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 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 22.52% |
$114K - $125K
|
8.52K
$448K
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.57K+ 3.08% |
$114K - $125K
|
52.4K
$2.76M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.55K+ 50.19% |
$113K - $124K
|
4.64K
$244K
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.55K+ 5.4% |
$113K - $124K
|
30.2K
$1.59M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 3.96% |
$112K - $123K
|
40.3K
$2.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.52K+ 3.34% |
$111K - $122K
|
46.9K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.46K+ 12.1% |
$106K - $117K
|
13.5K
$711K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 12.63% |
$106K - $116K
|
13K
$683K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.45K+ 8.3% |
$106K - $116K
|
18.9K
$996K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 7.29% |
$106K - $116K
|
21.3K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 17.06% |
$106K - $116K
|
9.93K
$523K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.37% |
$105K - $115K
|
14.1K
$743K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 9.91% |
$105K - $115K
|
15.9K
$837K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.42K+ 36.58% |
$104K - $114K
|
5.3K
$279K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.41K+ 0.76% |
$103K - $112K
|
187K
$9.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 48.28% |
$102K - $112K
|
4.3K
$226K
|
|
|
Nov 15, 2021
Q3 2021
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.4K+ 7.13% |
$102K - $112K
|
21K
$1.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.39K+ 1.86% |
$102K - $111K
|
76.1K
$4M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.36K+ 15.83% |
$99.1K - $109K
|
9.93K
$523K
|
|
|
Nov 12, 2021
Q3 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.35K+ 133.89% |
$98.7K - $108K
|
2.36K
$124K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
1.32K+ 6.68% |
$96.6K - $106K
|
21.1K
$1.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
1.32K+ 440.13% |
$96.1K - $105K
|
1.62K
$85K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29K+ 46.38% |
$94.4K - $104K
|
4.08K
$215K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.28K+ 10.19% |
$93.8K - $103K
|
13.9K
$730K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.27K+ 24.28% |
$93K - $102K
|
6.52K
$343K
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.25K+ 4.0% |
$91.4K - $100K
|
32.5K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
1.22K+ 13.6% |
$89.1K - $97.7K
|
10.2K
$536K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
1.2K+ 19.5% |
$87.3K - $95.7K
|
7.33K
$386K
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.18K+ 2.93% |
$86.3K - $94.6K
|
41.5K
$2.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.14K+ 18.0% |
$83.1K - $91.1K
|
7.46K
$393K
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.11K+ 1.84% |
$81.1K - $88.9K
|
61.4K
$3.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 7.19% |
$80K - $87.7K
|
16.3K
$859K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.09K+ 4.89% |
$79.4K - $87K
|
23.3K
$1.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.06K+ 19.03% |
$77.4K - $84.9K
|
6.63K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.05K+ 76.57% |
$76.4K - $83.7K
|
2.41K
$127K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.04K+ 14.01% |
$75.7K - $83K
|
8.44K
$444K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 1.72% |
$74.3K - $81.5K
|
60.1K
$3.16M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
980+ 15.07% |
$71.6K - $78.4K
|
7.49K
$394K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
970+ 0.28% |
$70.8K - $77.6K
|
352K
$18.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
962+ 2.1% |
$70.2K - $77K
|
46.9K
$2.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
960+ 11.42% |
$70.1K - $76.8K
|
9.36K
$493K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
960+ 9.39% |
$70.1K - $76.8K
|
11.2K
$589K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
942+ 5.31% |
$68.8K - $75.4K
|
18.7K
$984K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
936+ 5.45% |
$68.3K - $74.9K
|
18.1K
$953K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
922+ 3.5% |
$67.3K - $73.8K
|
27.3K
$1.44M
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
914+ 32.64% |
$66.7K - $73.2K
|
3.71K
$195K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
912+ 10.82% |
$66.6K - $73K
|
9.34K
$492K
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
904+ 6.43% |
$66K - $72.4K
|
15K
$787K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
900+ 28.09% |
$65.7K - $72K
|
4.1K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
880+ 1.8% |
$64.3K - $70.4K
|
49.7K
$2.62M
|