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 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100New |
$6.91K - $8.57K
|
100
$5.4K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
100New |
$6.91K - $8.57K
|
100
$5.4K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
97+ 2.5% |
$6.7K - $8.31K
|
3.98K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
95+ 0.25% |
$6.57K - $8.14K
|
38.6K
$2.08M
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
90+ 0.45% |
$6.22K - $7.71K
|
20.1K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
90+ 1.23% |
$6.22K - $7.71K
|
7.42K
$401K
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
89+ 3.15% |
$6.15K - $7.62K
|
2.92K
$158K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
89+ 0.47% |
$6.15K - $7.62K
|
19.1K
$1.03M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
87+ 1.83% |
$6.01K - $7.45K
|
4.83K
$261K
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.29% |
$5.87K - $7.28K
|
29.7K
$1.6M
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
85+ 2.3% |
$5.87K - $7.28K
|
3.77K
$204K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
84+ 4.16% |
$5.81K - $7.19K
|
2.1K
$114K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
83+ 1.48% |
$5.74K - $7.11K
|
5.71K
$309K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 9.6% |
$5.6K - $6.94K
|
925
$50K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
78+ 1.78% |
$5.39K - $6.68K
|
4.45K
$240K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
78+ 96.3% |
$5.39K - $6.68K
|
159
$8.59K
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
77+ 1.02% |
$5.32K - $6.6K
|
7.64K
$413K
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
75+ 1.93% |
$5.18K - $6.42K
|
3.96K
$214K
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
75+ 0.62% |
$5.18K - $6.42K
|
12.2K
$660K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 0.24% |
$4.98K - $6.17K
|
29.7K
$1.61M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
70+ 2.38% |
$4.84K - $6K
|
3.01K
$163K
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
68+ 0.84% |
$4.7K - $5.82K
|
8.18K
$442K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
67+ 2.24% |
$4.63K - $5.74K
|
3.06K
$165K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
65+ 1.81% |
$4.49K - $5.57K
|
3.67K
$198K
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
64+ 0.63% |
$4.42K - $5.48K
|
10.2K
$549K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
63New |
$4.35K - $5.4K
|
63
$3.4K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
60+ 0.39% |
$4.15K - $5.14K
|
15.5K
$835K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 13.51% |
$4.15K - $5.14K
|
504
$27.2K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
59New |
$4.08K - $5.05K
|
59
$3.19K
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
58+ 0.24% |
$4.01K - $4.97K
|
23.8K
$1.28M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
57+ 5.43% |
$3.94K - $4.88K
|
1.11K
$59.8K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
56+ 1.05% |
$3.87K - $4.8K
|
5.4K
$292K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
56+ 17.39% |
$3.87K - $4.8K
|
378
$20.4K
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
55+ 0.62% |
$3.8K - $4.71K
|
8.99K
$486K
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
54+ 1.67% |
$3.73K - $4.63K
|
3.28K
$177K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
54+ 0.74% |
$3.73K - $4.63K
|
7.33K
$396K
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
54+ 1.67% |
$3.73K - $4.63K
|
3.28K
$177K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51+ 0.45% |
$3.52K - $4.37K
|
11.3K
$609K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 6.21% |
$3.46K - $4.28K
|
855
$46.2K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
50+ 1.06% |
$3.46K - $4.28K
|
4.77K
$258K
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
49+ 0.83% |
$3.39K - $4.2K
|
5.96K
$322K
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
49+ 1.43% |
$3.39K - $4.2K
|
3.47K
$188K
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
48+ 0.62% |
$3.32K - $4.11K
|
7.83K
$423K
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
47+ 0.9% |
$3.25K - $4.03K
|
5.25K
$283K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
45+ 0.22% |
$3.11K - $3.85K
|
20.2K
$1.09M
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 8.18% |
$2.83K - $3.51K
|
542
$29.3K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40+ 1.35% |
$2.76K - $3.43K
|
3K
$162K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
40+ 0.23% |
$2.76K - $3.43K
|
17.1K
$925K
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
40+ 13.79% |
$2.76K - $3.43K
|
330
$17.8K
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
39+ 0.42% |
$2.7K - $3.34K
|
9.4K
$508K
|