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 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
211+ 8.76% |
$14.6K - $18.1K
|
2.62K
$142K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
210+ 2.13% |
$14.5K - $18K
|
10K
$543K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
210+ 2.33% |
$14.5K - $18K
|
9.22K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
208+ 0.25% |
$14.4K - $17.8K
|
84K
$4.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
BUY
|
- |
203+ 1.0% |
$14K - $17.4K
|
20.4K
$1.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200+ 40.9% |
$13.8K - $17.1K
|
689
$37.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
200+ 3.36% |
$13.8K - $17.1K
|
6.15K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 6.25% |
$13.8K - $17.1K
|
3.4K
$184K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
198+ 2.7% |
$13.7K - $17K
|
7.53K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
198+ 5.09% |
$13.7K - $17K
|
4.09K
$221K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
192+ 2.44% |
$13.3K - $16.4K
|
8.05K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
190+ 0.45% |
$13.1K - $16.3K
|
42.6K
$2.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
183+ 0.97% |
$12.6K - $15.7K
|
19K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
180New |
$12.4K - $15.4K
|
180
$9.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
177+ 5.13% |
$12.2K - $15.2K
|
3.62K
$196K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
175+ 3500.0% |
$12.1K - $15K
|
180
$9.73K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
172+ 10.65% |
$11.9K - $14.7K
|
1.79K
$96.6K
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
170+ 5.4% |
$11.7K - $14.6K
|
3.32K
$179K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
170+ 85.0% |
$11.7K - $14.6K
|
370
$20K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
169+ 0.98% |
$11.7K - $14.5K
|
17.4K
$939K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
166+ 6.43% |
$11.5K - $14.2K
|
2.75K
$148K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
166+ 5.58% |
$11.5K - $14.2K
|
3.14K
$170K
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
165+ 0.33% |
$11.4K - $14.1K
|
50.7K
$2.74M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
157New |
$10.9K - $13.4K
|
157
$8.48K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
150+ 32.61% |
$10.4K - $12.8K
|
610
$33K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
150+ 10.17% |
$10.4K - $12.8K
|
1.63K
$87.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
150+ 2.55% |
$10.4K - $12.8K
|
6.04K
$326K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
150+ 4.83% |
$10.4K - $12.8K
|
3.25K
$176K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
148+ 23.53% |
$10.2K - $12.7K
|
777
$42K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
145New |
$10K - $12.4K
|
145
$7.83K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
144+ 0.23% |
$9.95K - $12.3K
|
63.8K
$3.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
135+ 0.99% |
$9.33K - $11.6K
|
13.8K
$746K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
135+ 12.39% |
$9.33K - $11.6K
|
1.23K
$66.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
129+ 1.76% |
$8.92K - $11K
|
7.47K
$404K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
128+ 1.07% |
$8.85K - $11K
|
12.1K
$652K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
124+ 4.45% |
$8.57K - $10.6K
|
2.91K
$157K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124+ 4.29% |
$8.57K - $10.6K
|
3.02K
$163K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
120+ 0.42% |
$8.29K - $10.3K
|
28.4K
$1.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
119+ 0.39% |
$8.22K - $10.2K
|
30.4K
$1.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
114+ 1.16% |
$7.88K - $9.76K
|
9.97K
$539K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
112+ 466.67% |
$7.74K - $9.59K
|
136
$7.35K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
112+ 3.64% |
$7.74K - $9.59K
|
3.19K
$172K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
111+ 1.14% |
$7.67K - $9.51K
|
9.88K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
111+ 0.66% |
$7.67K - $9.51K
|
17K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
111+ 3.84% |
$7.67K - $9.51K
|
3K
$162K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
107+ 22.06% |
$7.39K - $9.16K
|
592
$32K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
106+ 2.07% |
$7.33K - $9.08K
|
5.24K
$283K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
103+ 0.68% |
$7.12K - $8.82K
|
15.3K
$827K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
103+ 0.68% |
$7.12K - $8.82K
|
15.3K
$827K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
100+ 0.79% |
$6.91K - $8.57K
|
12.8K
$690K
|