Purchases and Sales Made in Q1 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q1 2022. 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, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
548+ 8.11% |
$42.3K - $46.8K
|
7.3K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
541+ 2.87% |
$41.7K - $46.2K
|
19.4K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
540+ 1.26% |
$41.7K - $46.1K
|
43.3K
$2.36M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
540+ 30.41% |
$41.7K - $46.1K
|
2.32K
$126K
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
532+ 12.54% |
$41K - $45.4K
|
4.78K
$260K
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
529+ 20.46% |
$40.8K - $45.2K
|
3.11K
$169K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
523+ 13.53% |
$40.4K - $44.7K
|
4.39K
$239K
|
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
515+ 5.88% |
$39.7K - $44K
|
9.27K
$504K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
505+ 0.09% |
$39K - $43.1K
|
590K
$32.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
504+ 12.66% |
$38.9K - $43.1K
|
4.49K
$244K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
503+ 6.49% |
$38.8K - $43K
|
8.25K
$449K
|
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
500+ 0.37% |
$38.6K - $42.7K
|
135K
$7.34M
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
500+ 9.87% |
$38.6K - $42.7K
|
5.56K
$303K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
500+ 6.52% |
$38.6K - $42.7K
|
8.17K
$444K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
500+ 10.31% |
$38.6K - $42.7K
|
5.35K
$291K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
496+ 10.81% |
$38.3K - $42.4K
|
5.09K
$277K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
493+ 47.22% |
$38K - $42.1K
|
1.54K
$83.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
486+ 3.47% |
$37.5K - $41.5K
|
14.5K
$788K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
484+ 2.33% |
$37.3K - $41.3K
|
21.2K
$1.15M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
460New |
$35.5K - $39.3K
|
460
$25K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
460+ 13.94% |
$35.5K - $39.3K
|
3.76K
$204K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
455+ 4.34% |
$35.1K - $38.9K
|
10.9K
$595K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
447+ 9.2% |
$34.5K - $38.2K
|
5.31K
$288K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
446+ 19.92% |
$34.4K - $38.1K
|
2.69K
$146K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
428+ 1.97% |
$33K - $36.6K
|
22.2K
$1.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
427+ 3.16% |
$32.9K - $36.5K
|
13.9K
$758K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
425+ 8.54% |
$32.8K - $36.3K
|
5.4K
$294K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
411+ 10.55% |
$31.7K - $35.1K
|
4.31K
$234K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
406+ 4.86% |
$31.3K - $34.7K
|
8.75K
$476K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
400+ 2.7% |
$30.9K - $34.2K
|
15.2K
$827K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
400New |
$30.9K - $34.2K
|
400
$21.8K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
395+ 1.13% |
$30.5K - $33.7K
|
35.4K
$1.92M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
394+ 6.0% |
$30.4K - $33.7K
|
6.96K
$379K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
388+ 3.51% |
$29.9K - $33.1K
|
11.4K
$622K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
360+ 0.96% |
$27.8K - $30.8K
|
37.8K
$2.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
350+ 1.56% |
$27K - $29.9K
|
22.7K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
347+ 9.29% |
$26.8K - $29.6K
|
4.08K
$222K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
345+ 4.95% |
$26.6K - $29.5K
|
7.31K
$398K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
344+ 0.17% |
$26.5K - $29.4K
|
204K
$11.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
335+ 5.31% |
$25.8K - $28.6K
|
6.64K
$361K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
BUY
|
- |
335+ 1.37% |
$25.8K - $28.6K
|
24.7K
$1.35M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
334+ 4.13% |
$25.8K - $28.5K
|
8.42K
$458K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
319New |
$24.6K - $27.3K
|
319
$17.3K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
319+ 3.3% |
$24.6K - $27.3K
|
9.98K
$542K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
318New |
$24.5K - $27.2K
|
318
$17.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
313+ 21.96% |
$24.2K - $26.7K
|
1.74K
$94.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
310+ 1.18% |
$23.9K - $26.5K
|
26.6K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
308+ 4.79% |
$23.8K - $26.3K
|
6.74K
$366K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
302New |
$23.3K - $25.8K
|
302
$16.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.59% |
$23.1K - $25.6K
|
51.1K
$2.78M
|