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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$146 - $160
|
5.03K
$265K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2New |
$146 - $160
|
2
$105
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2New |
$146 - $160
|
2
$105
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.99% |
$146 - $160
|
204
$10.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.36% |
$73 - $80.1
|
279
$14.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.08% |
$73 - $80.1
|
1.33K
$70.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1+ 0.02% |
$73 - $80.1
|
4.94K
$260K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.87% |
$73 - $80.1
|
116
$6.11K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 7.14% |
$73 - $80.1
|
13
$684
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$146 - $160
|
5.17K
$272K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2Closed |
$146 - $160
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3- 0.05% |
$219 - $240
|
6.19K
$326K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4- 0.01% |
$292 - $320
|
70.5K
$3.71M
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5- 0.06% |
$365 - $400
|
8.85K
$466K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.02% |
$365 - $400
|
25K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 0.25% |
$438 - $480
|
2.43K
$128K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.14% |
$511 - $560
|
5.09K
$268K
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-9- 0.27% |
$657 - $720
|
3.31K
$174K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-10- 0.29% |
$730 - $801
|
3.43K
$181K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 0.05% |
$730 - $801
|
20.5K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10- 0.07% |
$730 - $801
|
14.1K
$744K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-12Closed |
$876 - $961
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-13- 0.32% |
$949 - $1.04K
|
4.06K
$214K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.37% |
$1.02K - $1.12K
|
3.74K
$197K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-14- 0.13% |
$1.02K - $1.12K
|
11.1K
$584K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-15- 0.19% |
$1.1K - $1.2K
|
7.9K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16- 0.18% |
$1.17K - $1.28K
|
8.78K
$462K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-19- 6.96% |
$1.39K - $1.52K
|
254
$13.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-20- 0.68% |
$1.46K - $1.6K
|
2.93K
$154K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-20Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21- 9.5% |
$1.53K - $1.68K
|
200
$10.5K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 11.34% |
$1.61K - $1.76K
|
172
$9.05K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-23- 15.86% |
$1.68K - $1.84K
|
122
$6.42K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-24- 10.91% |
$1.75K - $1.92K
|
196
$10.3K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-25- 14.29% |
$1.83K - $2K
|
150
$7.89K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 0.03% |
$1.83K - $2K
|
92.4K
$4.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 0.15% |
$1.83K - $2K
|
16.6K
$872K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-30- 0.06% |
$2.19K - $2.4K
|
47.8K
$2.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-30- 0.17% |
$2.19K - $2.4K
|
17.3K
$912K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-30- 0.51% |
$2.19K - $2.4K
|
5.82K
$306K
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-32- 0.97% |
$2.34K - $2.56K
|
3.25K
$171K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-32- 4.51% |
$2.34K - $2.56K
|
677
$35.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-33- 0.91% |
$2.41K - $2.64K
|
3.59K
$189K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-36Closed |
$2.63K - $2.88K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-37- 0.62% |
$2.7K - $2.96K
|
5.92K
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-37- 0.6% |
$2.7K - $2.96K
|
6.16K
$324K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-38- 0.65% |
$2.77K - $3.04K
|
5.78K
$304K
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-38- 0.69% |
$2.77K - $3.04K
|
5.48K
$289K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39- 6.57% |
$2.85K - $3.12K
|
555
$29.2K
|