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
|
Heritage Financial Services, LLC
|
BUY
|
- |
38New |
$2.79K - $3.36K
|
38
$2K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
37+ 0.75% |
$2.72K - $3.27K
|
4.94K
$260K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
37+ 1.49% |
$2.72K - $3.27K
|
2.51K
$132K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35+ 3.37% |
$2.57K - $3.09K
|
1.07K
$56.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
35+ 1.04% |
$2.57K - $3.09K
|
3.39K
$178K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.39% |
$2.5K - $3K
|
8.81K
$464K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34+ 4.74% |
$2.5K - $3K
|
751
$39.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
32+ 0.76% |
$2.35K - $2.83K
|
4.24K
$223K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 21.23% |
$2.28K - $2.74K
|
177
$9.32K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
30+ 0.72% |
$2.2K - $2.65K
|
4.19K
$221K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
30+ 0.78% |
$2.2K - $2.65K
|
3.89K
$205K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 0.23% |
$2.2K - $2.65K
|
12.8K
$674K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
28+ 0.65% |
$2.06K - $2.47K
|
4.37K
$230K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
28+ 0.89% |
$2.06K - $2.47K
|
3.17K
$167K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
28+ 0.07% |
$2.06K - $2.47K
|
42.4K
$2.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.26% |
$1.98K - $2.39K
|
10.3K
$541K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
27+ 0.96% |
$1.98K - $2.39K
|
2.83K
$149K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27+ 0.99% |
$1.98K - $2.39K
|
2.76K
$145K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
26+ 0.77% |
$1.91K - $2.3K
|
3.42K
$180K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 1.57% |
$1.84K - $2.21K
|
1.62K
$85K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.52% |
$1.84K - $2.21K
|
4.86K
$256K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
23+ 0.51% |
$1.69K - $2.03K
|
4.49K
$236K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 0.12% |
$1.69K - $2.03K
|
18.5K
$971K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23+ 0.31% |
$1.69K - $2.03K
|
7.33K
$386K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 0.13% |
$1.62K - $1.94K
|
17.2K
$906K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
22+ 0.66% |
$1.62K - $1.94K
|
3.37K
$178K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 5.47% |
$1.62K - $1.94K
|
424
$22.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
21+ 0.58% |
$1.54K - $1.86K
|
3.64K
$191K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 0.05% |
$1.47K - $1.77K
|
41.5K
$2.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
19+ 12.67% |
$1.39K - $1.68K
|
169
$8.89K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
18+ 0.15% |
$1.32K - $1.59K
|
11.8K
$620K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.35% |
$1.25K - $1.5K
|
4.92K
$259K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
16+ 0.06% |
$1.17K - $1.41K
|
25.2K
$1.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.92% |
$1.17K - $1.41K
|
1.75K
$92.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
15+ 78.95% |
$1.1K - $1.33K
|
34
$1.79K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.49% |
$1.1K - $1.33K
|
3.08K
$162K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14+ 0.52% |
$1.03K - $1.24K
|
2.72K
$143K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
13+ 0.05% |
$954 - $1.15K
|
24.1K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
13New |
$954 - $1.15K
|
13
$684
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
13+ 0.52% |
$954 - $1.15K
|
2.51K
$132K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 4.91% |
$954 - $1.15K
|
278
$14.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.28% |
$881 - $1.06K
|
4.29K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12New |
$881 - $1.06K
|
12
$632
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
11+ 0.43% |
$808 - $972
|
2.56K
$135K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
11+ 0.88% |
$808 - $972
|
1.27K
$66.6K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11New |
$808 - $972
|
11
$579
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$734 - $884
|
10
$526
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
10+ 0.12% |
$734 - $884
|
8.46K
$445K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9+ 12.5% |
$661 - $795
|
81
$4.26K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
9New |
$661 - $795
|
9
$474
|