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 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.38K+ 62.67% |
$175K - $211K
|
6.18K
$331K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.36K+ 43.67% |
$173K - $209K
|
7.76K
$416K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.36K+ 1.46% |
$173K - $208K
|
164K
$8.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.29K+ 31.02% |
$168K - $203K
|
9.68K
$519K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
2.26K+ 1.61% |
$166K - $200K
|
143K
$7.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.25K+ 22.07% |
$165K - $199K
|
12.4K
$666K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.22K+ 1.08% |
$163K - $196K
|
207K
$11.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.22K+ 0.45% |
$163K - $196K
|
497K
$26.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.16K+ 4.35% |
$159K - $191K
|
51.9K
$2.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.09K+ 1.99% |
$154K - $185K
|
107K
$5.74M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 48.04% |
$152K - $183K
|
6.4K
$343K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.07K+ 2.21% |
$152K - $183K
|
95.8K
$5.13M
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
2.07K+ 4.54% |
$152K - $183K
|
47.6K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.05K+ 0.43% |
$151K - $181K
|
479K
$25.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.97K+ 500.51% |
$145K - $174K
|
2.37K
$127K
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.92K+ 10.98% |
$141K - $169K
|
19.3K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89K+ 17.59% |
$139K - $167K
|
12.6K
$677K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.85K+ 1.47% |
$136K - $163K
|
127K
$6.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.84K+ 21.17% |
$135K - $163K
|
10.5K
$564K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.82K+ 58.21% |
$134K - $161K
|
4.94K
$265K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 13.07% |
$133K - $161K
|
15.7K
$843K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 13.07% |
$133K - $161K
|
15.7K
$843K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.81K+ 11.86% |
$133K - $160K
|
17.1K
$915K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 680.3% |
$132K - $159K
|
2.06K
$110K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.79K+ 4.44% |
$132K - $159K
|
42.2K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.78KNew |
$130K - $157K
|
1.78K
$95.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 2.85% |
$130K - $157K
|
64K
$3.43M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 6.71% |
$130K - $156K
|
28.2K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.76K+ 6.2% |
$129K - $155K
|
30.1K
$1.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.74K+ 10.23% |
$128K - $154K
|
18.8K
$1.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.72K+ 4.56% |
$126K - $152K
|
39.4K
$2.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71K+ 45.95% |
$125K - $151K
|
5.43K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.7K+ 11.91% |
$125K - $151K
|
16K
$857K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
1.68K+ 6.07% |
$123K - $148K
|
29.3K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.67K+ 6.46% |
$123K - $148K
|
27.6K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.67K+ 27.03% |
$122K - $147K
|
7.83K
$419K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.64K+ 18.24% |
$121K - $145K
|
10.6K
$570K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
1.63K+ 6.86% |
$120K - $144K
|
25.4K
$1.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.63K+ 3.88% |
$120K - $144K
|
43.7K
$2.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.62KNew |
$119K - $143K
|
1.62K
$86.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.62K+ 10.12% |
$119K - $143K
|
17.6K
$942K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 28.29% |
$118K - $142K
|
7.26K
$389K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.59K+ 11.92% |
$117K - $141K
|
15K
$801K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.58K+ 15.96% |
$116K - $140K
|
11.5K
$616K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.58K+ 16.14% |
$116K - $140K
|
11.4K
$609K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.57K+ 1.86% |
$115K - $138K
|
85.7K
$4.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.56K+ 13.35% |
$114K - $138K
|
13.2K
$708K
|
|
|
Jul 27, 2022
Q2 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
1.54K+ 0.45% |
$113K - $136K
|
343K
$18.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.51K+ 12.72% |
$111K - $134K
|
13.4K
$718K
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.51K+ 1.06% |
$111K - $133K
|
144K
$7.72M
|