $9.64K
|
2.78K
$152K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
192+ 11.58% |
$8.48K - $9.44K
|
1.85K
$101K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
184+ 2.63% |
$8.12K - $9.05K
|
7.18K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
171+ 2.95% |
$7.55K - $8.41K
|
5.96K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
154+ 5.88% |
$6.8K - $7.58K
|
2.77K
$151K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$6.62K - $7.38K
|
150
$8.19K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
145+ 1.94% |
$6.4K - $7.13K
|
7.61K
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
141New |
$6.23K - $6.94K
|
141
$7.7K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
137+ 2.23% |
$6.05K - $6.74K
|
6.27K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
130+ 7.78% |
$5.74K - $6.39K
|
1.8K
$98.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
127+ 1.96% |
$5.61K - $6.25K
|
6.62K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
125+ 2.46% |
$5.52K - $6.15K
|
5.21K
$285K
|