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
|
Aveo Capital Partners, LLC
|
BUY
|
- |
168+ 2.91% |
$13K - $14.4K
|
5.94K
$323K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
167+ 4175.0% |
$12.9K - $14.3K
|
171
$9.3K
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
161+ 1.75% |
$12.4K - $13.8K
|
9.38K
$510K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
159+ 2.2% |
$12.3K - $13.6K
|
7.39K
$402K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
156+ 4.94% |
$12K - $13.3K
|
3.32K
$180K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
155+ 1.91% |
$12K - $13.2K
|
8.29K
$451K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
149New |
$11.5K - $12.7K
|
149
$8.1K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
147New |
$11.3K - $12.6K
|
147
$7.99K
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
146+ 3.19% |
$11.3K - $12.5K
|
4.72K
$257K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
145New |
$11.2K - $12.4K
|
145
$7.89K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
141+ 1.52% |
$10.9K - $12K
|
9.41K
$512K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 2.1% |
$10.8K - $12K
|
6.81K
$370K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
137+ 1.79% |
$10.6K - $11.7K
|
7.8K
$424K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
134+ 4.51% |
$10.3K - $11.4K
|
3.11K
$169K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132+ 0.33% |
$10.2K - $11.3K
|
40.5K
$2.2M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
131+ 49.81% |
$10.1K - $11.2K
|
394
$21.4K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
130New |
$10K - $11.1K
|
130
$7.07K
|
|
Apr 18, 2022
Q1 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
130+ 0.37% |
$10K - $11.1K
|
35.5K
$1.93M
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
128+ 0.28% |
$9.88K - $10.9K
|
45.3K
$2.46M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
128+ 1.22% |
$9.88K - $10.9K
|
10.6K
$578K
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
127+ 0.53% |
$9.8K - $10.8K
|
23.9K
$1.3M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
124+ 3.95% |
$9.57K - $10.6K
|
3.26K
$177K
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
122+ 0.72% |
$9.41K - $10.4K
|
17.2K
$933K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
122+ 508.33% |
$9.41K - $10.4K
|
146
$7.94K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
116+ 6.35% |
$8.95K - $9.91K
|
1.94K
$106K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
106+ 2.73% |
$8.18K - $9.06K
|
3.99K
$217K
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
106+ 0.01% |
$8.18K - $9.06K
|
828K
$45M
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
103+ 1.77% |
$7.95K - $8.8K
|
5.93K
$322K
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
102+ 0.25% |
$7.87K - $8.71K
|
41.1K
$2.23M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$7.72K - $8.54K
|
100
$5.44K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 5.45% |
$7.72K - $8.54K
|
1.94K
$105K
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
100+ 1.92% |
$7.72K - $8.54K
|
5.3K
$288K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 0.88% |
$7.72K - $8.54K
|
11.4K
$621K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.72K - $8.54K
|
100
$5.44K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 0.99% |
$7.72K - $8.54K
|
10.2K
$552K
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
99+ 2.24% |
$7.64K - $8.46K
|
4.52K
$246K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
99+ 1.16% |
$7.64K - $8.46K
|
8.65K
$470K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
98+ 0.38% |
$7.56K - $8.37K
|
26.1K
$1.42M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
97+ 1.44% |
$7.48K - $8.29K
|
6.83K
$372K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
96+ 4.96% |
$7.41K - $8.2K
|
2.03K
$111K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
92+ 0.47% |
$7.1K - $7.86K
|
19.5K
$1.06M
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
92+ 1.37% |
$7.1K - $7.86K
|
6.81K
$371K
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
91+ 0.12% |
$7.02K - $7.77K
|
74.6K
$4.05M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
91+ 2.71% |
$7.02K - $7.77K
|
3.44K
$187K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
91+ 52.6% |
$7.02K - $7.77K
|
264
$14.4K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
87+ 13.57% |
$6.71K - $7.43K
|
728
$39.6K
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
86+ 3.37% |
$6.64K - $7.35K
|
2.64K
$144K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
85+ 0.32% |
$6.56K - $7.26K
|
27K
$1.47M
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
85New |
$6.56K - $7.26K
|
85
$4.62K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 4.69% |
$6.4K - $7.09K
|
1.85K
$101K
|