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 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.66K+ 9.96% |
$269K - $324K
|
40.4K
$2.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.66KNew |
$269K - $323K
|
3.66K
$196K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.65K+ 73.65% |
$268K - $322K
|
8.59K
$461K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.53K+ 1.64% |
$259K - $312K
|
219K
$11.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Community Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$257K - $309K
|
3.5K
$188K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.39K+ 11.62% |
$248K - $299K
|
32.5K
$1.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.33K+ 74.61% |
$244K - $294K
|
7.79K
$418K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.3K+ 50.61% |
$242K - $291K
|
9.81K
$526K
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.3K+ 325.57% |
$242K - $291K
|
4.31K
$231K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.24K+ 20.79% |
$238K - $286K
|
18.8K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
3.23KNew |
$237K - $286K
|
3.23K
$173K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.19KNew |
$234K - $282K
|
3.19K
$171K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.19K+ 5.63% |
$234K - $282K
|
59.8K
$3.2M
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.14K+ 6.85% |
$231K - $278K
|
49K
$2.62M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
3.08K+ 103.43% |
$226K - $272K
|
6.05K
$324K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.08KNew |
$226K - $272K
|
3.08K
$165K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.07KNew |
$225K - $271K
|
3.07K
$164K
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.06KNew |
$224K - $270K
|
3.06K
$164K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.05K+ 5.95% |
$224K - $270K
|
54.4K
$2.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.02KNew |
$222K - $267K
|
3.02K
$162K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.99KNew |
$219K - $264K
|
2.99K
$160K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.95K+ 12.85% |
$216K - $261K
|
25.9K
$1.39M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.89K+ 6.19% |
$212K - $255K
|
49.5K
$2.65M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.88K+ 103.34% |
$211K - $254K
|
5.66K
$303K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.88K+ 8.25% |
$211K - $254K
|
37.7K
$2.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.88K+ 20.76% |
$211K - $254K
|
16.7K
$897K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.86KNew |
$210K - $253K
|
2.86K
$153K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.84KNew |
$209K - $251K
|
2.84K
$152K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.84K+ 3.0% |
$208K - $251K
|
97.4K
$5.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.82K+ 27.19% |
$207K - $250K
|
13.2K
$708K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.8KNew |
$205K - $247K
|
2.8K
$150K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.78K+ 35.87% |
$204K - $246K
|
10.5K
$565K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.78K+ 35.87% |
$204K - $246K
|
10.5K
$565K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.72K+ 2.62% |
$199K - $240K
|
106K
$5.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.66KNew |
$195K - $235K
|
2.66K
$142K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.64K+ 4.74% |
$194K - $233K
|
58.3K
$3.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.63K+ 15.97% |
$193K - $232K
|
19.1K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.61KNew |
$191K - $230K
|
2.61K
$140K
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.6KNew |
$191K - $230K
|
2.6K
$139K
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.58K+ 76.26% |
$189K - $228K
|
5.95K
$319K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$189K - $227K
|
2.57K
$138K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.55KNew |
$187K - $225K
|
2.55K
$136K
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.54K+ 2988.24% |
$186K - $224K
|
2.63K
$141K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$186K - $224K
|
2.53K
$136K
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.52K+ 14.98% |
$185K - $223K
|
19.3K
$1.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.51K+ 2.32% |
$184K - $222K
|
111K
$5.93M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.51KNew |
$184K - $222K
|
2.51K
$134K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.51K+ 80.51% |
$184K - $222K
|
5.62K
$301K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.49K+ 0.37% |
$183K - $220K
|
672K
$36M
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.4K+ 17.19% |
$176K - $212K
|
16.3K
$875K
|