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 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.49K+ 74.68% |
$577K - $651K
|
19.9K
$964K
|
|
May 13, 2021
Q1 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.42KNew |
$573K - $646K
|
8.42K
$409K
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.38KNew |
$570K - $643K
|
8.38K
$407K
|
|
May 14, 2021
Q1 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
8.33K+ 14.96% |
$566K - $639K
|
64K
$3.11M
|
|
Apr 29, 2021
Q1 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
8.31K+ 77.74% |
$565K - $637K
|
19K
$922K
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.25KNew |
$561K - $633K
|
8.25K
$401K
|
|
Apr 01, 2021
Q1 2021
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
8K+ 19.32% |
$544K - $614K
|
49.4K
$2.4M
|
|
May 17, 2021
Q1 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.96KNew |
$541K - $611K
|
7.96K
$386K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.96K+ 21.71% |
$541K - $610K
|
44.6K
$2.17M
|
|
May 14, 2021
Q1 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.93K+ 11.61% |
$539K - $608K
|
76.2K
$3.7M
|
|
May 17, 2021
Q1 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.8KNew |
$530K - $598K
|
7.8K
$379K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.72K+ 8.63% |
$525K - $592K
|
97.1K
$4.72M
|
|
Apr 23, 2021
Q1 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.61K+ 29.26% |
$518K - $584K
|
33.6K
$1.63M
|
|
Apr 30, 2021
Q1 2021
|
Smith, Salley & Associates
|
BUY
|
- |
7.42K+ 3.65% |
$505K - $569K
|
211K
$10.2M
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.27K+ 4.79% |
$494K - $557K
|
159K
$7.73M
|
|
May 05, 2021
Q1 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.22K+ 9.0% |
$491K - $554K
|
87.5K
$4.25M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
7.17KNew |
$488K - $550K
|
7.17K
$348K
|
|
Apr 30, 2021
Q1 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
7.02KNew |
$477K - $538K
|
7.02K
$341K
|
|
May 18, 2021
Q1 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.02KNew |
$477K - $538K
|
7.02K
$341K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.86K+ 136.95% |
$466K - $526K
|
11.9K
$576K
|
|
May 17, 2021
Q1 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
6.8K+ 8.58% |
$462K - $522K
|
86.1K
$4.18M
|
|
May 05, 2021
Q1 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.75K+ 4.19% |
$459K - $518K
|
168K
$8.15M
|
|
May 10, 2021
Q1 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.74KNew |
$458K - $517K
|
6.74K
$327K
|
|
Apr 12, 2021
Q1 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.72K+ 34.92% |
$457K - $516K
|
26K
$1.26M
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.7K+ 35.35% |
$456K - $514K
|
25.7K
$1.25M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.68KNew |
$454K - $513K
|
6.68K
$324K
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.46K+ 52.89% |
$440K - $496K
|
18.7K
$907K
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.36K+ 3.37% |
$433K - $488K
|
195K
$9.48M
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.33K+ 5.44% |
$430K - $485K
|
123K
$5.96M
|
|
May 18, 2021
Q1 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.04KNew |
$411K - $463K
|
6.04K
$293K
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.95K+ 4.87% |
$404K - $456K
|
128K
$6.22M
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.9K+ 14.4% |
$401K - $453K
|
46.9K
$2.27M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 4.14% |
$400K - $451K
|
148K
$7.18M
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
5.87K+ 124.51% |
$399K - $450K
|
10.6K
$514K
|
|
Apr 28, 2022
Q1 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
5.85KNew |
$398K - $449K
|
5.85K
$284K
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
BUY
|
- |
5.81K+ 2.82% |
$395K - $446K
|
212K
$10.3M
|
|
May 11, 2021
Q1 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.64KNew |
$383K - $432K
|
5.64K
$274K
|
|
May 10, 2021
Q1 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.62KNew |
$382K - $431K
|
5.62K
$273K
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.38KNew |
$366K - $413K
|
5.38K
$261K
|
|
Apr 12, 2021
Q1 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.35KNew |
$364K - $410K
|
5.35K
$260K
|
|
Apr 21, 2021
Q1 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.33K+ 13.0% |
$362K - $409K
|
46.3K
$2.25M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.29K+ 13.68% |
$360K - $406K
|
44K
$2.13M
|
|
May 04, 2021
Q1 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.29K+ 13.22% |
$360K - $406K
|
45.3K
$2.2M
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.17KNew |
$352K - $397K
|
5.17K
$251K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.17K+ 36.96% |
$352K - $397K
|
19.2K
$930K
|
|
Apr 30, 2021
Q1 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$340K - $384K
|
5K
$243K
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.97K+ 37.94% |
$338K - $381K
|
18.1K
$878K
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.97K+ 10.86% |
$338K - $381K
|
50.7K
$2.46M
|
|
May 06, 2021
Q1 2021
|
Reaves W H & CO Inc
|
BUY
|
- |
4.96KNew |
$337K - $380K
|
4.96K
$241K
|
|
May 14, 2021
Q1 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.88KNew |
$332K - $374K
|
4.88K
$237K
|