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
|
Hall Capital Management CO Inc
|
SELL
|
- |
-100- 0.57% |
$7.72K - $8.54K
|
17.4K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 3.87% |
$7.72K - $8.54K
|
2.49K
$143K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-104- 2.44% |
$8.02K - $8.88K
|
4.15K
$240K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-105- 4.79% |
$8.1K - $8.97K
|
2.09K
$120K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-107- 1.63% |
$8.26K - $9.14K
|
6.45K
$372K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-107- 0.62% |
$8.26K - $9.14K
|
17.2K
$992K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-107- 1.15% |
$8.26K - $9.14K
|
9.2K
$531K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-109- 3.87% |
$8.41K - $9.31K
|
2.71K
$156K
|
|
|
Apr 12, 2022
Q1 2022
|
Fruth Investment Management
|
SELL
|
- |
-110- 1.07% |
$8.49K - $9.4K
|
10.2K
$587K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-114- 3.91% |
$8.8K - $9.74K
|
2.8K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-115- 1.23% |
$8.87K - $9.82K
|
9.23K
$533K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-116Closed |
$8.95K - $9.91K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 15.42% |
$9.03K - $10K
|
642
$37K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-119- 0.59% |
$9.18K - $10.2K
|
20.1K
$1.16M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-120- 1.1% |
$9.26K - $10.3K
|
10.7K
$620K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-125Closed |
$9.65K - $10.7K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-125- 2.44% |
$9.65K - $10.7K
|
4.99K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-127Closed |
$9.8K - $10.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-130- 21.0% |
$10K - $11.1K
|
489
$28.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-130- 0.33% |
$10K - $11.1K
|
39.2K
$2.26M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-131- 3.94% |
$10.1K - $11.2K
|
3.19K
$184K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-133- 54.73% |
$10.3K - $11.4K
|
110
$6.35K
|
|
|
Apr 28, 2022
Q1 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-141- 0.18% |
$10.9K - $12K
|
76.6K
$4.42M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-144- 4.62% |
$11.1K - $12.3K
|
2.98K
$172K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-147- 0.77% |
$11.3K - $12.6K
|
18.9K
$1.09M
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 2.36% |
$11.6K - $12.8K
|
6.22K
$359K
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-150- 4.23% |
$11.6K - $12.8K
|
3.4K
$196K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-150- 4.54% |
$11.6K - $12.8K
|
3.15K
$182K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-152Closed |
$11.7K - $13K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-152- 26.62% |
$11.7K - $13K
|
419
$24.2K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-154- 22.22% |
$11.9K - $13.2K
|
539
$31.1K
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-159- 1.62% |
$12.3K - $13.6K
|
9.66K
$558K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-160- 6.08% |
$12.3K - $13.7K
|
2.47K
$143K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-160- 0.87% |
$12.3K - $13.7K
|
18.3K
$1.06M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-162- 12.32% |
$12.5K - $13.8K
|
1.15K
$66.5K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-165- 1.77% |
$12.7K - $14.1K
|
9.18K
$530K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-170- 0.29% |
$13.1K - $14.5K
|
59.3K
$3.42M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-171- 14.17% |
$13.2K - $14.6K
|
1.04K
$59.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-172- 0.68% |
$13.3K - $14.7K
|
25.2K
$1.45M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-175- 3.89% |
$13.5K - $15K
|
4.33K
$250K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-177- 1.15% |
$13.7K - $15.1K
|
15.3K
$881K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-177- 3.53% |
$13.7K - $15.1K
|
4.84K
$279K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-179- 2.65% |
$13.8K - $15.3K
|
6.57K
$379K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-179- 6.71% |
$13.8K - $15.3K
|
2.49K
$144K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-180Closed |
$13.9K - $15.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-183- 0.76% |
$14.1K - $15.6K
|
23.8K
$1.37M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-189- 5.65% |
$14.6K - $16.1K
|
3.16K
$182K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-190- 16.95% |
$14.7K - $16.2K
|
931
$53.7K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-192- 5.15% |
$14.8K - $16.4K
|
3.54K
$204K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-197- 7.26% |
$15.2K - $16.8K
|
2.52K
$145K
|