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
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.7K- 2.8% |
$251K - $283K
|
128K
$7.4M
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
SELL
|
- |
-3.77K- 8.84% |
$256K - $289K
|
38.9K
$2.24M
|
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.8KClosed |
$259K - $292K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.82K- 11.3% |
$260K - $293K
|
30K
$1.73M
|
|
|
Apr 14, 2021
Q1 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.85K- 20.14% |
$262K - $296K
|
15.3K
$882K
|
|
|
May 14, 2021
Q1 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-3.88KClosed |
$264K - $298K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.88KClosed |
$264K - $298K
|
0
$0
|
|
|
May 17, 2024
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.93K- 2.0% |
$267K - $301K
|
192K
$11.1M
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.97K- 15.76% |
$270K - $305K
|
21.2K
$1.22M
|
|
|
May 05, 2021
Q1 2021
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-3.99KClosed |
$272K - $306K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4K- 60.0% |
$272K - $307K
|
2.67K
$154K
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4KClosed |
$272K - $307K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Univest Financial Corp
|
SELL
|
- |
-4.01KClosed |
$273K - $308K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.02K- 7.31% |
$273K - $308K
|
50.9K
$2.94M
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.06K- 14.48% |
$276K - $311K
|
24K
$1.38M
|
|
|
May 13, 2021
Q1 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.08KClosed |
$277K - $313K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4.16K- 5.05% |
$283K - $319K
|
78.3K
$4.52M
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
SELL
|
- |
-4.21KClosed |
$286K - $323K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.22K- 46.94% |
$287K - $324K
|
4.77K
$275K
|
|
|
Apr 29, 2021
Q1 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.28K- 23.47% |
$291K - $328K
|
14K
$805K
|
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.29K- 19.48% |
$292K - $329K
|
17.7K
$1.02M
|
|
|
Apr 14, 2021
Q1 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.36K- 48.74% |
$296K - $334K
|
4.58K
$265K
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.37K- 9.1% |
$297K - $335K
|
43.6K
$2.52M
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.37KClosed |
$297K - $335K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.37KClosed |
$297K - $335K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 10.79% |
$300K - $338K
|
36.5K
$2.1M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.43K- 14.93% |
$302K - $340K
|
25.3K
$1.46M
|
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.51K- 22.6% |
$307K - $346K
|
15.4K
$891K
|
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.52K- 5.72% |
$307K - $347K
|
74.5K
$4.3M
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-4.55K- 49.16% |
$309K - $349K
|
4.71K
$272K
|
|
|
May 14, 2021
Q1 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.55KClosed |
$309K - $349K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.7K- 37.19% |
$320K - $361K
|
7.94K
$458K
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-4.74K- 13.72% |
$323K - $364K
|
29.8K
$1.72M
|
|
|
Jun 21, 2021
Q1 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-4.8K- 11.97% |
$327K - $368K
|
35.3K
$2.04M
|
|
|
Jul 14, 2021
Q1 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.84K- 10.06% |
$329K - $371K
|
43.3K
$2.5M
|
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-5.06K- 23.75% |
$344K - $388K
|
16.2K
$937K
|
|
|
May 12, 2021
Q1 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.06KClosed |
$344K - $388K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-5.11KClosed |
$347K - $392K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-5.14K- 44.21% |
$350K - $394K
|
6.49K
$374K
|
|
|
Apr 30, 2021
Q1 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.26K- 17.97% |
$358K - $404K
|
24K
$1.39M
|
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.28K- 14.48% |
$359K - $405K
|
31.2K
$1.8M
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-5.31KClosed |
$361K - $407K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.41K- 34.34% |
$368K - $415K
|
10.3K
$597K
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.41K- 7.28% |
$368K - $415K
|
69K
$3.98M
|
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.47K- 6.07% |
$372K - $419K
|
84.5K
$4.88M
|
|
|
May 05, 2021
Q1 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.51KClosed |
$374K - $422K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bp PLC
|
SELL
|
- |
-5.6K- 17.72% |
$381K - $429K
|
26K
$1.5M
|
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.68KClosed |
$386K - $436K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.73K- 5.11% |
$389K - $439K
|
106K
$6.13M
|
|
|
Apr 09, 2021
Q1 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-5.77KClosed |
$392K - $442K
|
0
$0
|