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 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.32K+ 75.1% |
$411K - $455K
|
12.4K
$675K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.28K+ 2.46% |
$408K - $451K
|
220K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.07K+ 6.3% |
$391K - $433K
|
85.5K
$4.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 16.13% |
$386K - $427K
|
36K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.93KNew |
$380K - $421K
|
4.93K
$268K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.93K+ 6.06% |
$380K - $421K
|
86.2K
$4.69M
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.85KNew |
$374K - $415K
|
4.85K
$264K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.82K+ 1.24% |
$372K - $412K
|
393K
$21.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
4.8KNew |
$370K - $410K
|
4.8K
$261K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.76K+ 5.3% |
$367K - $407K
|
94.6K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$363K - $402K
|
4.7K
$256K
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
4.68K+ 11.8% |
$361K - $399K
|
44.3K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.61K+ 2.66% |
$356K - $394K
|
178K
$9.66M
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
4.61K+ 19.37% |
$355K - $393K
|
28.4K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.58K+ 6.71% |
$353K - $391K
|
72.7K
$3.96M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.56K+ 46.55% |
$351K - $389K
|
14.3K
$780K
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.46KNew |
$344K - $381K
|
4.46K
$243K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.45K+ 24.46% |
$343K - $380K
|
22.6K
$1.23M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
4.35K+ 13.7% |
$336K - $372K
|
36.1K
$1.96M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.35K+ 4.38% |
$335K - $371K
|
104K
$5.63M
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.34K+ 0.91% |
$334K - $370K
|
479K
$26.1M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.33KNew |
$334K - $370K
|
4.33K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.19K+ 2.37% |
$324K - $358K
|
181K
$9.83M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
4.16KNew |
$321K - $355K
|
4.16K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
4.1K+ 11.89% |
$316K - $350K
|
38.6K
$2.1M
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.1K+ 0.87% |
$316K - $350K
|
477K
$25.9M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.07K+ 110.21% |
$314K - $348K
|
7.76K
$422K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.07K+ 110.21% |
$314K - $348K
|
7.76K
$422K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.03K+ 12.52% |
$311K - $345K
|
36.2K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
4.03K+ 0.2% |
$311K - $344K
|
2.01M
$109M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.99K+ 5.73% |
$308K - $341K
|
73.7K
$4.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.92K+ 41.7% |
$302K - $335K
|
13.3K
$724K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.91K+ 11.95% |
$302K - $334K
|
36.6K
$1.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.9K+ 13.09% |
$301K - $333K
|
33.6K
$1.83M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.86KNew |
$297K - $329K
|
3.86K
$210K
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.85KNew |
$297K - $329K
|
3.85K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.8KNew |
$293K - $325K
|
3.8K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.72K+ 57.55% |
$287K - $318K
|
10.2K
$554K
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.71K+ 8.8% |
$286K - $317K
|
45.8K
$2.49M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.64KNew |
$281K - $311K
|
3.64K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.64K+ 2.04% |
$281K - $311K
|
182K
$9.92M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.62K+ 24.3% |
$280K - $310K
|
18.5K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.62K+ 2.42% |
$279K - $309K
|
154K
$8.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
3.61KNew |
$278K - $308K
|
3.61K
$196K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.6KNew |
$278K - $307K
|
3.6K
$196K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.59KNew |
$277K - $307K
|
3.59K
$195K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.57K+ 23.8% |
$275K - $305K
|
18.6K
$1.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.53K+ 23.34% |
$272K - $301K
|
18.6K
$1.01M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3.48K+ 9.2% |
$268K - $297K
|
41.3K
$2.24M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.46K+ 33.26% |
$267K - $296K
|
13.9K
$754K
|