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 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8K+ 6.7% |
$122K - $138K
|
28.6K
$1.39M
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.76K+ 7.72% |
$120K - $135K
|
24.6K
$1.19M
|
|
Apr 13, 2021
Q1 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.73K+ 4.38% |
$118K - $133K
|
41.2K
$2M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 22.47% |
$115K - $130K
|
9.23K
$448K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 6.8% |
$114K - $128K
|
26.3K
$1.28M
|
|
Apr 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.67K+ 27.63% |
$114K - $128K
|
7.73K
$375K
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
BUY
|
- |
1.67K+ 16.35% |
$114K - $128K
|
11.9K
$577K
|
|
May 11, 2021
Q1 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.66K+ 27.52% |
$113K - $127K
|
7.68K
$373K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.63KNew |
$111K - $125K
|
1.63K
$79K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 80.5% |
$110K - $124K
|
3.64K
$177K
|
|
Apr 12, 2021
Q1 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.6K+ 2.17% |
$109K - $123K
|
75.5K
$3.67M
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.59K+ 18.47% |
$108K - $122K
|
10.2K
$496K
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.58K+ 19.58% |
$107K - $121K
|
9.63K
$468K
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.57K+ 0.15% |
$107K - $121K
|
1.06M
$51.4M
|
|
Apr 23, 2021
Q1 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.57K+ 2.44% |
$107K - $120K
|
65.9K
$3.2M
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.56K+ 36.21% |
$106K - $120K
|
5.87K
$285K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56K+ 8.21% |
$106K - $120K
|
20.6K
$998K
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 5.91% |
$106K - $119K
|
27.9K
$1.36M
|
|
May 10, 2021
Q1 2021
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.55K+ 2.64% |
$105K - $119K
|
60.3K
$2.93M
|
|
Apr 29, 2021
Q1 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1.55K+ 16.12% |
$105K - $119K
|
11.1K
$540K
|
|
May 17, 2021
Q1 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.54K+ 34.83% |
$105K - $118K
|
5.96K
$289K
|
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1.54K+ 7.26% |
$104K - $118K
|
22.7K
$1.1M
|
|
May 17, 2021
Q1 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.52K+ 3.49% |
$103K - $117K
|
45.1K
$2.19M
|
|
May 12, 2021
Q1 2021
|
Adams Wealth Management
|
BUY
|
- |
1.51K+ 15.83% |
$102K - $116K
|
11K
$535K
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.43K+ 5.07% |
$97.5K - $110K
|
29.7K
$1.44M
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.42K+ 3.08% |
$96.4K - $109K
|
47.4K
$2.3M
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.42K+ 12.75% |
$96.4K - $109K
|
12.5K
$608K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.42KNew |
$96.3K - $109K
|
1.42K
$68.7K
|
|
Apr 20, 2021
Q1 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.41K+ 30.37% |
$95.7K - $108K
|
6.04K
$293K
|
|
Apr 27, 2021
Q1 2021
|
Seneca House Advisors
|
BUY
|
- |
1.41K+ 2.26% |
$95.7K - $108K
|
63.7K
$3.09M
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.4K+ 27.2% |
$95.2K - $107K
|
6.55K
$318K
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.36K+ 35.16% |
$92.7K - $105K
|
5.24K
$254K
|
|
Apr 09, 2021
Q1 2021
|
Marotta Asset Management
|
BUY
|
- |
1.34K+ 34.91% |
$91.1K - $103K
|
5.18K
$251K
|
|
May 06, 2021
Q1 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
1.33K+ 746.63% |
$90.4K - $102K
|
1.51K
$73.1K
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.33K+ 18.51% |
$90.2K - $102K
|
8.49K
$412K
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
1.31K+ 31.47% |
$89.2K - $101K
|
5.48K
$266K
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.27K+ 2.08% |
$86.4K - $97.5K
|
62.3K
$3.02M
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
BUY
|
- |
1.26K+ 11.34% |
$85.8K - $96.8K
|
12.4K
$602K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 1332.98% |
$85.2K - $96.1K
|
1.35K
$65.4K
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.24K+ 15.84% |
$84.4K - $95.2K
|
9.08K
$441K
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.23K+ 34.87% |
$83.8K - $94.5K
|
4.77K
$231K
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.23K+ 11.95% |
$83.6K - $94.3K
|
11.5K
$559K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 27.61% |
$82.8K - $93.4K
|
5.63K
$273K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 39.77% |
$81.3K - $91.7K
|
4.2K
$204K
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 27.6% |
$81.3K - $91.7K
|
5.52K
$268K
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.19K+ 42.06% |
$80.9K - $91.2K
|
4.02K
$195K
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.14K+ 37.67% |
$77.6K - $87.5K
|
4.17K
$202K
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.13K+ 1.44% |
$76.8K - $86.6K
|
79.6K
$3.86M
|
|
Apr 14, 2021
Q1 2021
|
Bay Rivers Group
|
BUY
|
- |
1.13K+ 3.91% |
$76.7K - $86.5K
|
30K
$1.45M
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.12KNew |
$76.4K - $86.2K
|
1.12K
$54.6K
|