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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2+ 0.02% |
$136 - $153
|
10.7K
$526K
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.03% |
$68 - $76.7
|
3.29K
$161K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$68 - $76.7
|
2.94K
$144K
|
|
May 11, 2021
Q1 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$68 - $76.7
|
7.62K
$374K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.88% |
$68 - $76.7
|
114
$5.6K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.89% |
$68 - $76.7
|
113
$5.55K
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.44% |
$68 - $76.7
|
227
$11.1K
|
|
May 17, 2021
Q1 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 14.29% |
$68 - $76.7
|
8
$393
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.22% |
$68 - $76.7
|
451
$22.1K
|
|
May 13, 2021
Q1 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-1- 0.01% |
$68 - $76.7
|
12.4K
$610K
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2- 0.07% |
$136 - $153
|
2.9K
$142K
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$204 - $230
|
2.71K
$133K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4- 0.06% |
$272 - $307
|
6.86K
$337K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.06% |
$272 - $307
|
6.25K
$307K
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 0.17% |
$272 - $307
|
2.42K
$119K
|
|
May 07, 2021
Q1 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5- 0.19% |
$340 - $384
|
2.66K
$130K
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-14Closed |
$952 - $1.07K
|
0
$0
|
|
Aug 04, 2021
Q1 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-14- 0.31% |
$952 - $1.07K
|
4.5K
$221K
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15- 2.66% |
$1.02K - $1.15K
|
549
$27K
|
|
Apr 19, 2021
Q1 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-15- 0.37% |
$1.02K - $1.15K
|
4.09K
$201K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 2.39% |
$1.29K - $1.46K
|
777
$38.2K
|
|
Apr 30, 2021
Q1 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-20- 0.41% |
$1.36K - $1.53K
|
4.85K
$238K
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-21- 0.26% |
$1.43K - $1.61K
|
8.17K
$401K
|
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-23Closed |
$1.56K - $1.76K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 0.14% |
$1.63K - $1.84K
|
16.8K
$826K
|
|
May 21, 2021
Q1 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-25- 0.51% |
$1.7K - $1.92K
|
4.9K
$241K
|
|
May 11, 2021
Q1 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-25- 0.73% |
$1.7K - $1.92K
|
3.41K
$168K
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 1.09% |
$1.7K - $1.92K
|
2.26K
$111K
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26- 0.63% |
$1.77K - $1.99K
|
4.11K
$202K
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-26- 31.71% |
$1.77K - $1.99K
|
56
$2.75K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 1.05% |
$1.84K - $2.07K
|
2.55K
$125K
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-28Closed |
$1.9K - $2.15K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-33- 0.2% |
$2.24K - $2.53K
|
16.3K
$799K
|
|
Apr 01, 2021
Q1 2021
|
Park National Corp
|
SELL
|
- |
-40- 0.28% |
$2.72K - $3.07K
|
14.1K
$692K
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-40- 0.9% |
$2.72K - $3.07K
|
4.4K
$216K
|
|
May 07, 2021
Q1 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-40- 0.54% |
$2.72K - $3.07K
|
7.36K
$361K
|
|
May 14, 2021
Q1 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-42- 0.9% |
$2.86K - $3.22K
|
4.63K
$227K
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-43- 0.61% |
$2.92K - $3.3K
|
6.99K
$343K
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-44- 11.92% |
$2.99K - $3.37K
|
325
$16K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 1.2% |
$3.06K - $3.45K
|
3.71K
$182K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-45Closed |
$3.06K - $3.45K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
First Financial Corp
|
SELL
|
- |
-47- 2.52% |
$3.2K - $3.6K
|
1.82K
$89.2K
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-48- 90.57% |
$3.26K - $3.68K
|
5
$246
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.31% |
$3.4K - $3.84K
|
15.8K
$778K
|
|
Apr 22, 2021
Q1 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-50- 1.62% |
$3.4K - $3.84K
|
3.03K
$149K
|
|
Apr 12, 2021
Q1 2021
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-50- 1.44% |
$3.4K - $3.84K
|
3.42K
$168K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-50- 29.07% |
$3.4K - $3.84K
|
122
$5.99K
|
|
May 26, 2021
Q1 2021
|
Members Trust CO
|
SELL
|
- |
-50- 0.36% |
$3.4K - $3.84K
|
13.9K
$681K
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-52- 3.58% |
$3.54K - $3.99K
|
1.4K
$68.7K
|
|
Apr 14, 2021
Q1 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 1.45% |
$4.08K - $4.6K
|
4.08K
$200K
|