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 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-617- 0.47% |
$45.1K - $49.4K
|
130K
$6.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-639- 5.95% |
$46.7K - $51.2K
|
10.1K
$532K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-710- 17.28% |
$51.8K - $56.8K
|
3.4K
$179K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-731- 0.82% |
$53.4K - $58.5K
|
88.7K
$4.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$54.8K - $60K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-751- 13.7% |
$54.8K - $60.1K
|
4.73K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-753- 16.33% |
$55K - $60.3K
|
3.86K
$203K
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-757- 21.31% |
$55.3K - $60.6K
|
2.8K
$147K
|
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-765- 0.98% |
$55.9K - $61.2K
|
77.5K
$4.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-782- 14.93% |
$57.1K - $62.6K
|
4.46K
$235K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-788- 6.2% |
$57.5K - $63.1K
|
11.9K
$628K
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-789- 2.0% |
$57.6K - $63.2K
|
38.6K
$2.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-792- 16.07% |
$57.8K - $63.4K
|
4.14K
$218K
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-794Closed |
$58K - $63.6K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-800- 12.17% |
$58.4K - $64K
|
5.78K
$304K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-800- 1.32% |
$58.4K - $64K
|
59.7K
$3.14M
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-804- 2.89% |
$58.7K - $64.4K
|
27.1K
$1.42M
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-809- 4.05% |
$59.1K - $64.8K
|
19.1K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-814- 0.36% |
$59.4K - $65.2K
|
225K
$11.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-822- 1.9% |
$60K - $65.8K
|
42.5K
$2.23M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-830- 6.34% |
$60.6K - $66.4K
|
12.3K
$646K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-845- 1.21% |
$61.7K - $67.6K
|
68.9K
$3.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-846- 2.6% |
$61.8K - $67.7K
|
31.7K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-850Closed |
$62.1K - $68K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-860- 8.54% |
$62.8K - $68.8K
|
9.21K
$484K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-867- 0.92% |
$63.3K - $69.4K
|
93.2K
$4.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-872- 15.37% |
$63.7K - $69.8K
|
4.8K
$253K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-885- 1.56% |
$64.6K - $70.8K
|
55.8K
$2.94M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-889- 1.67% |
$64.9K - $71.2K
|
52.4K
$2.76M
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 1.68% |
$65.7K - $72K
|
52.8K
$2.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-902- 4.21% |
$65.9K - $72.2K
|
20.5K
$1.08M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-903- 1.74% |
$65.9K - $72.3K
|
51K
$2.68M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-908- 3.58% |
$66.3K - $72.7K
|
24.4K
$1.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-917- 4.1% |
$67K - $73.4K
|
21.5K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-921- 11.56% |
$67.3K - $73.7K
|
7.05K
$371K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-925- 4.03% |
$67.5K - $74K
|
22K
$1.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-935- 2.82% |
$68.3K - $74.8K
|
32.2K
$1.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-939- 4.16% |
$68.6K - $75.2K
|
21.6K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-963- 24.4% |
$70.3K - $77.1K
|
2.98K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-967- 17.89% |
$70.6K - $77.4K
|
4.44K
$234K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-970- 85.01% |
$70.8K - $77.6K
|
171
$9K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-990- 2.41% |
$72.3K - $79.2K
|
40K
$2.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-996- 5.95% |
$72.7K - $79.7K
|
15.7K
$828K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1K- 22.73% |
$73K - $80.1K
|
3.4K
$179K
|
|
|
Nov 01, 2021
Q3 2021
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-1K- 50.0% |
$73K - $80.1K
|
1K
$52.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 1.46% |
$73.1K - $80.1K
|
67.8K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 10.11% |
$73.1K - $80.1K
|
8.9K
$468K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.03K- 62.24% |
$75.2K - $82.5K
|
625
$32.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.04K- 30.2% |
$75.6K - $82.9K
|
2.39K
$126K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.04K- 1.86% |
$75.7K - $83K
|
54.8K
$2.88M
|