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 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
982+ 2.13% |
$72.1K - $86.8K
|
47.1K
$2.48M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
961+ 20.18% |
$70.5K - $84.9K
|
5.72K
$301K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
947+ 3.42% |
$69.5K - $83.7K
|
28.6K
$1.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
945+ 4.52% |
$69.4K - $83.5K
|
21.8K
$1.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
944+ 6.16% |
$69.3K - $83.4K
|
16.3K
$856K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
937+ 17.66% |
$68.8K - $82.8K
|
6.24K
$329K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
933+ 22.66% |
$68.5K - $82.5K
|
5.05K
$266K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
920+ 0.51% |
$67.5K - $81.3K
|
181K
$9.51M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
916+ 1.51% |
$67.2K - $81K
|
61.4K
$3.23M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
914+ 20.38% |
$67.1K - $80.8K
|
5.4K
$284K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.63% |
$66.1K - $79.5K
|
145K
$7.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
890+ 5.72% |
$65.3K - $78.7K
|
16.5K
$866K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
888+ 6.12% |
$65.2K - $78.5K
|
15.4K
$810K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
864+ 18.14% |
$63.4K - $76.4K
|
5.63K
$296K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
864+ 533.33% |
$63.4K - $76.4K
|
1.03K
$54K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
864+ 533.33% |
$63.4K - $76.4K
|
1.03K
$54K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
854+ 14.6% |
$62.7K - $75.5K
|
6.7K
$353K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
847+ 28.46% |
$62.2K - $74.9K
|
3.82K
$201K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
836+ 10.78% |
$61.4K - $73.9K
|
8.59K
$452K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
835+ 4.87% |
$61.3K - $73.8K
|
18K
$947K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
820+ 1.12% |
$60.2K - $72.5K
|
73.8K
$3.88M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
809New |
$59.4K - $71.5K
|
809
$42.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
800+ 33.44% |
$58.7K - $70.7K
|
3.19K
$168K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
781+ 13.08% |
$57.3K - $69K
|
6.75K
$355K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
780+ 13.98% |
$57.3K - $68.9K
|
6.36K
$335K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
769+ 2.35% |
$56.5K - $68K
|
33.5K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
768+ 8.32% |
$56.4K - $67.9K
|
10K
$526K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
751+ 4.19% |
$55.1K - $66.4K
|
18.7K
$983K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
742+ 9.38% |
$54.5K - $65.6K
|
8.65K
$455K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
730+ 3.75% |
$53.6K - $64.5K
|
20.2K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
717+ 109.63% |
$52.6K - $63.4K
|
1.37K
$72.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
716+ 27.37% |
$52.6K - $63.3K
|
3.33K
$175K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
705+ 7.49% |
$51.8K - $62.3K
|
10.1K
$532K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
700+ 7.59% |
$51.4K - $61.9K
|
9.93K
$522K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
700+ 9.75% |
$51.4K - $61.9K
|
7.88K
$415K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
696+ 13.63% |
$51.1K - $61.5K
|
5.8K
$305K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
687+ 31.16% |
$50.4K - $60.7K
|
2.89K
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
678+ 16.15% |
$49.8K - $59.9K
|
4.88K
$257K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
676+ 0.69% |
$49.6K - $59.7K
|
99.2K
$5.22M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
666+ 13.42% |
$48.9K - $58.9K
|
5.63K
$296K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
662+ 17.53% |
$48.6K - $58.5K
|
4.44K
$234K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
657+ 13.33% |
$48.2K - $58.1K
|
5.59K
$294K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
653+ 9.6% |
$47.9K - $57.7K
|
7.46K
$393K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
653+ 5.15% |
$47.9K - $57.7K
|
13.3K
$702K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
644+ 4.37% |
$47.3K - $56.9K
|
15.4K
$810K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
628+ 5.32% |
$46.1K - $55.5K
|
12.4K
$654K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
610+ 4.68% |
$44.8K - $53.9K
|
13.6K
$717K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
600+ 10.65% |
$44K - $53K
|
6.23K
$328K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
597+ 9.39% |
$43.8K - $52.8K
|
6.95K
$366K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
589+ 2.81% |
$43.2K - $52.1K
|
21.6K
$1.13M
|