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 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
3.45KNew |
$266K - $294K
|
3.45K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.44K+ 47.17% |
$265K - $294K
|
10.7K
$583K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
3.27K+ 27.39% |
$252K - $279K
|
15.2K
$827K
|
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.18KNew |
$245K - $271K
|
3.18K
$173K
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
3.16K+ 69.1% |
$244K - $270K
|
7.73K
$420K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.15K+ 9.37% |
$243K - $269K
|
36.8K
$2M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
3.14KNew |
$242K - $268K
|
3.14K
$171K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.14K+ 6.47% |
$242K - $268K
|
51.6K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.13K+ 34.37% |
$241K - $267K
|
12.2K
$665K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.09KNew |
$239K - $264K
|
3.09K
$168K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.09K+ 36.26% |
$238K - $264K
|
11.6K
$631K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.08K+ 106.5% |
$238K - $263K
|
5.97K
$325K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.07KNew |
$237K - $263K
|
3.07K
$167K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.07KNew |
$237K - $262K
|
3.07K
$167K
|
|
|
May 04, 2022
Q1 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
3K+ 8.11% |
$231K - $256K
|
40K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$231K - $256K
|
3K
$163K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.98K+ 13.63% |
$230K - $255K
|
24.9K
$1.35M
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
2.93K+ 3.06% |
$226K - $250K
|
98.5K
$5.36M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 3.04% |
$226K - $250K
|
99.2K
$5.39M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
2.9K+ 3.09% |
$224K - $248K
|
96.7K
$5.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.87K+ 20.88% |
$222K - $245K
|
16.6K
$904K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.84K+ 40.95% |
$219K - $243K
|
9.78K
$532K
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.83K+ 8.13% |
$219K - $242K
|
37.7K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.83K+ 28.38% |
$219K - $242K
|
12.8K
$697K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.83KNew |
$218K - $242K
|
2.83K
$154K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.82K+ 3.1% |
$217K - $241K
|
93.7K
$5.1M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.81KNew |
$217K - $240K
|
2.81K
$153K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$152K
|
|
|
May 16, 2022
Q1 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$152K
|
|
|
May 16, 2022
Q1 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$152K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.78K+ 49.56% |
$215K - $238K
|
8.4K
$457K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.78K+ 33.7% |
$215K - $238K
|
11K
$600K
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.77K+ 0.36% |
$214K - $237K
|
766K
$41.6M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.75K+ 7.23% |
$212K - $235K
|
40.9K
$2.22M
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.75K+ 2.19% |
$212K - $235K
|
128K
$6.96M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.72KNew |
$210K - $232K
|
2.72K
$148K
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.71KNew |
$209K - $231K
|
2.71K
$147K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.67K+ 12.59% |
$206K - $228K
|
23.9K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.67KNew |
$206K - $228K
|
2.67K
$145K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.66K+ 8.67% |
$205K - $227K
|
33.3K
$1.81M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.66K+ 38.12% |
$205K - $227K
|
9.63K
$524K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.65K+ 115.39% |
$205K - $227K
|
4.95K
$269K
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.65KNew |
$204K - $226K
|
2.65K
$144K
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
2.64KNew |
$204K - $226K
|
2.64K
$144K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.63KNew |
$203K - $225K
|
2.63K
$143K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.63KNew |
$203K - $225K
|
2.63K
$143K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.62KNew |
$202K - $223K
|
2.62K
$142K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.62K+ 5.1% |
$202K - $223K
|
53.9K
$2.93M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.62K+ 40.96% |
$202K - $223K
|
9K
$489K
|