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 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11- 0.39% |
$808 - $972
|
2.78K
$149K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12- 0.31% |
$881 - $1.06K
|
3.88K
$208K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12- 0.36% |
$881 - $1.06K
|
3.31K
$177K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-13- 0.24% |
$954 - $1.15K
|
5.45K
$292K
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-14- 0.16% |
$1.03K - $1.24K
|
8.7K
$466K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-14- 38.89% |
$1.03K - $1.24K
|
22
$1.18K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15- 0.08% |
$1.1K - $1.33K
|
18.3K
$979K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 1.3% |
$1.1K - $1.33K
|
1.14K
$61K
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-17- 0.09% |
$1.25K - $1.5K
|
18.6K
$997K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-17Closed |
$1.25K - $1.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17- 0.09% |
$1.25K - $1.5K
|
18K
$963K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-17- 20.0% |
$1.25K - $1.5K
|
68
$3.64K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-17- 0.14% |
$1.25K - $1.5K
|
12.4K
$666K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 1.66% |
$1.32K - $1.59K
|
1.07K
$57.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.05% |
$1.47K - $1.77K
|
36.6K
$1.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-25- 0.13% |
$1.84K - $2.21K
|
19.8K
$1.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 2.93% |
$1.84K - $2.21K
|
828
$44.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-25- 1.23% |
$1.84K - $2.21K
|
2.01K
$108K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-26- 0.77% |
$1.91K - $2.3K
|
3.36K
$180K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 0.09% |
$1.91K - $2.3K
|
29.6K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-26- 0.21% |
$1.91K - $2.3K
|
12.4K
$663K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-27- 0.81% |
$1.98K - $2.39K
|
3.29K
$176K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-28- 0.41% |
$2.06K - $2.47K
|
6.82K
$365K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 3.98% |
$2.06K - $2.47K
|
676
$36.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-30- 1.03% |
$2.2K - $2.65K
|
2.88K
$155K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$2.28K - $2.74K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-33- 1.32% |
$2.42K - $2.92K
|
2.46K
$132K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35- 0.5% |
$2.57K - $3.09K
|
6.9K
$370K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-36- 1.11% |
$2.64K - $3.18K
|
3.21K
$172K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-37- 0.69% |
$2.72K - $3.27K
|
5.35K
$287K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-40- 0.84% |
$2.94K - $3.54K
|
4.71K
$252K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-40- 0.83% |
$2.94K - $3.54K
|
4.78K
$256K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-41- 1.54% |
$3.01K - $3.62K
|
2.62K
$140K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-42- 18.42% |
$3.08K - $3.71K
|
186
$9.97K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-44- 0.63% |
$3.23K - $3.89K
|
6.99K
$375K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-44- 1.17% |
$3.23K - $3.89K
|
3.72K
$199K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$3.3K - $3.98K
|
5.13K
$275K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-45- 0.7% |
$3.3K - $3.98K
|
6.34K
$340K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-46- 0.85% |
$3.38K - $4.07K
|
5.35K
$287K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-47- 0.44% |
$3.45K - $4.15K
|
10.7K
$573K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-47- 0.8% |
$3.45K - $4.15K
|
5.8K
$311K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-48- 0.13% |
$3.52K - $4.24K
|
36.2K
$1.94M
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-48- 21.72% |
$3.52K - $4.24K
|
173
$9.27K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-50- 1.23% |
$3.67K - $4.42K
|
4.03K
$216K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-51- 1.29% |
$3.74K - $4.51K
|
3.91K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-52Closed |
$3.82K - $4.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-54- 0.94% |
$3.96K - $4.77K
|
5.69K
$305K
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-58- 0.42% |
$4.26K - $5.13K
|
13.9K
$746K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-59- 2.0% |
$4.33K - $5.21K
|
2.89K
$155K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-59- 0.51% |
$4.33K - $5.21K
|
11.4K
$612K
|