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 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.29% |
$440 - $530
|
2.08K
$111K
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$440 - $530
|
5.1K
$273K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 1.9% |
$440 - $530
|
322
$17.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.13% |
$440 - $530
|
4.78K
$256K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$367 - $442
|
2.67K
$143K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$367 - $442
|
3.2K
$171K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.19% |
$367 - $442
|
2.7K
$145K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.64% |
$367 - $442
|
786
$42.1K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.2% |
$367 - $442
|
2.56K
$137K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4+ 0.05% |
$294 - $354
|
7.32K
$392K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.95% |
$220 - $265
|
320
$17.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$220 - $265
|
7.2K
$386K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.04% |
$220 - $265
|
8.25K
$442K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.99% |
$220 - $265
|
305
$16.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.01% |
$220 - $265
|
20K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3+ 0.12% |
$220 - $265
|
2.52K
$135K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
2+ 0.03% |
$147 - $177
|
6.73K
$360K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.41% |
$147 - $177
|
485
$26K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.19% |
$147 - $177
|
1.04K
$55.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.32% |
$147 - $177
|
629
$33.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$147 - $177
|
2
$107
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2+ 0.04% |
$147 - $177
|
4.79K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.08% |
$147 - $177
|
2.53K
$136K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.06% |
$147 - $177
|
3.6K
$193K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.94% |
$147 - $177
|
215
$11.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.12% |
$73.4 - $88.4
|
844
$45.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.2% |
$73.4 - $88.4
|
511
$27.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.07% |
$73.4 - $88.4
|
1.34K
$71.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$73.4 - $88.4
|
7.21K
$386K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.24% |
$73.4 - $88.4
|
420
$22.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.51% |
$73.4 - $88.4
|
198
$10.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.4% |
$73.4 - $88.4
|
253
$13.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.99% |
$147 - $177
|
201
$10.8K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.14% |
$147 - $177
|
1.41K
$75.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 0.14% |
$220 - $265
|
2.21K
$118K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.08% |
$220 - $265
|
3.76K
$201K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 0.79% |
$294 - $354
|
501
$26.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4- 0.15% |
$294 - $354
|
2.73K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5- 0.02% |
$367 - $442
|
22.2K
$1.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 1.67% |
$661 - $795
|
530
$28.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-9- 0.09% |
$661 - $795
|
9.65K
$517K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-10- 1.74% |
$734 - $884
|
565
$30.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-10- 0.19% |
$734 - $884
|
5.3K
$284K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10- 0.05% |
$734 - $884
|
18.3K
$982K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-11- 0.09% |
$808 - $972
|
11.8K
$632K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-11- 0.13% |
$808 - $972
|
8.57K
$459K
|