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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-657- 33.68% |
$26K - $32.5K
|
1.29K
$71.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-661- 7.76% |
$26.1K - $32.7K
|
7.86K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-662- 2.84% |
$26.2K - $32.7K
|
22.7K
$1.25M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-665- 3.52% |
$26.3K - $32.9K
|
18.2K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-667- 1.17% |
$26.4K - $33K
|
56.3K
$3.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-669- 4.1% |
$26.4K - $33.1K
|
15.6K
$863K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-680- 8.86% |
$26.9K - $33.6K
|
7K
$386K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-686- 9.74% |
$27.1K - $33.9K
|
6.36K
$351K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-704- 12.44% |
$27.8K - $34.8K
|
4.96K
$273K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-733- 50.76% |
$29K - $36.3K
|
711
$39.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-735- 4.53% |
$29.1K - $36.4K
|
15.5K
$855K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-757- 6.63% |
$29.9K - $37.4K
|
10.7K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-766- 2.11% |
$30.3K - $37.9K
|
35.6K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-773- 53.09% |
$30.6K - $38.2K
|
683
$37.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-776- 4.53% |
$30.7K - $38.4K
|
16.4K
$903K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-778- 5.69% |
$30.8K - $38.5K
|
12.9K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-778- 4.35% |
$30.8K - $38.5K
|
17.1K
$944K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-783- 3.6% |
$31K - $38.7K
|
20.9K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-788- 15.02% |
$31.1K - $39K
|
4.46K
$246K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-790- 0.96% |
$31.2K - $39.1K
|
81.3K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-790- 12.83% |
$31.2K - $39.1K
|
5.37K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-802- 7.7% |
$31.7K - $39.7K
|
9.61K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-812- 17.33% |
$32.1K - $40.2K
|
3.87K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-816- 13.19% |
$32.3K - $40.4K
|
5.37K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-821- 1.1% |
$32.5K - $40.6K
|
74.1K
$4.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-825- 7.2% |
$32.6K - $40.8K
|
10.6K
$586K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-830- 4.79% |
$32.8K - $41.1K
|
16.5K
$910K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-846- 5.92% |
$33.4K - $41.9K
|
13.4K
$741K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-848- 11.76% |
$33.5K - $42K
|
6.36K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-879- 2.53% |
$34.7K - $43.5K
|
33.8K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-884- 45.71% |
$34.9K - $43.7K
|
1.05K
$57.9K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-890- 0.75% |
$35.2K - $44K
|
118K
$6.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-895- 15.14% |
$35.4K - $44.3K
|
5.02K
$277K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-895- 15.14% |
$35.4K - $44.3K
|
5.02K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-896- 11.93% |
$35.4K - $44.3K
|
6.62K
$365K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-906- 1.7% |
$35.8K - $44.8K
|
52.3K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-937- 36.86% |
$37K - $46.4K
|
1.61K
$88.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-941- 8.01% |
$37.2K - $46.6K
|
10.8K
$596K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-964- 21.28% |
$38.1K - $47.7K
|
3.57K
$197K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-966- 6.06% |
$38.2K - $47.8K
|
15K
$826K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-970- 17.62% |
$38.3K - $48K
|
4.54K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-970- 1.09% |
$38.3K - $48K
|
87.8K
$4.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-978- 0.86% |
$38.7K - $48.4K
|
112K
$6.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-987- 9.19% |
$39K - $48.8K
|
9.75K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-996- 8.19% |
$39.4K - $49.3K
|
11.2K
$616K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-1K- 3.5% |
$39.6K - $49.5K
|
27.6K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.01K- 4.77% |
$40.1K - $50.2K
|
20.2K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.02K- 15.76% |
$40.3K - $50.5K
|
5.45K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.03K- 9.58% |
$40.5K - $50.7K
|
9.68K
$534K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.04K- 3.21% |
$41K - $51.3K
|
31.2K
$1.72M
|