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 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-331- 0.89% |
$24.2K - $26.5K
|
37K
$1.95M
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-338- 2.41% |
$24.7K - $27.1K
|
13.7K
$719K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-344- 1.7% |
$25.1K - $27.5K
|
19.8K
$1.04M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-351- 1.16% |
$25.6K - $28.1K
|
29.8K
$1.57M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-370- 8.83% |
$27K - $29.6K
|
3.82K
$201K
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-375- 9.99% |
$27.4K - $30K
|
3.38K
$178K
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-375- 6.83% |
$27.4K - $30K
|
5.12K
$269K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-386- 6.64% |
$28.2K - $30.9K
|
5.42K
$285K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-390- 10.18% |
$28.5K - $31.2K
|
3.44K
$181K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-390- 3.16% |
$28.5K - $31.2K
|
11.9K
$628K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-390- 3.16% |
$28.5K - $31.2K
|
11.9K
$628K
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-396- 9.93% |
$28.9K - $31.7K
|
3.59K
$189K
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-398- 2.82% |
$29.1K - $31.9K
|
13.7K
$722K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.9% |
$29.2K - $32K
|
1.84K
$96.6K
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-400- 7.55% |
$29.2K - $32K
|
4.9K
$258K
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 4.17% |
$29.2K - $32K
|
9.2K
$484K
|
|
Oct 12, 2021
Q3 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-425- 5.82% |
$31K - $34K
|
6.88K
$362K
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-429- 1.09% |
$31.3K - $34.3K
|
39K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-430- 5.05% |
$31.4K - $34.4K
|
8.09K
$426K
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-433- 7.79% |
$31.6K - $34.7K
|
5.13K
$270K
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-438- 0.81% |
$32K - $35.1K
|
54K
$2.84M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-448- 23.6% |
$32.7K - $35.9K
|
1.45K
$76.3K
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-451- 1.38% |
$32.9K - $36.1K
|
32.2K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-452- 6.17% |
$33K - $36.2K
|
6.87K
$362K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-453- 0.29% |
$33.1K - $36.3K
|
157K
$8.25M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-465- 3.34% |
$34K - $37.2K
|
13.5K
$709K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-482- 2.41% |
$35.2K - $38.6K
|
19.5K
$1.03M
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-483- 0.63% |
$35.3K - $38.7K
|
76.7K
$4.04M
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-484Closed |
$35.3K - $38.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-484- 1.93% |
$35.3K - $38.7K
|
24.7K
$1.3M
|
|
Oct 12, 2021
Q3 2021
|
Fruth Investment Management
|
SELL
|
- |
-485- 4.4% |
$35.4K - $38.8K
|
10.5K
$555K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-485- 8.48% |
$35.4K - $38.8K
|
5.24K
$276K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-495- 2.94% |
$36.1K - $39.6K
|
16.3K
$860K
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-499- 6.84% |
$36.4K - $39.9K
|
6.8K
$358K
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-500- 5.01% |
$36.5K - $40K
|
9.48K
$499K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-507- 3.93% |
$37K - $40.6K
|
12.4K
$652K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-509- 7.5% |
$37.2K - $40.7K
|
6.28K
$330K
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-522- 9.79% |
$38.1K - $41.8K
|
4.81K
$253K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-531- 4.56% |
$38.8K - $42.5K
|
11.1K
$585K
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-536- 2.54% |
$39.1K - $42.9K
|
20.6K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-541- 9.93% |
$39.5K - $43.3K
|
4.91K
$258K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-542- 5.15% |
$39.6K - $43.4K
|
9.98K
$525K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-550- 47.21% |
$40.2K - $44K
|
615
$32.4K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-555- 6.52% |
$40.5K - $44.4K
|
7.96K
$419K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-559- 21.91% |
$40.8K - $44.7K
|
1.99K
$105K
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-560- 10.75% |
$40.9K - $44.8K
|
4.65K
$245K
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-562- 2.04% |
$41K - $45K
|
27K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-582- 1.67% |
$42.5K - $46.6K
|
34.2K
$1.8M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-600- 7.76% |
$43.8K - $48K
|
7.13K
$375K
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-603- 5.1% |
$44K - $48.3K
|
11.2K
$591K
|