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 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
19.9KNew |
$877K - $1.08M
|
19.9K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.8K+ 12.96% |
$874K - $1.08M
|
172K
$9.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19.7K+ 24.81% |
$871K - $1.07M
|
99.2K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.7K+ 9.74% |
$870K - $1.07M
|
222K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
19.7K+ 6502.64% |
$870K - $1.07M
|
20K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
19.5K+ 4.51% |
$862K - $1.06M
|
452K
$24.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.3K+ 7.85% |
$854K - $1.05M
|
266K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
19.2KNew |
$847K - $1.05M
|
19.2K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19KNew |
$839K - $1.03M
|
19K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19K+ 89.84% |
$837K - $1.03M
|
40.1K
$2.19M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.9K+ 284.42% |
$835K - $1.03M
|
25.6K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.3K+ 76.66% |
$806K - $994K
|
42.1K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
17.9K+ 16.47% |
$791K - $975K
|
127K
$6.92M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.6K+ 16.47% |
$775K - $956K
|
124K
$6.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.8K+ 127.94% |
$740K - $913K
|
29.9K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 46.79% |
$736K - $908K
|
52.3K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
16.6K+ 3.03% |
$732K - $903K
|
565K
$30.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16K+ 40.09% |
$704K - $869K
|
55.8K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
15.6KNew |
$690K - $851K
|
15.6K
$854K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15.4KNew |
$678K - $837K
|
15.4K
$840K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.2K+ 5.81% |
$669K - $825K
|
276K
$15.1M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
13.8K+ 56.74% |
$611K - $754K
|
38.3K
$2.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
13.1K+ 4.96% |
$577K - $712K
|
277K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13K+ 113.73% |
$576K - $710K
|
24.5K
$1.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
12.8K+ 277.79% |
$566K - $698K
|
17.4K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
11.8K+ 27.06% |
$523K - $645K
|
55.6K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
11.8K+ 19.27% |
$519K - $640K
|
72.8K
$3.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3K+ 14.65% |
$497K - $613K
|
88.2K
$4.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
11.2K+ 14.83% |
$494K - $610K
|
86.7K
$4.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.1KNew |
$491K - $605K
|
11.1K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$476K - $587K
|
10.8K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.7KNew |
$473K - $583K
|
10.7K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6K+ 16.47% |
$468K - $577K
|
74.9K
$4.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.3KNew |
$455K - $561K
|
10.3K
$563K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.2K+ 26.62% |
$449K - $554K
|
48.4K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.77KNew |
$431K - $532K
|
9.77K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
9.63K+ 7.5% |
$425K - $524K
|
138K
$7.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.58K+ 4.88% |
$423K - $522K
|
206K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.23K+ 77.36% |
$407K - $502K
|
21.2K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.9K+ 11.65% |
$393K - $484K
|
85.3K
$4.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.84K+ 8.35% |
$390K - $481K
|
115K
$6.26M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.74KNew |
$386K - $476K
|
8.74K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.65K+ 37.73% |
$382K - $471K
|
31.6K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
8.53K+ 48.3% |
$377K - $465K
|
26.2K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.43K+ 6.33% |
$372K - $459K
|
142K
$7.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$366K - $452K
|
8.3K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.3K+ 10.8% |
$366K - $452K
|
85.1K
$4.65M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
8.29KNew |
$366K - $451K
|
8.29K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.21KNew |
$362K - $447K
|
8.21K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.91KNew |
$349K - $431K
|
7.91K
$432K
|