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 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.72K- 8.84% |
$126K - $138K
|
17.8K
$934K
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.74K- 21.15% |
$127K - $139K
|
6.47K
$341K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.79KClosed |
$131K - $143K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.8K- 6.9% |
$131K - $144K
|
24.2K
$1.28M
|
|
|
Oct 20, 2021
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.86K- 0.92% |
$136K - $149K
|
199K
$10.5M
|
|
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.86K- 0.92% |
$136K - $149K
|
199K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.89K- 14.58% |
$138K - $151K
|
11.1K
$583K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.9K- 5.0% |
$139K - $152K
|
36.2K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.91K- 7.63% |
$140K - $153K
|
23.2K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.98KClosed |
$145K - $159K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
SELL
|
- |
-2K- 3.37% |
$146K - $160K
|
57.3K
$3.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.02K- 39.61% |
$148K - $162K
|
3.08K
$162K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.04K- 35.36% |
$149K - $163K
|
3.72K
$196K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.04K- 2.03% |
$149K - $163K
|
98.5K
$5.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.05K- 12.17% |
$149K - $164K
|
14.8K
$777K
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.05K- 14.2% |
$150K - $164K
|
12.4K
$653K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.07K- 5.05% |
$151K - $166K
|
38.9K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 18.15% |
$151K - $166K
|
9.35K
$492K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.08K- 1.02% |
$152K - $166K
|
202K
$10.6M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.08K- 1.09% |
$152K - $167K
|
189K
$9.97M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.17K- 18.99% |
$158K - $173K
|
9.24K
$486K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.17K- 0.43% |
$159K - $174K
|
505K
$26.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.18K- 1.32% |
$159K - $174K
|
163K
$8.59M
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.25K- 29.01% |
$164K - $180K
|
5.5K
$289K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 33.97% |
$170K - $186K
|
4.53K
$238K
|
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.38K- 2.08% |
$173K - $190K
|
112K
$5.87M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.39K- 13.16% |
$175K - $192K
|
15.8K
$831K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.48K- 27.54% |
$181K - $199K
|
6.53K
$344K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.53K- 19.22% |
$185K - $202K
|
10.6K
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.62KClosed |
$191K - $209K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-2.72K- 6.19% |
$199K - $218K
|
41.2K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.73KClosed |
$199K - $219K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.74K- 2.74% |
$200K - $219K
|
96.9K
$5.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.75KClosed |
$201K - $220K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.79KClosed |
$203K - $223K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.79KClosed |
$203K - $223K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.79KClosed |
$204K - $223K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.8KClosed |
$204K - $224K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.8K- 22.53% |
$204K - $224K
|
9.63K
$507K
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.82KClosed |
$206K - $226K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.83K- 0.6% |
$207K - $227K
|
467K
$24.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.84KClosed |
$207K - $227K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.86K- 7.04% |
$209K - $229K
|
37.7K
$1.98M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.87K- 23.0% |
$209K - $230K
|
9.6K
$505K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.91KClosed |
$213K - $233K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-2.91KClosed |
$213K - $233K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.97KClosed |
$217K - $237K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.97K- 8.52% |
$217K - $238K
|
31.9K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 12.66% |
$219K - $240K
|
20.7K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3.02KClosed |
$221K - $242K
|
0
$0
|