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 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
100+ 3.6% |
$7.34K - $8.84K
|
2.88K
$154K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$7.34K - $8.84K
|
100
$5.36K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
100+ 27.78% |
$7.34K - $8.84K
|
460
$24.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
100+ 0.62% |
$7.34K - $8.84K
|
16.3K
$871K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95+ 3.86% |
$6.97K - $8.4K
|
2.56K
$137K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
94+ 0.8% |
$6.9K - $8.31K
|
11.8K
$633K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
93+ 4.02% |
$6.83K - $8.22K
|
2.41K
$129K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
90New |
$6.61K - $7.95K
|
90
$4.82K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
89+ 2.08% |
$6.53K - $7.87K
|
4.37K
$234K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
89+ 9.94% |
$6.53K - $7.87K
|
984
$52.7K
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
88+ 2.45% |
$6.46K - $7.78K
|
3.68K
$197K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
87+ 0.9% |
$6.39K - $7.69K
|
9.72K
$521K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
87+ 0.45% |
$6.39K - $7.69K
|
19.6K
$1.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
86+ 1.53% |
$6.31K - $7.6K
|
5.69K
$305K
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
85+ 0.01% |
$6.24K - $7.51K
|
828K
$44.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 12.93% |
$6.09K - $7.34K
|
725
$38.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
83+ 1.08% |
$6.09K - $7.34K
|
7.78K
$417K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 2.67% |
$5.58K - $6.72K
|
2.92K
$157K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
75+ 3.86% |
$5.51K - $6.63K
|
2.02K
$108K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
75+ 0.17% |
$5.51K - $6.63K
|
44.4K
$2.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.77% |
$5.51K - $6.63K
|
9.76K
$523K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
73+ 0.91% |
$5.36K - $6.45K
|
8.12K
$435K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 1.94% |
$5.36K - $6.45K
|
3.84K
$206K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66+ 1.3% |
$4.85K - $5.83K
|
5.13K
$275K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
65+ 1.89% |
$4.77K - $5.74K
|
3.51K
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 130.0% |
$4.77K - $5.74K
|
115
$6.16K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
64+ 1.22% |
$4.7K - $5.66K
|
5.32K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 5.61% |
$4.4K - $5.3K
|
1.13K
$60.5K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56+ 61.54% |
$4.11K - $4.95K
|
147
$7.88K
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
53+ 2.06% |
$3.89K - $4.68K
|
2.63K
$141K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
51+ 0.19% |
$3.74K - $4.51K
|
26.7K
$1.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
50New |
$3.67K - $4.42K
|
50
$2.68K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
49+ 11.06% |
$3.6K - $4.33K
|
492
$26.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
47+ 0.59% |
$3.45K - $4.15K
|
8.05K
$432K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
47+ 0.59% |
$3.45K - $4.15K
|
8.05K
$432K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
45+ 0.94% |
$3.3K - $3.98K
|
4.81K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
45+ 0.24% |
$3.3K - $3.98K
|
18.8K
$1.01M
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
45+ 0.1% |
$3.3K - $3.98K
|
46.8K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
44+ 0.89% |
$3.23K - $3.89K
|
5K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
44+ 0.59% |
$3.23K - $3.89K
|
7.56K
$405K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
43+ 1.83% |
$3.16K - $3.8K
|
2.39K
$128K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
43+ 1.71% |
$3.16K - $3.8K
|
2.56K
$137K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
42+ 0.72% |
$3.08K - $3.71K
|
5.91K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
42+ 0.42% |
$3.08K - $3.71K
|
9.98K
$535K
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
41+ 0.21% |
$3.01K - $3.62K
|
19.3K
$1.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
41+ 15.13% |
$3.01K - $3.62K
|
312
$16.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
40+ 0.27% |
$2.94K - $3.54K
|
14.6K
$784K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
39+ 0.59% |
$2.86K - $3.45K
|
6.68K
$358K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
38+ 0.74% |
$2.79K - $3.36K
|
5.19K
$278K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
38New |
$2.79K - $3.36K
|
38
$2.04K
|