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 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.06KClosed |
$223K - $245K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.07KClosed |
$224K - $246K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.07K- 0.32% |
$224K - $246K
|
971K
$51.1M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
SELL
|
- |
-3.2KClosed |
$233K - $256K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.2KClosed |
$233K - $256K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-3.24K- 44.82% |
$237K - $260K
|
3.99K
$210K
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-3.33K- 44.95% |
$243K - $267K
|
4.08K
$215K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.51K- 0.19% |
$256K - $281K
|
1.87M
$98.6M
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.54K- 1.5% |
$258K - $283K
|
232K
$12.2M
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-3.57K- 2.82% |
$261K - $286K
|
123K
$6.49M
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.61KClosed |
$264K - $289K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.65KClosed |
$266K - $292K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-3.66K- 5.84% |
$267K - $293K
|
59K
$3.1M
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-3.69K- 8.75% |
$270K - $296K
|
38.5K
$2.03M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.76K- 31.49% |
$275K - $301K
|
8.18K
$431K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 31.49% |
$275K - $301K
|
8.18K
$431K
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.76KClosed |
$275K - $301K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-3.85K- 7.89% |
$281K - $308K
|
44.9K
$2.36M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.92K- 6.55% |
$286K - $314K
|
55.9K
$2.94M
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.94K- 25.09% |
$287K - $315K
|
11.8K
$619K
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-4.08K- 53.59% |
$298K - $327K
|
3.54K
$186K
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.17KClosed |
$304K - $334K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.21KClosed |
$308K - $337K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.25KClosed |
$311K - $341K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.27KClosed |
$312K - $342K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.3K- 4.29% |
$314K - $344K
|
95.9K
$5.05M
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.38K- 2.34% |
$320K - $351K
|
183K
$9.61M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.38K- 58.88% |
$320K - $351K
|
3.06K
$161K
|
|
Nov 12, 2021
Q3 2021
|
Sasco Capital Inc
|
SELL
|
- |
-4.4K- 1.15% |
$321K - $352K
|
379K
$20M
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.41K- 0.99% |
$322K - $353K
|
442K
$23.3M
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.51K- 9.02% |
$329K - $361K
|
45.5K
$2.4M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.56K- 1.74% |
$333K - $365K
|
258K
$13.6M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.62K- 37.99% |
$338K - $370K
|
7.55K
$397K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.89K- 2.84% |
$357K - $392K
|
167K
$8.81M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.94K- 39.16% |
$361K - $396K
|
7.68K
$404K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.2K- 27.23% |
$380K - $416K
|
13.9K
$731K
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-5.2KClosed |
$380K - $416K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.24K- 8.26% |
$382K - $419K
|
58.2K
$3.06M
|
|
Nov 15, 2021
Q3 2021
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-5.24KClosed |
$382K - $419K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-5.41K- 3.2% |
$395K - $433K
|
164K
$8.61M
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.48KClosed |
$400K - $439K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.57KClosed |
$406K - $446K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.58K- 3.02% |
$408K - $447K
|
179K
$9.44M
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.68KClosed |
$415K - $455K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.71K- 15.91% |
$417K - $457K
|
30.2K
$1.59M
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-5.87K- 0.29% |
$429K - $470K
|
2M
$105M
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-5.88KClosed |
$430K - $471K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-6.03KClosed |
$441K - $483K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-6.22K- 6.72% |
$454K - $498K
|
86.3K
$4.54M
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.27KClosed |
$458K - $502K
|
0
$0
|