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 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-191- 5.14% |
$13.9K - $15.3K
|
3.53K
$186K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-200Closed |
$14.6K - $16K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-200- 2.83% |
$14.6K - $16K
|
6.88K
$362K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 2.68% |
$14.6K - $16K
|
7.28K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-202- 5.06% |
$14.8K - $16.2K
|
3.79K
$199K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-203- 6.4% |
$14.8K - $16.3K
|
2.97K
$156K
|
|
|
Nov 12, 2021
Q3 2021
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-203- 0.1% |
$14.8K - $16.3K
|
194K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-208- 0.06% |
$15.2K - $16.7K
|
364K
$19.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-208- 11.86% |
$15.2K - $16.7K
|
1.55K
$81.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-210- 3.12% |
$15.3K - $16.8K
|
6.52K
$343K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-210- 2.0% |
$15.3K - $16.8K
|
10.3K
$541K
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-213- 1.84% |
$15.6K - $17.1K
|
11.3K
$597K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-215Closed |
$15.7K - $17.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-218- 0.16% |
$15.9K - $17.5K
|
137K
$7.21M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-222- 0.05% |
$16.2K - $17.8K
|
475K
$25M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-223- 6.14% |
$16.3K - $17.9K
|
3.41K
$179K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-224- 2.48% |
$16.4K - $17.9K
|
8.81K
$464K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-227- 1.31% |
$16.6K - $18.2K
|
17.2K
$903K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-235- 2.97% |
$17.2K - $18.8K
|
7.68K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-240- 3.22% |
$17.5K - $19.2K
|
7.22K
$380K
|
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-241- 0.36% |
$17.6K - $19.3K
|
67.6K
$3.56M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-242- 6.86% |
$17.7K - $19.4K
|
3.29K
$173K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-248- 19.11% |
$18.1K - $19.9K
|
1.05K
$55.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-249- 3.73% |
$18.2K - $19.9K
|
6.43K
$339K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-249- 1.26% |
$18.2K - $19.9K
|
19.5K
$1.03M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 7.95% |
$18.3K - $20K
|
2.89K
$152K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-250- 8.87% |
$18.3K - $20K
|
2.57K
$135K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-250- 4.18% |
$18.3K - $20K
|
5.73K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-250- 2.35% |
$18.3K - $20K
|
10.4K
$547K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-252- 2.36% |
$18.4K - $20.2K
|
10.4K
$549K
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-259- 1.47% |
$18.9K - $20.7K
|
17.4K
$913K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-260- 0.73% |
$19K - $20.8K
|
35.1K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-262- 2.34% |
$19.1K - $21K
|
10.9K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-264- 8.57% |
$19.3K - $21.1K
|
2.82K
$148K
|
|
|
Oct 12, 2021
Q3 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-268- 1.65% |
$19.6K - $21.5K
|
16K
$842K
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-275- 0.5% |
$20.1K - $22K
|
54.3K
$2.86M
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-275- 7.04% |
$20.1K - $22K
|
3.63K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-278- 3.71% |
$20.3K - $22.3K
|
7.23K
$380K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-280- 5.15% |
$20.4K - $22.4K
|
5.16K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-281- 1.54% |
$20.5K - $22.5K
|
17.9K
$942K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-282- 1.84% |
$20.6K - $22.6K
|
15K
$791K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-290- 0.67% |
$21.2K - $23.2K
|
42.8K
$2.25M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-297- 3.14% |
$21.7K - $23.8K
|
9.16K
$482K
|
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-298- 3.13% |
$21.8K - $23.9K
|
9.21K
$485K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-300Closed |
$21.9K - $24K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-300- 2.48% |
$21.9K - $24K
|
11.8K
$620K
|
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-300- 9.06% |
$21.9K - $24K
|
3.01K
$158K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-310- 10.92% |
$22.6K - $24.8K
|
2.53K
$133K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-321- 3.29% |
$23.4K - $25.7K
|
9.45K
$497K
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-324- 2.87% |
$23.7K - $25.9K
|
11K
$577K
|