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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
351+ 1.86% |
$25.8K - $31K
|
19.2K
$1.01M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
351+ 1755.0% |
$25.8K - $31K
|
371
$19.5K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
345+ 7.0% |
$25.3K - $30.5K
|
5.27K
$277K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
345+ 6.78% |
$25.3K - $30.5K
|
5.43K
$286K
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
341+ 1.86% |
$25K - $30.1K
|
18.6K
$981K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
334+ 2.16% |
$24.5K - $29.5K
|
15.8K
$832K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
326+ 0.63% |
$23.9K - $28.8K
|
52.1K
$2.74M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
326+ 1.47% |
$23.9K - $28.8K
|
22.4K
$1.18M
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
321+ 1.15% |
$23.6K - $28.4K
|
28.2K
$1.49M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
320+ 7.69% |
$23.5K - $28.3K
|
4.48K
$236K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
319+ 2.0% |
$23.4K - $28.2K
|
16.3K
$855K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
313+ 2.24% |
$23K - $27.7K
|
14.3K
$752K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
312+ 1.97% |
$22.9K - $27.6K
|
16.1K
$848K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
310+ 10.03% |
$22.8K - $27.4K
|
3.4K
$179K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
305+ 3.13% |
$22.4K - $27K
|
10.1K
$530K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
300+ 2.59% |
$22K - $26.5K
|
11.9K
$626K
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.59% |
$22K - $26.5K
|
51.4K
$2.71M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300+ 3.27% |
$22K - $26.5K
|
9.48K
$499K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
299+ 2.16% |
$21.9K - $26.4K
|
14.1K
$744K
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
291+ 0.63% |
$21.4K - $25.7K
|
46.4K
$2.44M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
287+ 24.64% |
$21.1K - $25.4K
|
1.45K
$76.4K
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
286+ 3.17% |
$21K - $25.3K
|
9.3K
$489K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
284+ 3.24% |
$20.8K - $25.1K
|
9.06K
$477K
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
283+ 3.98% |
$20.8K - $25K
|
7.39K
$389K
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
283+ 4.15% |
$20.8K - $25K
|
7.1K
$374K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
277+ 1.84% |
$20.3K - $24.5K
|
15.3K
$808K
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
262+ 8.7% |
$19.2K - $23.2K
|
3.28K
$172K
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
260+ 8.77% |
$19.1K - $23K
|
3.22K
$170K
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
260+ 8.77% |
$19.1K - $23K
|
3.22K
$170K
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
256+ 2.95% |
$18.8K - $22.6K
|
8.94K
$471K
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
250+ 10.42% |
$18.4K - $22.1K
|
2.65K
$139K
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
247+ 9.72% |
$18.1K - $21.8K
|
2.79K
$147K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
247+ 30.23% |
$18.1K - $21.8K
|
1.06K
$56K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
245+ 1.39% |
$18K - $21.7K
|
17.8K
$937K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
240+ 8.85% |
$17.6K - $21.2K
|
2.95K
$155K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
238+ 7.75% |
$17.5K - $21K
|
3.31K
$174K
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
237+ 1.75% |
$17.4K - $20.9K
|
13.8K
$727K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
235+ 0.9% |
$17.3K - $20.8K
|
26.3K
$1.39M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
235+ 1.76% |
$17.3K - $20.8K
|
13.6K
$715K
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
233+ 4.43% |
$17.1K - $20.6K
|
5.49K
$289K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
229+ 8.17% |
$16.8K - $20.2K
|
3.03K
$160K
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
221+ 0.99% |
$16.2K - $19.5K
|
22.6K
$1.19M
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
218New |
$16K - $19.3K
|
218
$11.5K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
213+ 3.6% |
$15.6K - $18.8K
|
6.14K
$323K
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
212+ 4.0% |
$15.6K - $18.7K
|
5.51K
$290K
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
209+ 8.66% |
$15.3K - $18.5K
|
2.62K
$138K
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
200+ 3.56% |
$14.7K - $17.7K
|
5.82K
$306K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200+ 5.42% |
$14.7K - $17.7K
|
3.89K
$205K
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
194+ 1.17% |
$14.2K - $17.1K
|
16.8K
$882K
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
186+ 0.29% |
$13.7K - $16.4K
|
63.9K
$3.36M
|