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 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-558- 4.16% |
$43.1K - $47.7K
|
12.8K
$699K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-562- 3.7% |
$43.4K - $48K
|
14.6K
$794K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-563- 3.93% |
$43.4K - $48.1K
|
13.8K
$749K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-571- 0.32% |
$44.1K - $48.8K
|
180K
$9.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-572- 19.3% |
$44.1K - $48.9K
|
2.39K
$130K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-578- 4.77% |
$44.6K - $49.4K
|
11.5K
$628K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-578- 4.23% |
$44.6K - $49.4K
|
13.1K
$712K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-584- 12.21% |
$45.1K - $49.9K
|
4.2K
$228K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-584- 56.86% |
$45.1K - $49.9K
|
443
$24.1K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-588- 3.62% |
$45.4K - $50.2K
|
15.6K
$850K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-590- 9.05% |
$45.5K - $50.4K
|
5.93K
$322K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-591- 11.62% |
$45.6K - $50.5K
|
4.49K
$244K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-592- 3.45% |
$45.7K - $50.6K
|
16.6K
$901K
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-599- 16.74% |
$46.2K - $51.2K
|
2.98K
$162K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-600- 20.86% |
$46.3K - $51.3K
|
2.28K
$124K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-600- 2.79% |
$46.3K - $51.3K
|
20.9K
$1.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-618- 10.44% |
$47.7K - $52.8K
|
5.3K
$288K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-631- 9.69% |
$48.7K - $53.9K
|
5.88K
$320K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-663- 7.03% |
$51.2K - $56.6K
|
8.77K
$477K
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-663- 0.86% |
$51.2K - $56.6K
|
76.1K
$4.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-664- 2.18% |
$51.2K - $56.7K
|
29.8K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-669- 3.92% |
$51.6K - $57.2K
|
16.4K
$891K
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-675- 18.55% |
$52.1K - $57.7K
|
2.96K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-675- 18.55% |
$52.1K - $57.7K
|
2.96K
$161K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-689- 15.61% |
$53.2K - $58.9K
|
3.72K
$203K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-693- 81.05% |
$53.5K - $59.2K
|
162
$8.81K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-693- 81.05% |
$53.5K - $59.2K
|
162
$8.81K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-705- 15.73% |
$54.4K - $60.2K
|
3.78K
$205K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-715- 4.33% |
$55.2K - $61.1K
|
15.8K
$859K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-718- 11.4% |
$55.4K - $61.3K
|
5.58K
$303K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-722- 1.14% |
$55.7K - $61.7K
|
62.8K
$3.41M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-732- 1.78% |
$56.5K - $62.5K
|
40.4K
$2.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-750- 33.89% |
$57.9K - $64.1K
|
1.46K
$79.6K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-750- 16.58% |
$57.9K - $64.1K
|
3.77K
$205K
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-750- 15.62% |
$57.9K - $64.1K
|
4.05K
$220K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-758Closed |
$58.5K - $64.8K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-758- 41.11% |
$58.5K - $64.8K
|
1.09K
$59.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-764- 2.45% |
$59K - $65.3K
|
30.4K
$1.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-769- 19.75% |
$59.3K - $65.7K
|
3.13K
$170K
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-771- 2.31% |
$59.5K - $65.9K
|
32.6K
$1.77M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-774- 0.96% |
$59.7K - $66.1K
|
80K
$4.35M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-779- 1.24% |
$60.1K - $66.5K
|
62.3K
$3.39M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-781- 5.78% |
$60.3K - $66.7K
|
12.7K
$692K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-794- 22.12% |
$61.3K - $67.8K
|
2.8K
$152K
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-795- 0.09% |
$61.3K - $67.9K
|
921K
$50.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-797- 1.7% |
$61.5K - $68.1K
|
46.2K
$2.51M
|
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-800- 2.22% |
$61.7K - $68.3K
|
35.2K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-818- 4.25% |
$63.1K - $69.9K
|
18.4K
$1M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-823Closed |
$63.5K - $70.3K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-863- 24.68% |
$66.6K - $73.7K
|
2.63K
$143K
|