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 |
---|---|---|---|---|---|---|---|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-349- 1.04% |
$26.9K - $29.8K
|
33.1K
$1.75M
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-357- 1.28% |
$27.5K - $30.5K
|
27.6K
$1.46M
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-361- 0.92% |
$27.9K - $30.8K
|
39K
$2.06M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-369- 0.71% |
$28.5K - $31.5K
|
51.8K
$2.74M
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-370- 33.48% |
$28.5K - $31.6K
|
735
$38.9K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-371- 0.04% |
$28.6K - $31.7K
|
988K
$52.3M
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-375- 2.18% |
$28.9K - $32K
|
16.9K
$892K
|
|
May 16, 2022
Q1 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-375- 0.19% |
$28.9K - $32K
|
194K
$10.3M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-380Closed |
$29.3K - $32.5K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-387- 0.65% |
$29.9K - $33.1K
|
59K
$3.12M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-394- 2.32% |
$30.4K - $33.7K
|
16.6K
$877K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-396- 8.64% |
$30.6K - $33.8K
|
4.19K
$222K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-398Closed |
$30.7K - $34K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 2.23% |
$30.9K - $34.2K
|
17.6K
$930K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-400- 13.29% |
$30.9K - $34.2K
|
2.61K
$138K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-403- 1.97% |
$31.1K - $34.4K
|
20K
$1.06M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-406- 4.58% |
$31.3K - $34.7K
|
8.45K
$447K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-410- 1.13% |
$31.6K - $35K
|
35.8K
$1.89M
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-412- 5.77% |
$31.8K - $35.2K
|
6.72K
$356K
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-412Closed |
$31.8K - $35.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-430- 1.32% |
$33.2K - $36.7K
|
32.2K
$1.71M
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-431- 3.55% |
$33.3K - $36.8K
|
11.7K
$621K
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-434- 3.81% |
$33.5K - $37.1K
|
11K
$580K
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-439- 5.82% |
$33.9K - $37.5K
|
7.1K
$376K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-439- 6.81% |
$33.9K - $37.5K
|
6.01K
$318K
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-440- 2.93% |
$34K - $37.6K
|
14.6K
$772K
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-442- 3.22% |
$34.1K - $37.8K
|
13.3K
$703K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-444- 0.68% |
$34.3K - $37.9K
|
64.6K
$3.42M
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-451- 3.98% |
$34.8K - $38.5K
|
10.9K
$577K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-455- 2.22% |
$35.1K - $38.9K
|
20K
$1.06M
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-459- 3.02% |
$35.4K - $39.2K
|
14.8K
$781K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-459- 0.89% |
$35.4K - $39.2K
|
50.9K
$2.69M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-459- 5.12% |
$35.4K - $39.2K
|
8.51K
$451K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-461- 2.97% |
$35.6K - $39.4K
|
15.1K
$798K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-466Closed |
$36K - $39.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-469- 14.68% |
$36.2K - $40.1K
|
2.73K
$144K
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-474- 1.01% |
$36.6K - $40.5K
|
46.6K
$2.47M
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-477- 0.32% |
$36.8K - $40.8K
|
148K
$7.82M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-479- 9.26% |
$37K - $40.9K
|
4.7K
$249K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-495- 15.52% |
$38.2K - $42.3K
|
2.69K
$143K
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 4.98% |
$38.6K - $42.7K
|
9.54K
$505K
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-500- 50.0% |
$38.6K - $42.7K
|
500
$26.5K
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 2.49% |
$38.6K - $42.7K
|
19.5K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-510- 1.39% |
$39.4K - $43.6K
|
36.2K
$1.92M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-513Closed |
$39.6K - $43.8K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-522- 3.81% |
$40.3K - $44.6K
|
13.2K
$699K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-523- 6.67% |
$40.4K - $44.7K
|
7.32K
$387K
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-524- 0.8% |
$40.4K - $44.8K
|
65.1K
$3.45M
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-524Closed |
$40.4K - $44.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Windward Capital Management CO
|
SELL
|
- |
-533- 1.14% |
$41.1K - $45.5K
|
46.1K
$2.44M
|