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 09, 2021
Q1 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-247- 5.49% |
$16.8K - $18.9K
|
4.26K
$209K
|
|
Apr 09, 2021
Q1 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-250- 1.47% |
$17K - $19.2K
|
16.7K
$821K
|
|
May 17, 2021
Q1 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-250- 1.43% |
$17K - $19.2K
|
17.2K
$847K
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250- 8.9% |
$17K - $19.2K
|
2.56K
$126K
|
|
May 06, 2021
Q1 2021
|
Middleton & CO Inc
|
SELL
|
- |
-260- 5.2% |
$17.7K - $19.9K
|
4.74K
$233K
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-264- 16.16% |
$18K - $20.2K
|
1.37K
$67.3K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-275- 2.2% |
$18.7K - $21.1K
|
12.2K
$601K
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-278- 1.3% |
$18.9K - $21.3K
|
21.1K
$1.04M
|
|
Apr 19, 2021
Q1 2021
|
Riverview Trust CO
|
SELL
|
- |
-287- 6.31% |
$19.5K - $22K
|
4.26K
$209K
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-291- 5.41% |
$19.8K - $22.3K
|
5.09K
$250K
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-300- 64.38% |
$20.4K - $23K
|
166
$8.15K
|
|
Apr 26, 2021
Q1 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-300- 9.86% |
$20.4K - $23K
|
2.74K
$135K
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-300Closed |
$20.4K - $23K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 3.03% |
$20.4K - $23K
|
9.6K
$471K
|
|
Apr 23, 2021
Q1 2021
|
Grove Bank & Trust
|
SELL
|
- |
-302- 2.25% |
$20.5K - $23.2K
|
13.1K
$643K
|
|
Apr 14, 2021
Q1 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-304- 0.61% |
$20.7K - $23.3K
|
49.6K
$2.44M
|
|
Apr 07, 2021
Q1 2021
|
Bremer Bank National Association
|
SELL
|
- |
-309- 9.92% |
$21K - $23.7K
|
2.81K
$138K
|
|
May 04, 2021
Q1 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-319- 5.6% |
$21.7K - $24.5K
|
5.37K
$264K
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-320- 6.2% |
$21.8K - $24.5K
|
4.84K
$238K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-321- 3.24% |
$21.8K - $24.6K
|
9.58K
$470K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-323- 42.5% |
$22K - $24.8K
|
437
$21.5K
|
|
May 06, 2021
Q1 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-324- 0.8% |
$22K - $24.9K
|
40.2K
$1.97M
|
|
Apr 28, 2021
Q1 2021
|
Dagco, Inc.
|
SELL
|
- |
-325- 5.84% |
$22.1K - $24.9K
|
5.24K
$257K
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-326- 8.99% |
$22.2K - $25K
|
3.3K
$162K
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-332- 10.91% |
$22.6K - $25.5K
|
2.71K
$133K
|
|
May 14, 2021
Q1 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-345- 7.89% |
$23.5K - $26.5K
|
4.03K
$198K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-349- 79.32% |
$23.7K - $26.8K
|
91
$4.47K
|
|
Apr 22, 2021
Q1 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-350- 6.33% |
$23.8K - $26.8K
|
5.18K
$254K
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-353- 8.04% |
$24K - $27.1K
|
4.04K
$198K
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-357- 2.03% |
$24.3K - $27.4K
|
17.3K
$848K
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-358- 3.31% |
$24.3K - $27.5K
|
10.5K
$513K
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-359- 21.64% |
$24.4K - $27.5K
|
1.3K
$63.8K
|
|
Apr 26, 2021
Q1 2021
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-360- 9.7% |
$24.5K - $27.6K
|
3.35K
$165K
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-361- 7.66% |
$24.5K - $27.7K
|
4.35K
$214K
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-361- 8.32% |
$24.5K - $27.7K
|
3.98K
$195K
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-366- 5.22% |
$24.9K - $28.1K
|
6.64K
$326K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
SELL
|
- |
-367- 4.7% |
$25K - $28.1K
|
7.44K
$365K
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
SELL
|
- |
-376- 7.52% |
$25.6K - $28.8K
|
4.63K
$227K
|
|
Apr 13, 2021
Q1 2021
|
Keudell
|
SELL
|
- |
-386- 5.96% |
$26.2K - $29.6K
|
6.09K
$299K
|
|
May 12, 2021
Q1 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-390- 4.05% |
$26.5K - $29.9K
|
9.24K
$454K
|
|
Apr 28, 2021
Q1 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-395- 1.22% |
$26.9K - $30.3K
|
32K
$1.57M
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-395- 3.78% |
$26.9K - $30.3K
|
10.1K
$494K
|
|
Apr 15, 2021
Q1 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-400- 1.41% |
$27.2K - $30.7K
|
27.9K
$1.37M
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-401- 4.05% |
$27.3K - $30.8K
|
9.51K
$467K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-404- 2.69% |
$27.5K - $31K
|
14.6K
$719K
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-404- 2.63% |
$27.5K - $31K
|
14.9K
$734K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-410- 18.82% |
$27.9K - $31.4K
|
1.77K
$86.8K
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-410- 4.06% |
$27.9K - $31.4K
|
9.7K
$476K
|
|
May 06, 2021
Q1 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-424- 6.98% |
$28.8K - $32.5K
|
5.65K
$278K
|
|
May 04, 2021
Q1 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-427- 11.88% |
$29K - $32.8K
|
3.17K
$156K
|