Purchases and Sales Made in Q2 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
584+ 31.55% |
$42.9K - $51.6K
|
2.44K
$130K
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
583+ 4.32% |
$42.8K - $51.5K
|
14.1K
$754K
|
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
581+ 0.49% |
$42.7K - $51.3K
|
119K
$6.39M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
568+ 6.23% |
$41.7K - $50.2K
|
9.69K
$519K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
564+ 49.82% |
$41.4K - $49.8K
|
1.7K
$90.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
557+ 14.86% |
$40.9K - $49.2K
|
4.31K
$231K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
537+ 20.66% |
$39.4K - $47.5K
|
3.14K
$168K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
528+ 10.78% |
$38.8K - $46.7K
|
5.43K
$291K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
523+ 8.97% |
$38.4K - $46.2K
|
6.35K
$340K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
522+ 13.37% |
$38.3K - $46.1K
|
4.43K
$237K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
517+ 7.45% |
$38K - $45.7K
|
7.46K
$400K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
511+ 4.47% |
$37.5K - $45.2K
|
11.9K
$640K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
505+ 6.85% |
$37.1K - $44.6K
|
7.88K
$422K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
501+ 7.33% |
$36.8K - $44.3K
|
7.33K
$393K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$36.7K - $44.2K
|
500
$26.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
500+ 8.56% |
$36.7K - $44.2K
|
6.34K
$340K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
497+ 6.8% |
$36.5K - $43.9K
|
7.81K
$418K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
496+ 5.52% |
$36.4K - $43.8K
|
9.49K
$509K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
492+ 17.3% |
$36.1K - $43.5K
|
3.34K
$179K
|
|
|
Jul 12, 2022
Q2 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
487+ 1.37% |
$35.8K - $43K
|
36K
$1.93M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
482+ 10.51% |
$35.4K - $42.6K
|
5.07K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
481+ 19.97% |
$35.3K - $42.5K
|
2.89K
$155K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
481+ 19.97% |
$35.3K - $42.5K
|
2.89K
$155K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
475+ 9.95% |
$34.9K - $42K
|
5.25K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
469+ 4.94% |
$34.4K - $41.5K
|
9.97K
$534K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
456+ 7.69% |
$33.5K - $40.3K
|
6.38K
$342K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
454+ 2.77% |
$33.3K - $40.1K
|
16.9K
$904K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
443+ 11.11% |
$32.5K - $39.2K
|
4.43K
$237K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
441+ 19.57% |
$32.4K - $39K
|
2.7K
$144K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
440+ 9.32% |
$32.3K - $38.9K
|
5.16K
$276K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
438+ 2.95% |
$32.2K - $38.7K
|
15.3K
$818K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
438+ 1.32% |
$32.2K - $38.7K
|
33.5K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
433+ 2.42% |
$31.8K - $38.3K
|
18.4K
$984K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
433+ 14.97% |
$31.8K - $38.3K
|
3.33K
$178K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
427+ 3.87% |
$31.3K - $37.7K
|
11.5K
$615K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
422+ 1.73% |
$31K - $37.3K
|
24.8K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
413+ 2.04% |
$30.3K - $36.5K
|
20.7K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
411New |
$30.2K - $36.3K
|
411
$22K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
410+ 1.89% |
$30.1K - $36.2K
|
22.1K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
402+ 15.21% |
$29.5K - $35.5K
|
3.05K
$163K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
380+ 1.9% |
$27.9K - $33.6K
|
20.4K
$1.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
378+ 9.09% |
$27.7K - $33.4K
|
4.54K
$243K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
378+ 1.71% |
$27.7K - $33.4K
|
22.5K
$1.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
375+ 8.7% |
$27.5K - $33.1K
|
4.68K
$251K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
374+ 2.78% |
$27.5K - $33.1K
|
13.8K
$741K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
373+ 1.64% |
$27.4K - $33K
|
23.1K
$1.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
BUY
|
- |
359+ 1.39% |
$26.4K - $31.7K
|
26.1K
$1.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
359+ 1.69% |
$26.4K - $31.7K
|
21.6K
$1.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
355+ 0.96% |
$26.1K - $31.4K
|
37.2K
$1.99M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
355+ 13.05% |
$26.1K - $31.4K
|
3.08K
$165K
|