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 03, 2021
Q1 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.12K+ 0.31% |
$76.2K - $85.9K
|
357K
$17.3M
|
|
May 14, 2021
Q1 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.11K+ 3.53% |
$75.2K - $84.8K
|
32.5K
$1.58M
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.09K+ 13.69% |
$74.1K - $83.6K
|
9.05K
$439K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 10.53% |
$73.6K - $83.1K
|
11.4K
$552K
|
|
Apr 14, 2021
Q1 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.08K+ 2.53% |
$73.5K - $82.9K
|
43.9K
$2.13M
|
|
May 12, 2021
Q1 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.05K+ 36.65% |
$71.6K - $80.8K
|
3.93K
$191K
|
|
May 13, 2021
Q1 2021
|
Aviva PLC
|
BUY
|
- |
1.05K+ 0.39% |
$71.1K - $80.2K
|
271K
$13.2M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.04KNew |
$70.9K - $80K
|
1.04K
$50.6K
|
|
May 07, 2021
Q1 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.03K+ 3.82% |
$70.2K - $79.2K
|
28.1K
$1.36M
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.02KNew |
$69K - $77.9K
|
1.02K
$49.3K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.01K+ 8.29% |
$68.6K - $77.4K
|
13.2K
$640K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.01K+ 27.59% |
$68.5K - $77.3K
|
4.66K
$226K
|
|
May 11, 2021
Q1 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1K+ 5.27% |
$68K - $76.7K
|
20K
$969K
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
949+ 13.54% |
$64.5K - $72.8K
|
7.96K
$386K
|
|
Apr 06, 2021
Q1 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
915+ 7.54% |
$62.2K - $70.2K
|
13K
$633K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
909+ 6.41% |
$61.8K - $69.7K
|
15.1K
$732K
|
|
May 13, 2021
Q1 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
908New |
$61.7K - $69.6K
|
908
$44.1K
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
871+ 8.41% |
$59.2K - $66.8K
|
11.2K
$545K
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
863New |
$58.7K - $66.2K
|
863
$41.9K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
854+ 29.27% |
$58.1K - $65.5K
|
3.77K
$183K
|
|
May 20, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
830+ 3.23% |
$56.4K - $63.7K
|
26.6K
$1.29M
|
|
Apr 16, 2021
Q1 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
821+ 1.07% |
$55.8K - $63K
|
77.8K
$3.78M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
809+ 9.35% |
$55K - $62.1K
|
9.47K
$459K
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
800+ 128.0% |
$54.4K - $61.4K
|
1.43K
$69.2K
|
|
May 05, 2021
Q1 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
785+ 3.84% |
$53.4K - $60.2K
|
21.2K
$1.03M
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
785+ 211.59% |
$53.4K - $60.2K
|
1.16K
$56.1K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
774+ 2.66% |
$52.6K - $59.4K
|
29.9K
$1.45M
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
759+ 37.28% |
$51.6K - $58.2K
|
2.8K
$136K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
758+ 20.03% |
$51.5K - $58.1K
|
4.54K
$221K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
753+ 44.9% |
$51.2K - $57.8K
|
2.43K
$118K
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
750+ 15.06% |
$51K - $57.5K
|
5.73K
$278K
|
|
May 11, 2021
Q1 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
732+ 2.34% |
$49.8K - $56.1K
|
32.1K
$1.56M
|
|
May 05, 2021
Q1 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
729+ 1.12% |
$49.6K - $55.9K
|
65.9K
$3.2M
|
|
May 17, 2021
Q1 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
725New |
$49.3K - $55.6K
|
725
$35.2K
|
|
Apr 29, 2021
Q1 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
720+ 7.29% |
$49K - $55.2K
|
10.6K
$514K
|
|
May 21, 2021
Q1 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
681+ 13.86% |
$46.3K - $52.2K
|
5.59K
$272K
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
BUY
|
- |
655+ 3.1% |
$44.5K - $50.2K
|
21.8K
$1.06M
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
629+ 8.54% |
$42.8K - $48.2K
|
8K
$388K
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
625+ 1.69% |
$42.5K - $47.9K
|
37.6K
$1.83M
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
BUY
|
- |
613+ 19.45% |
$41.7K - $47K
|
3.76K
$183K
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
606+ 13.52% |
$41.2K - $46.5K
|
5.09K
$247K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
601+ 0.79% |
$40.9K - $46.1K
|
76.9K
$3.73M
|
|
May 12, 2021
Q1 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
600+ 17.1% |
$40.8K - $46K
|
4.11K
$199K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
600+ 13.67% |
$40.8K - $46K
|
4.99K
$242K
|
|
May 13, 2021
Q1 2021
|
Burney CO
Reston, VA |
BUY
|
- |
598+ 5.17% |
$40.7K - $45.9K
|
12.2K
$590K
|
|
Apr 20, 2021
Q1 2021
|
Aries Wealth Management
|
BUY
|
- |
584+ 20.94% |
$39.7K - $44.8K
|
3.37K
$164K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
579+ 1.85% |
$39.4K - $44.4K
|
31.9K
$1.55M
|
|
May 14, 2021
Q1 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
579+ 0.03% |
$39.4K - $44.4K
|
2.01M
$97.5M
|
|
May 14, 2021
Q1 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
566+ 4.75% |
$38.5K - $43.4K
|
12.5K
$606K
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
553+ 9.78% |
$37.6K - $42.4K
|
6.21K
$301K
|