Purchases and Sales Made in Q3 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 0.2% |
$221 - $272
|
2.47K
$138K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
$221 - $272
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6- 0.1% |
$265 - $327
|
5.83K
$326K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-7- 0.13% |
$309 - $381
|
5.26K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-8- 0.33% |
$353 - $436
|
2.4K
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.16% |
$353 - $436
|
4.94K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.04% |
$353 - $436
|
384
$21.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-10- 0.04% |
$441 - $545
|
24.2K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-10- 0.16% |
$441 - $545
|
6.17K
$345K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21Closed |
$927 - $1.14K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-23- 1.08% |
$1.02K - $1.25K
|
2.11K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-24- 0.49% |
$1.06K - $1.31K
|
4.91K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-24- 0.26% |
$1.06K - $1.31K
|
9.15K
$512K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 0.4% |
$1.1K - $1.36K
|
6.23K
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 16.67% |
$1.1K - $1.36K
|
125
$6.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 1.53% |
$1.1K - $1.36K
|
1.61K
$90.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-26- 0.68% |
$1.15K - $1.42K
|
3.8K
$213K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-26- 13.27% |
$1.15K - $1.42K
|
170
$9.51K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 0.29% |
$1.19K - $1.47K
|
9.27K
$518K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-30- 0.17% |
$1.32K - $1.63K
|
17.1K
$959K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-30- 2.39% |
$1.32K - $1.63K
|
1.22K
$68.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-34- 0.35% |
$1.5K - $1.85K
|
9.81K
$549K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-39- 0.34% |
$1.72K - $2.12K
|
11.5K
$641K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-40- 0.35% |
$1.77K - $2.18K
|
11.4K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-42Closed |
$1.85K - $2.29K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-46- 24.21% |
$2.03K - $2.5K
|
144
$8.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-46- 0.5% |
$2.03K - $2.5K
|
9.09K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-50- 5.81% |
$2.21K - $2.72K
|
810
$45.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-54- 0.7% |
$2.38K - $2.94K
|
7.68K
$429K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-55- 14.95% |
$2.43K - $2.99K
|
313
$17.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-56- 0.26% |
$2.47K - $3.05K
|
21.4K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.79% |
$2.65K - $3.27K
|
7.51K
$420K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-60- 0.64% |
$2.65K - $3.27K
|
9.34K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-61- 1.16% |
$2.69K - $3.32K
|
5.22K
$292K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-71- 24.4% |
$3.13K - $3.87K
|
220
$12.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-75- 14.73% |
$3.31K - $4.08K
|
434
$24.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-75- 27.47% |
$3.31K - $4.08K
|
198
$11.1K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-79- 1.06% |
$3.49K - $4.3K
|
7.37K
$412K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-80- 2.6% |
$3.53K - $4.36K
|
3K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-80- 0.43% |
$3.53K - $4.36K
|
18.5K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-83- 3.99% |
$3.66K - $4.52K
|
2K
$112K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-84- 11.44% |
$3.71K - $4.57K
|
650
$36.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-88- 26.59% |
$3.88K - $4.79K
|
243
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-89- 0.26% |
$3.93K - $4.85K
|
34.7K
$1.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-92- 0.48% |
$4.06K - $5.01K
|
19.1K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-98- 6.64% |
$4.33K - $5.34K
|
1.38K
$77.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-100- 1.69% |
$4.41K - $5.45K
|
5.83K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 2.06% |
$4.41K - $5.45K
|
4.76K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 0.51% |
$4.41K - $5.45K
|
19.4K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-102- 2.12% |
$4.5K - $5.55K
|
4.71K
$263K
|