Purchases and Sales Made in Q4 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 3.82% |
$4.98K - $6.23K
|
3.17K
$175K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-128- 4.35% |
$5.06K - $6.33K
|
2.81K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-130- 2.14% |
$5.14K - $6.43K
|
5.95K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-131- 2.17% |
$5.18K - $6.48K
|
5.92K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-136- 94.44% |
$5.38K - $6.73K
|
8
$441
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-139- 2.38% |
$5.49K - $6.88K
|
5.69K
$314K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-145- 3.2% |
$5.73K - $7.17K
|
4.39K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-150- 2.65% |
$5.93K - $7.42K
|
5.5K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-150- 1.62% |
$5.93K - $7.42K
|
9.11K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-150- 1.26% |
$5.93K - $7.42K
|
11.7K
$648K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-155- 2.82% |
$6.13K - $7.67K
|
5.34K
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-156- 0.94% |
$6.17K - $7.72K
|
16.5K
$908K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-160- 0.78% |
$6.32K - $7.92K
|
20.4K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-165- 19.23% |
$6.52K - $8.16K
|
693
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-165- 19.23% |
$6.52K - $8.16K
|
693
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-166- 0.85% |
$6.56K - $8.21K
|
19.3K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-174- 6.03% |
$6.88K - $8.61K
|
2.71K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-190- 1.29% |
$7.51K - $9.4K
|
14.6K
$804K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-200- 3.96% |
$7.91K - $9.89K
|
4.85K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 23.84% |
$7.91K - $9.89K
|
639
$35.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 78.13% |
$7.91K - $9.89K
|
56
$3.09K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-207- 3.56% |
$8.18K - $10.2K
|
5.6K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-209- 2.1% |
$8.26K - $10.3K
|
9.76K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-221- 0.34% |
$8.74K - $10.9K
|
64.3K
$3.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-230- 1.25% |
$9.09K - $11.4K
|
18.2K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-231- 1.68% |
$9.13K - $11.4K
|
13.5K
$743K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-232- 25.55% |
$9.17K - $11.5K
|
676
$37.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-234- 16.8% |
$9.25K - $11.6K
|
1.16K
$63.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-240- 1.96% |
$9.49K - $11.9K
|
12K
$660K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-241- 27.26% |
$9.53K - $11.9K
|
643
$35.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-242- 3.07% |
$9.57K - $12K
|
7.65K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-245- 2.7% |
$9.68K - $12.1K
|
8.84K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-249- 43.92% |
$9.84K - $12.3K
|
318
$17.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-250- 2.97% |
$9.88K - $12.4K
|
8.18K
$451K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-267- 5.09% |
$10.6K - $13.2K
|
4.98K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-275- 35.03% |
$10.9K - $13.6K
|
510
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-275- 1.61% |
$10.9K - $13.6K
|
16.8K
$929K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-288- 3.83% |
$11.4K - $14.2K
|
7.23K
$399K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-292- 2.8% |
$11.5K - $14.4K
|
10.2K
$560K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-293- 3.52% |
$11.6K - $14.5K
|
8.04K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-297- 5.68% |
$11.7K - $14.7K
|
4.93K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-302- 28.9% |
$11.9K - $14.9K
|
743
$41K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-312- 5.53% |
$12.3K - $15.4K
|
5.33K
$294K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-325- 74.88% |
$12.8K - $16.1K
|
109
$6.01K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-330- 3.25% |
$13K - $16.3K
|
9.83K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-337- 3.13% |
$13.3K - $16.7K
|
10.4K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-343- 3.01% |
$13.6K - $17K
|
11K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-349- 55.75% |
$13.8K - $17.3K
|
277
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-358- 3.71% |
$14.2K - $17.7K
|
9.3K
$513K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-365- 1.48% |
$14.4K - $18.1K
|
24.3K
$1.34M
|