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 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-63- 0.58% |
$4.28K - $4.83K
|
10.8K
$533K
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-63- 0.91% |
$4.28K - $4.83K
|
6.87K
$337K
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-64- 10.54% |
$4.35K - $4.91K
|
543
$26.7K
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-65- 62.5% |
$4.42K - $4.99K
|
39
$1.92K
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-65Closed |
$4.42K - $4.99K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-65Closed |
$4.42K - $4.99K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
SELL
|
- |
-65- 0.78% |
$4.42K - $4.99K
|
8.25K
$405K
|
|
Aug 05, 2021
Q1 2021
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-70- 0.17% |
$4.76K - $5.37K
|
40.5K
$1.99M
|
|
May 14, 2021
Q1 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-70Closed |
$4.76K - $5.37K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 10.54% |
$4.76K - $5.37K
|
594
$29.2K
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-70Closed |
$4.76K - $5.37K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-71- 0.76% |
$4.83K - $5.45K
|
9.31K
$457K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-73- 6.46% |
$4.96K - $5.6K
|
1.06K
$51.9K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-74- 4.93% |
$5.03K - $5.68K
|
1.43K
$70.1K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-75- 3.86% |
$5.1K - $5.75K
|
1.87K
$91.8K
|
|
Apr 13, 2021
Q1 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-75- 1.34% |
$5.1K - $5.75K
|
5.52K
$271K
|
|
Apr 29, 2021
Q1 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-75- 0.83% |
$5.1K - $5.75K
|
8.99K
$441K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-75- 1.01% |
$5.1K - $5.75K
|
7.38K
$363K
|
|
May 05, 2021
Q1 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-80- 0.95% |
$5.44K - $6.14K
|
8.31K
$408K
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-87- 2.01% |
$5.92K - $6.67K
|
4.24K
$208K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-88- 0.22% |
$5.98K - $6.75K
|
40.1K
$1.97M
|
|
Apr 16, 2021
Q1 2021
|
Wallington Asset Management, LLC
|
SELL
|
- |
-90- 0.19% |
$6.12K - $6.9K
|
48K
$2.36M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-92- 3.15% |
$6.26K - $7.06K
|
2.83K
$139K
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-92- 0.36% |
$6.26K - $7.06K
|
25.7K
$1.26M
|
|
May 17, 2021
Q1 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-93- 0.98% |
$6.32K - $7.13K
|
9.42K
$463K
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-94- 2.43% |
$6.39K - $7.21K
|
3.77K
$185K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-97- 2.88% |
$6.6K - $7.44K
|
3.27K
$161K
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.8K - $7.67K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 1.63% |
$6.8K - $7.67K
|
6.05K
$297K
|
|
May 13, 2021
Q1 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-100- 3.13% |
$6.8K - $7.67K
|
3.09K
$152K
|
|
May 17, 2021
Q1 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.51% |
$6.8K - $7.67K
|
19.4K
$953K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-104- 1.26% |
$7.07K - $7.98K
|
8.12K
$399K
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-104Closed |
$7.07K - $7.98K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-105Closed |
$7.14K - $8.05K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Eastern Bank
|
SELL
|
- |
-111- 2.74% |
$7.55K - $8.51K
|
3.94K
$193K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-115- 2.55% |
$7.82K - $8.82K
|
4.39K
$216K
|
|
May 05, 2021
Q1 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-117- 3.06% |
$7.96K - $8.97K
|
3.71K
$182K
|
|
Apr 14, 2021
Q1 2021
|
Fruth Investment Management
|
SELL
|
- |
-120- 1.08% |
$8.16K - $9.2K
|
11K
$540K
|
|
Apr 19, 2021
Q1 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-120- 0.65% |
$8.16K - $9.2K
|
18.3K
$897K
|
|
May 12, 2021
Q1 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-121- 3.28% |
$8.23K - $9.28K
|
3.57K
$175K
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-125- 2.31% |
$8.5K - $9.59K
|
5.28K
$259K
|
|
May 12, 2021
Q1 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-125- 2.61% |
$8.5K - $9.59K
|
4.67K
$229K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-127- 7.53% |
$8.64K - $9.74K
|
1.56K
$76.6K
|
|
May 04, 2021
Q1 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-128- 4.45% |
$8.7K - $9.82K
|
2.75K
$135K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-130Closed |
$8.84K - $9.97K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-133- 3.93% |
$9.04K - $10.2K
|
3.25K
$160K
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-134- 2.44% |
$9.11K - $10.3K
|
5.36K
$263K
|
|
May 11, 2021
Q1 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-134- 0.25% |
$9.11K - $10.3K
|
53.9K
$2.65M
|
|
May 12, 2021
Q1 2021
|
Strategic Equity Management
|
SELL
|
- |
-134- 1.52% |
$9.11K - $10.3K
|
8.66K
$425K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-147Closed |
$10K - $11.3K
|
0
$0
|