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 14, 2021
Q1 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-148- 4.18% |
$10.1K - $11.4K
|
3.39K
$167K
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 5.56% |
$10.2K - $11.5K
|
2.55K
$125K
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-150- 8.07% |
$10.2K - $11.5K
|
1.71K
$83.9K
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-150- 2.49% |
$10.2K - $11.5K
|
5.88K
$289K
|
|
Apr 27, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 2.23% |
$10.2K - $11.5K
|
6.58K
$323K
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-150- 1.76% |
$10.2K - $11.5K
|
8.37K
$411K
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-150- 4.76% |
$10.2K - $11.5K
|
3K
$147K
|
|
Apr 30, 2021
Q1 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-155- 3.07% |
$10.5K - $11.9K
|
4.9K
$240K
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-155- 5.19% |
$10.5K - $11.9K
|
2.83K
$139K
|
|
May 13, 2021
Q1 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-155- 4.97% |
$10.5K - $11.9K
|
2.96K
$146K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-157- 0.2% |
$10.7K - $12K
|
77.6K
$3.81M
|
|
Apr 12, 2021
Q1 2021
|
Cordasco Financial Network
|
SELL
|
- |
-160- 3.8% |
$10.9K - $12.3K
|
4.05K
$199K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-161- 1.48% |
$10.9K - $12.3K
|
10.7K
$526K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-163- 0.76% |
$11.1K - $12.5K
|
21.4K
$1.05M
|
|
Apr 14, 2021
Q1 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-164- 1.96% |
$11.2K - $12.6K
|
8.22K
$404K
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-164- 2.5% |
$11.2K - $12.6K
|
6.4K
$314K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-164- 3.12% |
$11.2K - $12.6K
|
5.09K
$250K
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
SELL
|
- |
-170- 4.02% |
$11.6K - $13K
|
4.05K
$199K
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-172- 1.12% |
$11.7K - $13.2K
|
15.2K
$749K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-175- 3.65% |
$11.9K - $13.4K
|
4.62K
$227K
|
|
May 17, 2021
Q1 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-180- 5.04% |
$12.2K - $13.8K
|
3.39K
$166K
|
|
Apr 15, 2021
Q1 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-188- 0.44% |
$12.8K - $14.4K
|
42.1K
$2.07M
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
SELL
|
- |
-189- 33.04% |
$12.9K - $14.5K
|
383
$18.8K
|
|
Apr 15, 2021
Q1 2021
|
Windward Capital Management CO
|
SELL
|
- |
-190- 0.42% |
$12.9K - $14.6K
|
45.6K
$2.24M
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
SELL
|
- |
-190- 0.91% |
$12.9K - $14.6K
|
20.6K
$1.01M
|
|
Apr 14, 2021
Q1 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-191- 0.44% |
$13K - $14.6K
|
43.4K
$2.13M
|
|
May 07, 2021
Q1 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-191- 2.14% |
$13K - $14.6K
|
8.74K
$429K
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-193- 2.96% |
$13.1K - $14.8K
|
6.32K
$310K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-194- 8.09% |
$13.2K - $14.9K
|
2.21K
$108K
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-197- 7.58% |
$13.4K - $15.1K
|
2.4K
$118K
|
|
May 10, 2021
Q1 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-198- 2.05% |
$13.5K - $15.2K
|
9.45K
$464K
|
|
Apr 30, 2021
Q1 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-200- 5.05% |
$13.6K - $15.3K
|
3.76K
$185K
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 2.65% |
$13.6K - $15.3K
|
7.34K
$360K
|
|
May 06, 2021
Q1 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 2.57% |
$13.6K - $15.3K
|
7.58K
$372K
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 5.5% |
$13.6K - $15.3K
|
3.43K
$169K
|
|
May 18, 2021
Q1 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-207- 5.07% |
$14.1K - $15.9K
|
3.88K
$190K
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-212- 5.97% |
$14.4K - $16.3K
|
3.34K
$164K
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-215- 1.12% |
$14.6K - $16.5K
|
19K
$934K
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-215- 6.56% |
$14.6K - $16.5K
|
3.06K
$150K
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-217- 2.75% |
$14.8K - $16.6K
|
7.67K
$376K
|
|
Apr 19, 2021
Q1 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-218- 7.58% |
$14.8K - $16.7K
|
2.66K
$131K
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-225- 5.7% |
$15.3K - $17.3K
|
3.72K
$183K
|
|
Apr 29, 2021
Q1 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-227- 4.82% |
$15.4K - $17.4K
|
4.48K
$220K
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-236- 6.16% |
$16K - $18.1K
|
3.59K
$176K
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-238- 1.99% |
$16.2K - $18.3K
|
11.7K
$575K
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-240- 27.71% |
$16.3K - $18.4K
|
626
$30.7K
|
|
May 12, 2021
Q1 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-240- 3.66% |
$16.3K - $18.4K
|
6.32K
$310K
|
|
May 20, 2021
Q1 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-240- 3.71% |
$16.3K - $18.4K
|
6.23K
$306K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-244- 6.31% |
$16.6K - $18.7K
|
3.62K
$178K
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-246- 3.27% |
$16.7K - $18.9K
|
7.28K
$357K
|