Purchases and Sales Made in Q3 2021 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
280+ 5.21% |
$20.4K - $22.4K
|
5.66K
$298K
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
270+ 2.44% |
$19.7K - $21.6K
|
11.3K
$596K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
250+ 5.85% |
$18.3K - $20K
|
4.52K
$238K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
250+ 3.06% |
$18.3K - $20K
|
8.43K
$443K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
241+ 2.66% |
$17.6K - $19.3K
|
9.31K
$490K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
232+ 6.82% |
$16.9K - $18.6K
|
3.63K
$191K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
229+ 11.68% |
$16.7K - $18.3K
|
2.19K
$115K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
225+ 1.88% |
$16.4K - $18K
|
12.2K
$643K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
218+ 0.67% |
$15.9K - $17.5K
|
32.9K
$1.73M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
210+ 5.96% |
$15.3K - $16.8K
|
3.74K
$197K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
210+ 5.96% |
$15.3K - $16.8K
|
3.74K
$197K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
201+ 6.51% |
$14.7K - $16.1K
|
3.29K
$173K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
BUY
|
- |
200+ 2.66% |
$14.6K - $16K
|
7.73K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
198+ 3.94% |
$14.5K - $15.8K
|
5.22K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
196New |
$14.3K - $15.7K
|
196
$10.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194+ 17.05% |
$14.2K - $15.5K
|
1.33K
$70.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
191+ 5.14% |
$13.9K - $15.3K
|
3.91K
$206K
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
BUY
|
- |
185+ 0.4% |
$13.5K - $14.8K
|
46.1K
$2.42M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
185+ 92.5% |
$13.5K - $14.8K
|
385
$20.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
184+ 4.91% |
$13.4K - $14.7K
|
3.93K
$207K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
183+ 1.69% |
$13.4K - $14.6K
|
11K
$581K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
181+ 5.38% |
$13.2K - $14.5K
|
3.55K
$187K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
178+ 38.03% |
$13K - $14.2K
|
646
$34K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
175+ 2.18% |
$12.8K - $14K
|
8.21K
$432K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
175New |
$12.8K - $14K
|
175
$9.21K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
167+ 2.99% |
$12.2K - $13.4K
|
5.76K
$303K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
166+ 319.23% |
$12.1K - $13.3K
|
218
$11.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
164+ 1.1% |
$12K - $13.1K
|
15.1K
$796K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
164+ 4.56% |
$12K - $13.1K
|
3.76K
$198K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
157+ 0.99% |
$11.5K - $12.6K
|
16K
$843K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
156+ 5.84% |
$11.4K - $12.5K
|
2.83K
$149K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
155+ 3.1% |
$11.3K - $12.4K
|
5.16K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
154+ 1.7% |
$11.2K - $12.3K
|
9.22K
$485K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
150+ 0.58% |
$11K - $12K
|
26.1K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
150+ 2.03% |
$11K - $12K
|
7.55K
$397K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
148+ 2.13% |
$10.8K - $11.8K
|
7.09K
$373K
|
|
|
Nov 08, 2021
Q3 2021
|
Reaves W H & CO Inc
|
BUY
|
- |
145+ 2.14% |
$10.6K - $11.6K
|
6.92K
$364K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
144+ 4.03% |
$10.5K - $11.5K
|
3.71K
$195K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
141+ 120.51% |
$10.3K - $11.3K
|
258
$13.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
140+ 2.04% |
$10.2K - $11.2K
|
7K
$368K
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
137+ 0.77% |
$10K - $11K
|
17.9K
$942K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
136+ 4.32% |
$9.93K - $10.9K
|
3.28K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
135+ 0.09% |
$9.86K - $10.8K
|
149K
$7.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
130+ 1.55% |
$9.49K - $10.4K
|
8.5K
$447K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
130+ 0.75% |
$9.49K - $10.4K
|
17.6K
$924K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
129+ 8.82% |
$9.42K - $10.3K
|
1.59K
$83.8K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
129+ 1.46% |
$9.42K - $10.3K
|
8.98K
$472K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
125New |
$9.13K - $10K
|
125
$6.58K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
114+ 16.96% |
$8.32K - $9.13K
|
786
$41.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
109+ 3.84% |
$7.96K - $8.73K
|
2.95K
$155K
|