Purchases and Sales Made in Q3 2023 in Dominion Energy, Inc (D)

D Quotes by TradingView

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
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
228
+ 0.62%
$10.1K - $12.4K
36.8K $2.01M
Oct 30, 2023 Q3 2023
Wallington Asset Management, LLC

BUY
 -
210
+ 0.37%
$9.27K - $11.4K
56.3K $3.08M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
203
+ 11.33%
$8.96K - $11.1K
2K $109K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
200
+ 1.71%
$8.83K - $10.9K
11.9K $649K
Oct 18, 2023 Q3 2023
Culbertson A N & CO Inc

BUY
 -
200
+ 0.86%
$8.83K - $10.9K
23.3K $1.27M
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
190
+ 3.48%
$8.39K - $10.3K
5.65K $309K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
182
+ 0.15%
$8.03K - $9.91K
118K $6.43M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
180
+ 2.01%
$7.95K - $9.8K
9.12K $498K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
168
+ 0.42%
$7.42K - $9.15K
40.5K $2.21M
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
166
New
$7.33K - $9.04K
166 $9.07K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
160
+ 7.5%
$7.06K - $8.71K
2.29K $125K
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
158
+ 1.82%
$6.97K - $8.6K
8.83K $482K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
155
+ 2.63%
$6.84K - $8.44K
6.05K $330K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
154
+ 7.54%
$6.8K - $8.39K
2.2K $120K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
145
+ 19.0%
$6.4K - $7.9K
908 $49.6K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
145
+ 0.48%
$6.4K - $7.9K
30.3K $1.66M
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

BUY
 -
139
+ 2.44%
$6.14K - $7.57K
5.83K $318K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
132
+ 6.01%
$5.83K - $7.19K
2.33K $127K
Nov 14, 2023 Q3 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
132
+ 1.99%
$5.83K - $7.19K
6.77K $370K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
126
+ 0.75%
$5.56K - $6.86K
17K $930K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
122
+ 2.26%
$5.39K - $6.64K
5.53K $302K
Nov 03, 2023 Q3 2023
Liberty One Investment Management, LLC

BUY
 -
122
+ 0.9%
$5.39K - $6.64K
13.7K $747K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
118
+ 1.1%
$5.21K - $6.43K
10.8K $590K
Oct 31, 2023 Q3 2023
Legacy Wealth Asset Management, LLC

BUY
 -
118
+ 1.93%
$5.21K - $6.43K
6.24K $341K
Oct 12, 2023 Q3 2023
Gleason Group, Inc.

BUY
 -
117
+ 1.38%
$5.16K - $6.37K
8.6K $470K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
115
+ 1.77%
$5.08K - $6.26K
6.6K $360K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
111
+ 1.26%
$4.9K - $6.04K
8.9K $486K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
110
+ 5.98%
$4.86K - $5.99K
1.95K $107K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
108
+ 0.32%
$4.77K - $5.88K
34.3K $1.87M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
106
+ 1.03%
$4.68K - $5.77K
10.4K $571K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
104
+ 472.73%
$4.59K - $5.66K
126 $6.88K
Oct 17, 2023 Q3 2023
Louisiana State Employees Retirement System

BUY
 -
100
+ 0.19%
$4.41K - $5.45K
51.8K $2.83M
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
97
New
$4.28K - $5.28K
97 $5.3K
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
95
New
$4.19K - $5.17K
95 $5.19K
Oct 10, 2023 Q3 2023
Salvus Wealth Management, LLC

BUY
 -
94
+ 1.01%
$4.15K - $5.12K
9.4K $514K
Nov 13, 2023 Q3 2023
Campbell Wealth Management

BUY
 -
90
+ 0.81%
$3.97K - $4.9K
11.3K $615K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
88
+ 1.74%
$3.88K - $4.79K
5.14K $281K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
86
+ 0.97%
$3.8K - $4.68K
8.92K $487K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
80
+ 1.32%
$3.53K - $4.36K
6.16K $337K
Nov 06, 2023 Q3 2023
Phoenix Wealth Advisors

BUY
 -
80
+ 0.83%
$3.53K - $4.36K
9.71K $530K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
78
+ 28.06%
$3.44K - $4.25K
356 $19.4K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
75
New
$3.31K - $4.08K
75 $4.1K
Nov 09, 2023 Q3 2023
Heritage Investors Management Corp

BUY
 -
74
+ 0.69%
$3.27K - $4.03K
10.8K $589K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
70
New
$3.09K - $3.81K
70 $3.82K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
68
+ 0.93%
$3K - $3.7K
7.41K $405K
Nov 08, 2023 Q3 2023
Amalgamated Bank

New York, NY
BUY
 -
68
+ 0.03%
$3K - $3.7K
211K $11.5M
Nov 13, 2023 Q3 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
67
+ 0.0%
$2.96K - $3.65K
3.55M $194M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
67
+ 10.0%
$2.96K - $3.65K
737 $40.3K
Oct 20, 2023 Q3 2023
Plimoth Trust CO LLC

BUY
 -
65
+ 0.53%
$2.87K - $3.54K
12.2K $667K

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