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
|
Aquila Investment Management LLC
|
SELL
|
- |
-3K- 7.5% |
$220K - $265K
|
37K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3K- 63.83% |
$220K - $265K
|
1.7K
$89.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.02K- 6.52% |
$221K - $266K
|
43.2K
$2.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.04K- 20.93% |
$223K - $268K
|
11.5K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.05K- 54.45% |
$224K - $270K
|
2.55K
$134K
|
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-3.06K- 5.68% |
$225K - $271K
|
50.9K
$2.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.07KClosed |
$226K - $272K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.08K- 0.62% |
$226K - $273K
|
493K
$25.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.13KClosed |
$229K - $276K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.18KClosed |
$233K - $281K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.18K- 18.86% |
$233K - $281K
|
13.7K
$720K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-3.27K- 22.02% |
$240K - $289K
|
11.6K
$609K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.36KClosed |
$246K - $297K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.38K- 3.35% |
$248K - $299K
|
97.7K
$5.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3.39K- 18.52% |
$249K - $300K
|
14.9K
$785K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.42K- 25.32% |
$251K - $302K
|
10.1K
$530K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-3.5KClosed |
$257K - $309K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.52K- 10.04% |
$259K - $311K
|
31.6K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.55K- 1.39% |
$260K - $313K
|
251K
$13.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.6K- 8.85% |
$264K - $318K
|
37.1K
$1.95M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.61K- 9.96% |
$265K - $319K
|
32.6K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.7K- 16.49% |
$272K - $327K
|
18.7K
$986K
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.75K- 26.43% |
$275K - $331K
|
10.4K
$549K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.76KClosed |
$276K - $332K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
SELL
|
- |
-3.78KClosed |
$277K - $334K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.86K- 2.15% |
$283K - $341K
|
176K
$9.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3.93KClosed |
$289K - $347K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3.99K- 6.54% |
$293K - $352K
|
57K
$3M
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.01K- 11.21% |
$295K - $355K
|
31.8K
$1.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-4.06K- 2.78% |
$298K - $359K
|
142K
$7.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.07K- 2.83% |
$299K - $360K
|
140K
$7.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-4.09K- 22.51% |
$300K - $361K
|
14.1K
$740K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.1K- 0.9% |
$301K - $362K
|
453K
$23.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.13K- 2.79% |
$303K - $365K
|
144K
$7.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.28KClosed |
$314K - $378K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-4.31KClosed |
$317K - $381K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.49K- 18.96% |
$329K - $396K
|
19.2K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.72KClosed |
$346K - $417K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.86K- 55.42% |
$357K - $430K
|
3.91K
$206K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.95K- 24.3% |
$364K - $438K
|
15.4K
$812K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-4.99KClosed |
$367K - $441K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-5.04K- 28.5% |
$370K - $446K
|
12.7K
$666K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.06K- 6.14% |
$372K - $448K
|
77.5K
$4.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-5.31K- 10.49% |
$390K - $469K
|
45.3K
$2.38M
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-5.37KClosed |
$394K - $475K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.54K- 1.66% |
$407K - $490K
|
329K
$17.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.68K- 67.58% |
$417K - $502K
|
2.72K
$143K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.77K- 31.31% |
$424K - $510K
|
12.7K
$667K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.06K- 62.79% |
$445K - $536K
|
3.59K
$189K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.07KClosed |
$445K - $536K
|
0
$0
|