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 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1+ 0.02% |
$77.2 - $85.4
|
4.84K
$280K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.47% |
$77.2 - $85.4
|
213
$12.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$77.2 - $85.4
|
12.4K
$716K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$154 - $171
|
16.6K
$957K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.52% |
$231 - $256
|
575
$33.2K
|
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3- 0.01% |
$231 - $256
|
30.6K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.12% |
$231 - $256
|
2.41K
$139K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3- 0.06% |
$231 - $256
|
4.93K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4- 0.07% |
$309 - $342
|
5.85K
$337K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-5- 0.13% |
$386 - $427
|
3.77K
$218K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5- 0.06% |
$386 - $427
|
8.58K
$495K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$386 - $427
|
2.94K
$170K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 2.4% |
$386 - $427
|
203
$11.7K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 0.05% |
$386 - $427
|
10.4K
$601K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6- 0.07% |
$463 - $513
|
8.69K
$501K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-6- 0.14% |
$463 - $513
|
4.26K
$246K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-9- 0.86% |
$694 - $769
|
1.03K
$59.7K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.31% |
$694 - $769
|
2.94K
$170K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-10- 0.05% |
$772 - $854
|
19.5K
$1.12M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 1.53% |
$772 - $854
|
643
$37.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10- 0.34% |
$772 - $854
|
2.95K
$170K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11- 0.38% |
$849 - $940
|
2.91K
$168K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-12- 0.66% |
$926 - $1.03K
|
1.8K
$104K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 2.3% |
$926 - $1.03K
|
510
$29.4K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13- 0.25% |
$1K - $1.11K
|
5.26K
$303K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.13% |
$1.16K - $1.28K
|
11.8K
$681K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-15- 0.13% |
$1.16K - $1.28K
|
11.1K
$641K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15- 0.07% |
$1.16K - $1.28K
|
22.4K
$1.29M
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16- 0.6% |
$1.23K - $1.37K
|
2.66K
$153K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-16- 0.56% |
$1.23K - $1.37K
|
2.85K
$164K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-16- 44.44% |
$1.23K - $1.37K
|
20
$1.15K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-17- 0.33% |
$1.31K - $1.45K
|
5.13K
$296K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18- 0.46% |
$1.39K - $1.54K
|
3.89K
$225K
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
SELL
|
- |
-19- 0.42% |
$1.47K - $1.62K
|
4.55K
$263K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.85K - $2.05K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-25- 0.58% |
$1.93K - $2.14K
|
4.25K
$245K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-27- 0.95% |
$2.08K - $2.31K
|
2.8K
$162K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-30- 0.61% |
$2.31K - $2.56K
|
4.87K
$281K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 3.1% |
$2.47K - $2.73K
|
1K
$57.7K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-35- 0.9% |
$2.7K - $2.99K
|
3.86K
$223K
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-35- 0.81% |
$2.7K - $2.99K
|
4.3K
$248K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-36- 0.17% |
$2.78K - $3.08K
|
20.5K
$1.19M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-37- 0.21% |
$2.85K - $3.16K
|
17.2K
$995K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-37- 0.68% |
$2.85K - $3.16K
|
5.39K
$311K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.39% |
$2.93K - $3.25K
|
9.65K
$557K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-39- 1.28% |
$3.01K - $3.33K
|
3K
$173K
|