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 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-39- 1.28% |
$3.01K - $3.33K
|
3K
$163K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 10.6% |
$3.01K - $3.33K
|
329
$17.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-40- 2.49% |
$3.09K - $3.42K
|
1.57K
$85.2K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.93% |
$3.09K - $3.42K
|
4.26K
$232K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-42- 1.66% |
$3.24K - $3.59K
|
2.49K
$136K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-43Closed |
$3.32K - $3.67K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-44- 1.3% |
$3.4K - $3.76K
|
3.35K
$182K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-47Closed |
$3.63K - $4.02K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 0.62% |
$3.7K - $4.1K
|
7.74K
$421K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-48Closed |
$3.7K - $4.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-48Closed |
$3.7K - $4.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-48- 1.62% |
$3.7K - $4.1K
|
2.92K
$159K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-50- 0.24% |
$3.86K - $4.27K
|
21K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.27% |
$3.86K - $4.27K
|
18.3K
$995K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.21% |
$3.86K - $4.27K
|
24.1K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-50- 0.88% |
$3.86K - $4.27K
|
5.6K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 1.0% |
$3.86K - $4.27K
|
4.95K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-50- 4.81% |
$3.86K - $4.27K
|
989
$53.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-51- 0.56% |
$3.94K - $4.36K
|
9.03K
$491K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-52- 0.47% |
$4.01K - $4.44K
|
11.1K
$602K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-54- 0.39% |
$4.17K - $4.61K
|
13.8K
$753K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-54- 1.42% |
$4.17K - $4.61K
|
3.75K
$204K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-57- 0.42% |
$4.4K - $4.87K
|
13.5K
$732K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-57- 1.07% |
$4.4K - $4.87K
|
5.29K
$288K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-59Closed |
$4.55K - $5.04K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-59- 54.13% |
$4.55K - $5.04K
|
50
$2.72K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-60Closed |
$4.63K - $5.13K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-61- 0.88% |
$4.71K - $5.21K
|
6.89K
$375K
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-61- 2.3% |
$4.71K - $5.21K
|
2.6K
$141K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-61Closed |
$4.71K - $5.21K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-63- 0.58% |
$4.86K - $5.38K
|
10.7K
$584K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-63- 4.1% |
$4.86K - $5.38K
|
1.48K
$80.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-66- 0.15% |
$5.09K - $5.64K
|
43.6K
$2.37M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-66- 0.22% |
$5.09K - $5.64K
|
29.8K
$1.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-70- 0.32% |
$5.4K - $5.98K
|
22K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-71- 0.6% |
$5.48K - $6.07K
|
11.8K
$640K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-73- 2.04% |
$5.63K - $6.24K
|
3.5K
$190K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-75- 1.35% |
$5.79K - $6.41K
|
5.46K
$297K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-76- 2.29% |
$5.86K - $6.49K
|
3.25K
$176K
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-79- 2.01% |
$6.1K - $6.75K
|
3.85K
$209K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-79- 2.81% |
$6.1K - $6.75K
|
2.73K
$149K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-80- 2.55% |
$6.17K - $6.83K
|
3.06K
$166K
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-85- 2.22% |
$6.56K - $7.26K
|
3.75K
$204K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-86- 70.49% |
$6.64K - $7.35K
|
36
$1.96K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-90- 2.59% |
$6.94K - $7.69K
|
3.39K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-91- 2.02% |
$7.02K - $7.77K
|
4.41K
$240K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-95- 3.62% |
$7.33K - $8.12K
|
2.53K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-95- 2.78% |
$7.33K - $8.12K
|
3.32K
$180K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-97- 17.45% |
$7.48K - $8.29K
|
459
$25K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-98- 0.76% |
$7.56K - $8.37K
|
12.8K
$695K
|