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
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.48K+ 5.8% |
$109K - $131K
|
27K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.47KNew |
$108K - $130K
|
1.47K
$78.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.47K+ 7.09% |
$108K - $130K
|
22.1K
$1.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.82% |
$107K - $129K
|
53K
$2.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 11.67% |
$106K - $128K
|
13.9K
$743K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.4K+ 0.91% |
$103K - $124K
|
156K
$8.36M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.39K+ 7.63% |
$102K - $123K
|
19.6K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.38K+ 1.27% |
$101K - $122K
|
110K
$5.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 7.75% |
$100K - $121K
|
19K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.36K+ 36.07% |
$99.9K - $120K
|
5.13K
$275K
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 19.48% |
$98.1K - $118K
|
8.19K
$439K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.33K+ 5.03% |
$97.9K - $118K
|
27.9K
$1.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.33K+ 19.34% |
$97.8K - $118K
|
8.22K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 13.92% |
$96.9K - $117K
|
10.8K
$579K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.32K+ 1.81% |
$96.8K - $117K
|
74.1K
$3.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.31K+ 42.76% |
$96.2K - $116K
|
4.38K
$235K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.3KNew |
$95.4K - $115K
|
1.3K
$69.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 3.9% |
$95.4K - $115K
|
34.6K
$1.85M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.28K+ 16.32% |
$93.7K - $113K
|
9.09K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.27K+ 3.48% |
$93.5K - $113K
|
37.9K
$2.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.26K+ 0.57% |
$92.3K - $111K
|
223K
$12M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.25K+ 13.62% |
$91.8K - $111K
|
10.4K
$559K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.25K+ 14.77% |
$91.8K - $110K
|
9.71K
$521K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.24K+ 14.37% |
$90.9K - $109K
|
9.86K
$528K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23K+ 25.97% |
$90K - $108K
|
5.95K
$319K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.23K+ 12.28% |
$89.9K - $108K
|
11.2K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
1.19K+ 24.51% |
$87.4K - $105K
|
6.05K
$324K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 127.71% |
$87.3K - $105K
|
2.12K
$114K
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.18K+ 1.2% |
$86.6K - $104K
|
99K
$5.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.17K+ 6.32% |
$85.5K - $103K
|
19.6K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.15K+ 6.85% |
$84.7K - $102K
|
18K
$965K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.15K+ 41.07% |
$84.3K - $102K
|
3.95K
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.14K+ 0.9% |
$83.5K - $100K
|
128K
$6.84M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.14K+ 11.6% |
$83.5K - $100K
|
10.9K
$586K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
1.13K+ 6.83% |
$83K - $99.9K
|
17.7K
$947K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.12K+ 4.85% |
$82.5K - $99.3K
|
24.3K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.12KNew |
$82.4K - $99.2K
|
1.12K
$60.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.11KNew |
$81.3K - $97.9K
|
1.11K
$59.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.09K+ 2.9% |
$80K - $96.3K
|
38.7K
$2.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$79.8K - $96.1K
|
1.09K
$58.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.07K+ 22.22% |
$78.6K - $94.7K
|
5.89K
$316K
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.07K+ 19.63% |
$78.6K - $94.7K
|
6.53K
$350K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.06K+ 16.39% |
$78.1K - $94K
|
7.55K
$405K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.03K+ 7.76% |
$75.4K - $90.8K
|
14.3K
$765K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
1.03K+ 19.6% |
$75.2K - $90.6K
|
6.25K
$335K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.01K+ 3.75% |
$74.4K - $89.5K
|
28K
$1.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 3.59% |
$74.2K - $89.4K
|
29.1K
$1.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Third Security, LLC
|
BUY
|
- |
1K+ 2.56% |
$73.4K - $88.4K
|
40K
$2.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
994+ 24.29% |
$73K - $87.8K
|
5.09K
$273K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
985+ 7.17% |
$72.3K - $87.1K
|
14.7K
$789K
|