Purchases and Sales Made in Q1 2021 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
48+ 20.17% |
$3.26K - $3.68K
|
286
$14.1K
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
48+ 0.67% |
$3.26K - $3.68K
|
7.16K
$352K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
47+ 0.61% |
$3.2K - $3.6K
|
7.79K
$383K
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
47New |
$3.2K - $3.6K
|
47
$2.31K
|
|
May 14, 2021
Q1 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
45+ 0.35% |
$3.06K - $3.45K
|
12.8K
$629K
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$2.99K - $3.37K
|
44
$2.17K
|
|
Apr 30, 2021
Q1 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
41+ 1.19% |
$2.79K - $3.14K
|
3.49K
$172K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
40New |
$2.72K - $3.07K
|
40
$1.97K
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
38+ 77.55% |
$2.58K - $2.91K
|
87
$4.28K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 3.02% |
$2.58K - $2.91K
|
1.3K
$63.9K
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
36+ 1.47% |
$2.45K - $2.76K
|
2.48K
$122K
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
35+ 1.41% |
$2.38K - $2.68K
|
2.52K
$124K
|
|
Apr 29, 2021
Q1 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
32+ 0.6% |
$2.18K - $2.45K
|
5.38K
$265K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
32+ 8.56% |
$2.18K - $2.45K
|
406
$20K
|
|
May 17, 2021
Q1 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
30+ 0.33% |
$2.04K - $2.3K
|
9.1K
$448K
|
|
May 17, 2021
Q1 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.22% |
$2.04K - $2.3K
|
13.9K
$686K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
28+ 0.48% |
$1.9K - $2.15K
|
5.9K
$290K
|
|
Apr 14, 2021
Q1 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.86% |
$1.77K - $1.99K
|
3.04K
$149K
|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
25+ 0.74% |
$1.7K - $1.92K
|
3.4K
$167K
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
BUY
|
- |
24+ 0.86% |
$1.63K - $1.84K
|
2.82K
$139K
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
20+ 0.48% |
$1.36K - $1.53K
|
4.19K
$206K
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 3.0% |
$1.36K - $1.53K
|
687
$33.8K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 0.13% |
$1.36K - $1.53K
|
15.7K
$773K
|
|
Apr 21, 2021
Q1 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
20+ 0.17% |
$1.36K - $1.53K
|
11.9K
$585K
|
|
Apr 14, 2021
Q1 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
20+ 0.13% |
$1.36K - $1.53K
|
14.9K
$732K
|
|
May 13, 2021
Q1 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
15+ 0.08% |
$1.02K - $1.15K
|
18.4K
$906K
|
|
May 17, 2021
Q1 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.02K - $1.15K
|
15
$738
|
|
Jul 14, 2021
Q1 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
14+ 0.02% |
$952 - $1.07K
|
60.7K
$2.99M
|
|
Apr 28, 2021
Q1 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.47% |
$884 - $997
|
2.8K
$138K
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 0.83% |
$884 - $997
|
1.57K
$77.5K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 10.0% |
$884 - $997
|
143
$7.04K
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
BUY
|
- |
12New |
$816 - $920
|
12
$591
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.87% |
$816 - $920
|
1.39K
$68.5K
|
|
Apr 22, 2021
Q1 2021
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.25% |
$748 - $844
|
4.43K
$218K
|
|
Apr 27, 2021
Q1 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.14% |
$612 - $690
|
6.63K
$326K
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
9+ 0.6% |
$612 - $690
|
1.51K
$74.3K
|
|
Apr 22, 2021
Q1 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.21% |
$544 - $614
|
3.79K
$186K
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.8% |
$544 - $614
|
1K
$49.4K
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.19% |
$476 - $537
|
3.75K
$185K
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 0.13% |
$408 - $460
|
4.59K
$226K
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.12% |
$408 - $460
|
4.95K
$244K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$340 - $384
|
4.61K
$227K
|
|
May 11, 2021
Q1 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.66% |
$340 - $384
|
762
$37.5K
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.13% |
$272 - $307
|
3.17K
$156K
|
|
May 13, 2021
Q1 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
3+ 0.06% |
$204 - $230
|
5.3K
$261K
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3+ 0.93% |
$204 - $230
|
324
$15.9K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.23% |
$204 - $230
|
1.3K
$63.8K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3+ 0.1% |
$204 - $230
|
3.14K
$155K
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.73% |
$136 - $153
|
275
$13.5K
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$136 - $153
|
5.06K
$249K
|