Purchases and Sales Made in Q3 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 2022. 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 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
395+ 2.22% |
$27.3K - $33.8K
|
18.2K
$977K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
389+ 6.36% |
$26.9K - $33.3K
|
6.51K
$349K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
378+ 0.17% |
$26.1K - $32.4K
|
218K
$11.7M
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
359+ 11.79% |
$24.8K - $30.7K
|
3.4K
$183K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
352+ 3.53% |
$24.3K - $30.1K
|
10.3K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
350+ 12.18% |
$24.2K - $30K
|
3.22K
$173K
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
343+ 2.24% |
$23.7K - $29.4K
|
15.7K
$842K
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
341+ 3.53% |
$23.6K - $29.2K
|
9.99K
$536K
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
338+ 4.1% |
$23.4K - $28.9K
|
8.58K
$460K
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
338+ 8.65% |
$23.4K - $28.9K
|
4.24K
$228K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 4.45% |
$23.2K - $28.8K
|
7.89K
$423K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
334+ 4.95% |
$23.1K - $28.6K
|
7.09K
$380K
|
|
Oct 25, 2022
Q3 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
333+ 0.93% |
$23K - $28.5K
|
36.3K
$1.95M
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
330+ 3.9% |
$22.8K - $28.3K
|
8.79K
$472K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
326+ 30.64% |
$22.5K - $27.9K
|
1.39K
$74.6K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
322+ 2.34% |
$22.3K - $27.6K
|
14.1K
$756K
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
317+ 3.26% |
$21.9K - $27.2K
|
10K
$539K
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
315+ 1.15% |
$21.8K - $27K
|
27.8K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
314+ 157.0% |
$21.7K - $26.9K
|
514
$27.6K
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
310+ 2.23% |
$21.4K - $26.6K
|
14.2K
$763K
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
309+ 3.5% |
$21.4K - $26.5K
|
9.14K
$490K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
308+ 2.8% |
$21.3K - $26.4K
|
11.3K
$606K
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
301+ 0.65% |
$20.8K - $25.8K
|
46.7K
$2.51M
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
300+ 6.37% |
$20.7K - $25.7K
|
5.01K
$269K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
296+ 1.64% |
$20.5K - $25.4K
|
18.3K
$981K
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
294+ 1.58% |
$20.3K - $25.2K
|
18.9K
$1.01M
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
293+ 8.38% |
$20.2K - $25.1K
|
3.79K
$203K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
293+ 199.32% |
$20.2K - $25.1K
|
440
$23.6K
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
282+ 0.55% |
$19.5K - $24.2K
|
51.1K
$2.74M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
277+ 1.21% |
$19.1K - $23.7K
|
23.2K
$1.25M
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
276+ 2.09% |
$19.1K - $23.6K
|
13.5K
$724K
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
275+ 1.26% |
$19K - $23.6K
|
22.1K
$1.19M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
275+ 2.78% |
$19K - $23.6K
|
10.2K
$545K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
268+ 8.1% |
$18.5K - $23K
|
3.58K
$192K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
264+ 0.12% |
$18.2K - $22.6K
|
222K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
257+ 7.78% |
$17.8K - $22K
|
3.56K
$191K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
255+ 9.45% |
$17.6K - $21.8K
|
2.95K
$159K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
252+ 22.32% |
$17.4K - $21.6K
|
1.38K
$74.1K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
250+ 29.17% |
$17.3K - $21.4K
|
1.11K
$59.4K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
249+ 9.4% |
$17.2K - $21.3K
|
2.9K
$156K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
245+ 0.26% |
$16.9K - $21K
|
96K
$5.15M
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
245+ 1.3% |
$16.9K - $21K
|
19.1K
$1.03M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
239+ 1.79% |
$16.5K - $20.5K
|
13.6K
$729K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
229+ 7.85% |
$15.8K - $19.6K
|
3.15K
$169K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
227+ 3.15% |
$15.7K - $19.4K
|
7.43K
$399K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
226+ 3.83% |
$15.6K - $19.4K
|
6.13K
$329K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
223+ 0.67% |
$15.4K - $19.1K
|
33.7K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
222New |
$15.3K - $19K
|
222
$11.9K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
215+ 2.22% |
$14.9K - $18.4K
|
9.9K
$531K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
212+ 1.93% |
$14.7K - $18.2K
|
11.2K
$599K
|