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
|
Sky Investment Group LLC
|
BUY
|
- |
867+ 2.23% |
$63.3K - $69.4K
|
39.8K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
853New |
$62.3K - $68.3K
|
853
$44.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
850+ 9.16% |
$62.1K - $68K
|
10.1K
$533K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
844+ 13.93% |
$61.6K - $67.6K
|
6.91K
$363K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
838+ 23.47% |
$61.2K - $67.1K
|
4.41K
$232K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
824New |
$60.2K - $66K
|
824
$43.4K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
816+ 8.08% |
$59.6K - $65.3K
|
10.9K
$575K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
810+ 11.7% |
$59.1K - $64.8K
|
7.73K
$407K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
805+ 0.76% |
$58.8K - $64.4K
|
106K
$5.58M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
800New |
$58.4K - $64K
|
800
$42.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
800+ 27.0% |
$58.4K - $64K
|
3.76K
$198K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
793+ 2.65% |
$57.9K - $63.5K
|
30.7K
$1.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
785+ 19.14% |
$57.3K - $62.8K
|
4.89K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
771+ 25.38% |
$56.3K - $61.7K
|
3.81K
$200K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
770+ 12.77% |
$56.2K - $61.6K
|
6.8K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
766+ 24.19% |
$55.9K - $61.3K
|
3.93K
$207K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
761+ 3.63% |
$55.6K - $60.9K
|
21.8K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
758+ 0.09% |
$55.3K - $60.7K
|
811K
$42.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
755+ 18.4% |
$55.1K - $60.4K
|
4.86K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
755+ 7.22% |
$55.1K - $60.4K
|
11.2K
$590K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
751+ 0.61% |
$54.8K - $60.1K
|
124K
$6.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
729+ 3.55% |
$53.2K - $58.4K
|
21.3K
$1.12M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
720+ 4.62% |
$52.6K - $57.6K
|
16.3K
$858K
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
718+ 1.07% |
$52.4K - $57.5K
|
67.8K
$3.57M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
710+ 4.2% |
$51.8K - $56.8K
|
17.6K
$927K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
708+ 7.64% |
$51.7K - $56.7K
|
9.98K
$525K
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
700+ 5.4% |
$51.1K - $56K
|
13.7K
$719K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
692+ 12.7% |
$50.5K - $55.4K
|
6.14K
$323K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
684+ 21.05% |
$49.9K - $54.8K
|
3.93K
$207K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
683+ 45.56% |
$49.9K - $54.7K
|
2.18K
$115K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
665+ 6.76% |
$48.6K - $53.2K
|
10.5K
$553K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
662+ 9.19% |
$48.3K - $53K
|
7.87K
$414K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
657+ 4.47% |
$48K - $52.6K
|
15.3K
$808K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
649New |
$47.4K - $52K
|
649
$34.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
639+ 13.11% |
$46.7K - $51.2K
|
5.52K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
616+ 13.41% |
$45K - $49.3K
|
5.21K
$274K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
609+ 17.69% |
$44.5K - $48.8K
|
4.05K
$213K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
601+ 6.32% |
$43.9K - $48.1K
|
10.1K
$532K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
600+ 60.91% |
$43.8K - $48K
|
1.59K
$83.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
595+ 3.21% |
$43.4K - $47.6K
|
19.1K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
583+ 7.01% |
$42.6K - $46.7K
|
8.9K
$468K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
574New |
$41.9K - $45.9K
|
574
$30.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
564+ 1.96% |
$41.2K - $45.1K
|
29.4K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
555+ 9.64% |
$40.5K - $44.4K
|
6.32K
$332K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
555+ 11.7% |
$40.5K - $44.4K
|
5.3K
$279K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
517+ 1.15% |
$37.8K - $41.4K
|
45.4K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
517+ 7.14% |
$37.8K - $41.4K
|
7.76K
$409K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
517+ 0.52% |
$37.8K - $41.4K
|
100K
$5.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
512+ 6.76% |
$37.4K - $41K
|
8.08K
$425K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
500+ 10.82% |
$36.5K - $40K
|
5.12K
$270K
|