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 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
300+ 5.34% |
$23.1K - $25.6K
|
5.92K
$322K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
300+ 1.36% |
$23.1K - $25.6K
|
22.4K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300+ 0.25% |
$23.1K - $25.6K
|
119K
$6.45M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
293+ 6.32% |
$22.6K - $25K
|
4.93K
$268K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
288+ 5.32% |
$22.2K - $24.6K
|
5.7K
$310K
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
287+ 1.59% |
$22.1K - $24.5K
|
18.3K
$996K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
281+ 2.49% |
$21.7K - $24K
|
11.5K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
280+ 3.04% |
$21.6K - $23.9K
|
9.5K
$517K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
277+ 0.48% |
$21.4K - $23.7K
|
57.7K
$3.14M
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
268+ 8.88% |
$20.7K - $22.9K
|
3.29K
$179K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
268+ 2.82% |
$20.7K - $22.9K
|
9.76K
$531K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267+ 8.57% |
$20.6K - $22.8K
|
3.38K
$184K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
265New |
$20.4K - $22.6K
|
265
$14.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 5.51% |
$19.6K - $21.7K
|
4.86K
$265K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
250+ 3.74% |
$19.3K - $21.4K
|
6.94K
$377K
|
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
250+ 0.25% |
$19.3K - $21.4K
|
101K
$5.48M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
249New |
$19.2K - $21.3K
|
249
$13.5K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
244+ 0.85% |
$18.8K - $20.8K
|
28.8K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
243+ 7.79% |
$18.7K - $20.8K
|
3.36K
$183K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
242+ 5.93% |
$18.7K - $20.7K
|
4.32K
$235K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
242+ 0.27% |
$18.7K - $20.7K
|
89.6K
$4.87M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
241+ 1.03% |
$18.6K - $20.6K
|
23.7K
$1.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
239+ 1.74% |
$18.4K - $20.4K
|
14K
$760K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
235+ 5.36% |
$18.1K - $20.1K
|
4.62K
$251K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
234+ 4.74% |
$18.1K - $20K
|
5.17K
$281K
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
232+ 1.3% |
$17.9K - $19.8K
|
18.1K
$986K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
229+ 0.41% |
$17.7K - $19.6K
|
56.6K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
228+ 5.21% |
$17.6K - $19.5K
|
4.6K
$250K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
228New |
$17.6K - $19.5K
|
228
$12.4K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
225+ 4.14% |
$17.4K - $19.2K
|
5.66K
$308K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
219+ 5.55% |
$16.9K - $18.7K
|
4.16K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
216+ 7.51% |
$16.7K - $18.5K
|
3.09K
$168K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
212+ 1.48% |
$16.4K - $18.1K
|
14.5K
$789K
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
210+ 2.52% |
$16.2K - $17.9K
|
8.55K
$465K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
210+ 4.3% |
$16.2K - $17.9K
|
5.09K
$277K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
210+ 4.16% |
$16.2K - $17.9K
|
5.26K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
207+ 0.9% |
$16K - $17.7K
|
23.1K
$1.26M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
205+ 4.14% |
$15.8K - $17.5K
|
5.15K
$280K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
202+ 3.57% |
$15.6K - $17.3K
|
5.86K
$318K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
200+ 7.77% |
$15.4K - $17.1K
|
2.78K
$151K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 3.36% |
$15.4K - $17.1K
|
6.15K
$334K
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
200+ 1.14% |
$15.4K - $17.1K
|
17.7K
$964K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
198+ 2.1% |
$15.3K - $16.9K
|
9.63K
$524K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
196+ 7.33% |
$15.1K - $16.7K
|
2.87K
$156K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
194+ 0.76% |
$15K - $16.6K
|
25.8K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
192+ 1.97% |
$14.8K - $16.4K
|
9.94K
$540K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
189+ 6.49% |
$14.6K - $16.1K
|
3.1K
$169K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
179+ 1.06% |
$13.8K - $15.3K
|
17.1K
$931K
|
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
174+ 0.68% |
$13.4K - $14.9K
|
25.7K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
170+ 3.05% |
$13.1K - $14.5K
|
5.75K
$312K
|