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 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 0.64% |
$2.39K - $2.65K
|
4.89K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
31New |
$2.39K - $2.65K
|
31
$1.69K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29+ 0.68% |
$2.24K - $2.48K
|
4.28K
$233K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 9.72% |
$2.16K - $2.39K
|
316
$17.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
27+ 0.14% |
$2.08K - $2.31K
|
20K
$1.09M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 0.89% |
$2.08K - $2.31K
|
3.06K
$167K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 1.3% |
$2.08K - $2.31K
|
2.1K
$114K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
26+ 0.6% |
$2.01K - $2.22K
|
4.34K
$236K
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
25+ 0.29% |
$1.93K - $2.14K
|
8.71K
$474K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24+ 0.77% |
$1.85K - $2.05K
|
3.14K
$171K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.31% |
$1.62K - $1.79K
|
6.84K
$372K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
21+ 32.81% |
$1.62K - $1.79K
|
85
$4.62K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.59% |
$1.54K - $1.71K
|
3.39K
$184K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 0.22% |
$1.54K - $1.71K
|
8.99K
$489K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
20+ 1.62% |
$1.54K - $1.71K
|
1.25K
$68.2K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
19+ 0.57% |
$1.47K - $1.62K
|
3.35K
$182K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 0.78% |
$1.31K - $1.45K
|
2.19K
$119K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
17New |
$1.31K - $1.45K
|
17
$924
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16+ 3.9% |
$1.23K - $1.37K
|
426
$23.2K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.54% |
$1.23K - $1.37K
|
2.98K
$162K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 0.29% |
$1.16K - $1.28K
|
5.11K
$278K
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
15+ 0.08% |
$1.16K - $1.28K
|
18.3K
$995K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
14+ 0.01% |
$1.08K - $1.2K
|
268K
$14.6M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14+ 0.46% |
$1.08K - $1.2K
|
3.07K
$167K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.46% |
$1K - $1.11K
|
2.84K
$155K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$1K - $1.11K
|
3.19K
$174K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 1.32% |
$849 - $940
|
843
$45.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.2% |
$772 - $854
|
4.94K
$269K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10+ 0.35% |
$772 - $854
|
2.89K
$157K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
8+ 0.3% |
$617 - $683
|
2.71K
$147K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
8+ 0.01% |
$617 - $683
|
84.1K
$4.57M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.57% |
$617 - $683
|
1.41K
$76.9K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.29% |
$463 - $513
|
2.07K
$113K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.12% |
$386 - $427
|
4.09K
$223K
|
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
5+ 0.02% |
$386 - $427
|
32.5K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.1% |
$386 - $427
|
4.95K
$269K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.64% |
$386 - $427
|
781
$42.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$309 - $342
|
2.04K
$111K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$309 - $342
|
2.66K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
4+ 26.67% |
$309 - $342
|
19
$1.03K
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
4+ 0.03% |
$309 - $342
|
13K
$706K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.16% |
$309 - $342
|
2.55K
$139K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.28% |
$231 - $256
|
1.07K
$58.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$231 - $256
|
3.39K
$184K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.08% |
$231 - $256
|
3.75K
$204K
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3+ 0.05% |
$231 - $256
|
5.85K
$318K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$231 - $256
|
3
$163
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.42% |
$154 - $171
|
483
$26.3K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$154 - $171
|
5.03K
$274K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.03% |
$154 - $171
|
197
$10.7K
|