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 12, 2021
Q1 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.5K- 1.43% |
$102K - $115K
|
104K
$6.04M
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 12.56% |
$102K - $115K
|
10.5K
$609K
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.52K- 2.62% |
$103K - $117K
|
56.6K
$3.29M
|
|
May 13, 2021
Q1 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.53K- 15.56% |
$104K - $118K
|
8.32K
$484K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.56K- 43.15% |
$106K - $120K
|
2.06K
$120K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.56K- 4.74% |
$106K - $120K
|
31.4K
$1.83M
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 27.57% |
$107K - $121K
|
4.13K
$241K
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.59K- 5.58% |
$108K - $122K
|
26.8K
$1.56M
|
|
Apr 26, 2021
Q1 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.6K- 3.17% |
$109K - $123K
|
48.9K
$2.85M
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.61KClosed |
$109K - $123K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.63K- 9.74% |
$111K - $125K
|
15.1K
$878K
|
|
May 07, 2021
Q1 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.63K- 2.89% |
$111K - $125K
|
54.7K
$3.19M
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.66K- 35.99% |
$113K - $128K
|
2.96K
$172K
|
|
May 13, 2021
Q1 2021
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.7KClosed |
$115K - $130K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.7K- 5.44% |
$115K - $130K
|
29.5K
$1.72M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 11.79% |
$115K - $130K
|
12.7K
$740K
|
|
May 06, 2021
Q1 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.72K- 3.73% |
$117K - $132K
|
44.3K
$2.58M
|
|
May 13, 2021
Q1 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.73K- 3.74% |
$117K - $132K
|
44.5K
$2.59M
|
|
May 14, 2021
Q1 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.73K- 16.04% |
$118K - $133K
|
9.06K
$528K
|
|
Apr 22, 2021
Q1 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.75K- 7.48% |
$119K - $134K
|
21.6K
$1.26M
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-1.81K- 32.11% |
$123K - $138K
|
3.82K
$222K
|
|
Apr 13, 2021
Q1 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.87K- 15.04% |
$127K - $143K
|
10.6K
$614K
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 8.49% |
$129K - $145K
|
20.4K
$1.19M
|
|
May 14, 2021
Q1 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.9K- 9.29% |
$129K - $146K
|
18.6K
$1.08M
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.91K- 10.81% |
$130K - $147K
|
15.8K
$919K
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-1.92K- 33.81% |
$130K - $147K
|
3.76K
$219K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.97K- 1.82% |
$134K - $151K
|
106K
$6.18M
|
|
May 13, 2021
Q1 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.97K- 1.31% |
$134K - $151K
|
149K
$8.68M
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
SELL
|
- |
-2K- 53.24% |
$136K - $153K
|
1.76K
$102K
|
|
May 13, 2021
Q1 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2K- 1.88% |
$136K - $153K
|
104K
$6.07M
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-2.07K- 35.46% |
$140K - $158K
|
3.76K
$219K
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.07K- 32.34% |
$141K - $159K
|
4.34K
$253K
|
|
May 14, 2021
Q1 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.08K- 6.65% |
$141K - $159K
|
29.1K
$1.7M
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.09K- 7.87% |
$142K - $160K
|
24.5K
$1.42M
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 21.03% |
$145K - $164K
|
8.03K
$468K
|
|
Apr 26, 2021
Q1 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 2.03% |
$146K - $165K
|
104K
$6.04M
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.25K- 3.77% |
$153K - $173K
|
57.4K
$3.35M
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.29K- 12.44% |
$156K - $176K
|
16.1K
$939K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.3K- 40.99% |
$156K - $176K
|
3.31K
$193K
|
|
May 11, 2021
Q1 2021
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.3K- 1.37% |
$156K - $176K
|
166K
$9.64M
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-2.31K- 15.2% |
$157K - $177K
|
12.9K
$750K
|
|
Apr 27, 2021
Q1 2021
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.31K- 18.97% |
$157K - $177K
|
9.86K
$574K
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.32K- 17.08% |
$158K - $178K
|
11.3K
$655K
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.32K- 8.91% |
$158K - $178K
|
23.7K
$1.38M
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 17.08% |
$158K - $178K
|
11.3K
$655K
|
|
May 17, 2021
Q1 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.35K- 21.83% |
$160K - $180K
|
8.4K
$489K
|
|
Apr 21, 2021
Q1 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.37K- 2.54% |
$161K - $182K
|
90.8K
$5.29M
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.39KClosed |
$162K - $183K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 10.54% |
$163K - $184K
|
20.3K
$1.18M
|
|
Apr 26, 2021
Q1 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.42K- 6.78% |
$164K - $185K
|
33.3K
$1.94M
|