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
|
Central Bank & Trust CO
|
SELL
|
- |
-105- 4.57% |
$7.67K - $8.41K
|
2.19K
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-105- 3.53% |
$7.67K - $8.41K
|
2.87K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-111- 12.32% |
$8.11K - $8.89K
|
790
$41.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-115- 82.14% |
$8.4K - $9.21K
|
25
$1.32K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-120- 0.25% |
$8.76K - $9.61K
|
48.2K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-120- 2.47% |
$8.76K - $9.61K
|
4.73K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-122- 3.82% |
$8.91K - $9.77K
|
3.08K
$162K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-123- 4.16% |
$8.98K - $9.85K
|
2.83K
$149K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-124- 0.99% |
$9.05K - $9.93K
|
12.3K
$650K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-125- 6.6% |
$9.13K - $10K
|
1.77K
$93K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-125- 0.89% |
$9.13K - $10K
|
13.9K
$733K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-126- 2.8% |
$9.2K - $10.1K
|
4.37K
$230K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-126- 73.26% |
$9.2K - $10.1K
|
46
$2.42K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-128- 9.97% |
$9.35K - $10.2K
|
1.16K
$60.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-133- 2.48% |
$9.71K - $10.6K
|
5.22K
$275K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-133- 1.64% |
$9.71K - $10.6K
|
7.95K
$419K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-134Closed |
$9.78K - $10.7K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-135- 2.16% |
$9.86K - $10.8K
|
6.12K
$322K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-136- 3.05% |
$9.93K - $10.9K
|
4.33K
$228K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-136- 0.44% |
$9.93K - $10.9K
|
31K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-137Closed |
$10K - $11K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-138- 4.38% |
$10.1K - $11K
|
3.01K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-139- 6.4% |
$10.1K - $11.1K
|
2.03K
$107K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-139- 0.91% |
$10.1K - $11.1K
|
15.1K
$795K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-140- 85.89% |
$10.2K - $11.2K
|
23
$1.21K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-142- 2.79% |
$10.4K - $11.4K
|
4.95K
$261K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-142- 0.16% |
$10.4K - $11.4K
|
86.2K
$4.54M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-148- 0.71% |
$10.8K - $11.8K
|
20.7K
$1.09M
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-149- 1.58% |
$10.9K - $11.9K
|
9.27K
$488K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-150- 2.97% |
$11K - $12K
|
4.89K
$258K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-150Closed |
$11K - $12K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-150Closed |
$11K - $12K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-151- 12.16% |
$11K - $12.1K
|
1.09K
$57.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-152- 1.23% |
$11.1K - $12.2K
|
12.3K
$645K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-153- 1.98% |
$11.2K - $12.2K
|
7.58K
$399K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-154- 2.76% |
$11.2K - $12.3K
|
5.43K
$286K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-155- 2.49% |
$11.3K - $12.4K
|
6.08K
$320K
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-156Closed |
$11.4K - $12.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-157- 20.82% |
$11.5K - $12.6K
|
597
$31.4K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-171- 5.74% |
$12.5K - $13.7K
|
2.81K
$148K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-171- 2.97% |
$12.5K - $13.7K
|
5.59K
$294K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-174- 3.87% |
$12.7K - $13.9K
|
4.32K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-178- 5.17% |
$13K - $14.2K
|
3.27K
$172K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-181- 0.73% |
$13.2K - $14.5K
|
24.5K
$1.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-182- 2.29% |
$13.3K - $14.6K
|
7.77K
$409K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-182- 2.32% |
$13.3K - $14.6K
|
7.68K
$404K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-183- 4.6% |
$13.4K - $14.6K
|
3.8K
$200K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-184- 1.63% |
$13.4K - $14.7K
|
11.1K
$585K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-188- 1.76% |
$13.7K - $15K
|
10.5K
$554K
|
|
|
Oct 20, 2021
Q3 2021
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-190- 5.37% |
$13.9K - $15.2K
|
3.35K
$176K
|