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 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-404- 2.69% |
$27.5K - $31K
|
14.6K
$852K
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-404- 2.63% |
$27.5K - $31K
|
14.9K
$870K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-410- 18.82% |
$27.9K - $31.4K
|
1.77K
$103K
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-410- 4.06% |
$27.9K - $31.4K
|
9.7K
$565K
|
|
May 06, 2021
Q1 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-424- 6.98% |
$28.8K - $32.5K
|
5.65K
$329K
|
|
May 04, 2021
Q1 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-427- 11.88% |
$29K - $32.8K
|
3.17K
$184K
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-427- 11.03% |
$29K - $32.8K
|
3.44K
$200K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-429- 4.25% |
$29.2K - $32.9K
|
9.68K
$563K
|
|
Apr 08, 2021
Q1 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-430- 12.68% |
$29.2K - $33K
|
2.96K
$172K
|
|
May 10, 2021
Q1 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-430- 6.43% |
$29.2K - $33K
|
6.26K
$364K
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-435- 2.21% |
$29.6K - $33.4K
|
19.2K
$1.12M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-437- 4.84% |
$29.7K - $33.5K
|
8.59K
$500K
|
|
Apr 23, 2021
Q1 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-442- 7.16% |
$30.1K - $33.9K
|
5.73K
$334K
|
|
Apr 30, 2021
Q1 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-445- 1.95% |
$30.3K - $34.1K
|
22.4K
$1.31M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-446- 8.25% |
$30.3K - $34.2K
|
4.96K
$289K
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-447- 14.05% |
$30.4K - $34.3K
|
2.74K
$159K
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-449- 7.24% |
$30.5K - $34.4K
|
5.75K
$335K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-450- 62.85% |
$30.6K - $34.5K
|
266
$15.5K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-452- 2.43% |
$30.7K - $34.7K
|
18.2K
$1.06M
|
|
Apr 23, 2021
Q1 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-458- 2.95% |
$31.1K - $35.1K
|
15.1K
$879K
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-460Closed |
$31.3K - $35.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-461- 2.71% |
$31.3K - $35.4K
|
16.5K
$962K
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-464- 4.0% |
$31.6K - $35.6K
|
11.1K
$649K
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-464- 9.5% |
$31.6K - $35.6K
|
4.42K
$257K
|
|
Apr 05, 2021
Q1 2021
|
Woodstock Corp
|
SELL
|
- |
-475- 2.21% |
$32.3K - $36.4K
|
21K
$1.22M
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-478- 3.66% |
$32.5K - $36.7K
|
12.6K
$733K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-480Closed |
$32.6K - $36.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-486- 6.15% |
$33K - $37.3K
|
7.42K
$432K
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
SELL
|
- |
-490- 8.41% |
$33.3K - $37.6K
|
5.34K
$311K
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-491- 11.06% |
$33.4K - $37.7K
|
3.95K
$230K
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
SELL
|
- |
-495- 1.93% |
$33.7K - $38K
|
25.1K
$1.46M
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
SELL
|
- |
-498- 6.54% |
$33.9K - $38.2K
|
7.12K
$414K
|
|
May 10, 2021
Q1 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-499- 0.36% |
$33.9K - $38.3K
|
139K
$8.09M
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500- 30.21% |
$34K - $38.4K
|
1.16K
$67.3K
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-500- 7.45% |
$34K - $38.4K
|
6.21K
$362K
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-503- 14.0% |
$34.2K - $38.6K
|
3.09K
$180K
|
|
May 04, 2021
Q1 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-516- 1.51% |
$35.1K - $39.6K
|
33.5K
$1.95M
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-517- 3.92% |
$35.2K - $39.7K
|
12.7K
$737K
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-529- 3.44% |
$36K - $40.6K
|
14.8K
$865K
|
|
May 17, 2021
Q1 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-535- 3.44% |
$36.4K - $41K
|
15K
$874K
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-540- 10.29% |
$36.7K - $41.4K
|
4.71K
$274K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-545- 14.42% |
$37.1K - $41.8K
|
3.23K
$188K
|
|
May 03, 2021
Q1 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-546- 1.28% |
$37.1K - $41.9K
|
42K
$2.44M
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-560Closed |
$38.1K - $43K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-560- 10.62% |
$38.1K - $43K
|
4.71K
$274K
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-573Closed |
$39K - $43.9K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-573- 1.18% |
$39K - $43.9K
|
48.2K
$2.8M
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-585- 5.29% |
$39.8K - $44.9K
|
10.5K
$610K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-593- 14.27% |
$40.3K - $45.5K
|
3.56K
$207K
|
|
Apr 16, 2021
Q1 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-600- 13.06% |
$40.8K - $46K
|
3.99K
$233K
|