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 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-59- 1.81% |
$4.33K - $5.21K
|
3.2K
$172K
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-61- 1.93% |
$4.48K - $5.39K
|
3.1K
$166K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-63- 2.62% |
$4.62K - $5.57K
|
2.34K
$126K
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-64- 1.88% |
$4.7K - $5.66K
|
3.33K
$179K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-67- 2.53% |
$4.92K - $5.92K
|
2.58K
$138K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-69- 1.42% |
$5.07K - $6.1K
|
4.8K
$257K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-69Closed |
$5.07K - $6.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 2.7% |
$5.21K - $6.27K
|
2.56K
$137K
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-72- 1.58% |
$5.29K - $6.36K
|
4.48K
$240K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 1.3% |
$5.43K - $6.54K
|
5.63K
$302K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-75- 2.24% |
$5.51K - $6.63K
|
3.27K
$175K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-75- 0.91% |
$5.51K - $6.63K
|
8.21K
$440K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-78- 0.97% |
$5.73K - $6.89K
|
7.96K
$426K
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-78- 1.16% |
$5.73K - $6.89K
|
6.64K
$356K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 0.72% |
$5.8K - $6.98K
|
10.9K
$582K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-79Closed |
$5.8K - $6.98K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-80- 0.42% |
$5.87K - $7.07K
|
19K
$1.02M
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-82- 0.5% |
$6.02K - $7.25K
|
16.4K
$881K
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-84- 1.09% |
$6.17K - $7.42K
|
7.65K
$410K
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-85- 1.28% |
$6.24K - $7.51K
|
6.55K
$351K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-85- 0.84% |
$6.24K - $7.51K
|
10.1K
$540K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-86- 2.81% |
$6.31K - $7.6K
|
2.98K
$159K
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-87- 3.03% |
$6.39K - $7.69K
|
2.78K
$149K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-89- 1.09% |
$6.53K - $7.87K
|
8.08K
$433K
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-90- 0.09% |
$6.61K - $7.95K
|
104K
$5.55M
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-90- 0.5% |
$6.61K - $7.95K
|
18K
$967K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-92- 0.26% |
$6.75K - $8.13K
|
35.6K
$1.91M
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-98- 1.09% |
$7.19K - $8.66K
|
8.93K
$479K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-98- 2.44% |
$7.19K - $8.66K
|
3.93K
$210K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-98- 3.17% |
$7.19K - $8.66K
|
3K
$161K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-98- 0.38% |
$7.19K - $8.66K
|
25.9K
$1.39M
|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-99- 3.65% |
$7.27K - $8.75K
|
2.61K
$140K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100Closed |
$7.34K - $8.84K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.08% |
$7.34K - $8.84K
|
9.13K
$489K
|
|
Jul 27, 2022
Q2 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-100- 0.18% |
$7.34K - $8.84K
|
55.5K
$2.97M
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 0.87% |
$7.34K - $8.84K
|
11.4K
$609K
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100Closed |
$7.34K - $8.84K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 3.17% |
$7.34K - $8.84K
|
3.05K
$164K
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.51% |
$7.34K - $8.84K
|
19.3K
$1.04M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-101- 0.18% |
$7.41K - $8.93K
|
54.9K
$2.94M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-102- 3.46% |
$7.49K - $9.01K
|
2.84K
$152K
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-103- 1.12% |
$7.56K - $9.1K
|
9.07K
$486K
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-104- 0.24% |
$7.63K - $9.19K
|
43.5K
$2.33M
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-108- 0.68% |
$7.93K - $9.55K
|
15.9K
$851K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-109- 1.42% |
$8K - $9.63K
|
7.55K
$405K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-109- 0.75% |
$8K - $9.63K
|
14.5K
$776K
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-110- 0.41% |
$8.08K - $9.72K
|
26.7K
$1.43M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 0.73% |
$8.08K - $9.72K
|
15K
$805K
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-112- 1.02% |
$8.22K - $9.9K
|
10.8K
$581K
|
|
Jul 19, 2022
Q2 2022
|
Fruth Investment Management
|
SELL
|
- |
-115- 1.13% |
$8.44K - $10.2K
|
10.1K
$539K
|