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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
36+ 0.54% |
$2.49K - $3.08K
|
6.72K
$363K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
36+ 0.7% |
$2.49K - $3.08K
|
5.19K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
36+ 0.03% |
$2.49K - $3.08K
|
104K
$5.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
35+ 0.04% |
$2.42K - $3K
|
81.1K
$4.38M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
35+ 0.04% |
$2.42K - $3K
|
81.1K
$4.38M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
34+ 1.21% |
$2.35K - $2.91K
|
2.84K
$154K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 2.13% |
$2.28K - $2.83K
|
1.58K
$85.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
33+ 0.89% |
$2.28K - $2.83K
|
3.75K
$203K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
32+ 23.19% |
$2.21K - $2.74K
|
170
$9.19K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
32+ 0.61% |
$2.21K - $2.74K
|
5.28K
$285K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31+ 0.18% |
$2.14K - $2.66K
|
17.3K
$937K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 0.67% |
$2.14K - $2.66K
|
4.66K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
31+ 0.58% |
$2.14K - $2.66K
|
5.35K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31+ 0.53% |
$2.14K - $2.66K
|
5.89K
$318K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
30+ 0.98% |
$2.07K - $2.57K
|
3.1K
$167K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
30+ 0.55% |
$2.07K - $2.57K
|
5.46K
$295K
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
30+ 0.07% |
$2.07K - $2.57K
|
40.9K
$2.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
29+ 0.37% |
$2K - $2.48K
|
7.84K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
29+ 0.19% |
$2K - $2.48K
|
15.1K
$815K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
27+ 0.62% |
$1.87K - $2.31K
|
4.39K
$237K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
27+ 0.81% |
$1.87K - $2.31K
|
3.36K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.55% |
$1.87K - $2.31K
|
4.9K
$265K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.82% |
$1.8K - $2.23K
|
3.19K
$172K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
25+ 0.12% |
$1.73K - $2.14K
|
20.2K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 0.39% |
$1.73K - $2.14K
|
6.39K
$345K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
24+ 0.03% |
$1.66K - $2.06K
|
75.7K
$4.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
24+ 0.62% |
$1.66K - $2.06K
|
3.87K
$209K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
22+ 0.17% |
$1.52K - $1.88K
|
12.7K
$685K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
21+ 0.47% |
$1.45K - $1.8K
|
4.51K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
21+ 0.16% |
$1.45K - $1.8K
|
13.2K
$712K
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
20+ 0.59% |
$1.38K - $1.71K
|
3.39K
$183K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19New |
$1.31K - $1.63K
|
19
$1.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
19+ 0.3% |
$1.31K - $1.63K
|
6.36K
$344K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 3.76% |
$1.04K - $1.28K
|
414
$22.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 0.15% |
$1.04K - $1.28K
|
10.2K
$550K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14+ 0.85% |
$968 - $1.2K
|
1.65K
$89.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 2.07% |
$968 - $1.2K
|
690
$37.3K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
13New |
$898 - $1.11K
|
13
$702
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 6.47% |
$898 - $1.11K
|
214
$11.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
13+ 0.4% |
$898 - $1.11K
|
3.25K
$176K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
13New |
$898 - $1.11K
|
13
$702
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 4.89% |
$898 - $1.11K
|
279
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13+ 0.33% |
$898 - $1.11K
|
3.96K
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12+ 0.14% |
$829 - $1.03K
|
8.85K
$478K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$829 - $1.03K
|
12
$648
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$691 - $857
|
2.07K
$112K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 0.62% |
$691 - $857
|
1.62K
$87.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8+ 0.18% |
$553 - $685
|
4.42K
$239K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$553 - $685
|
5.31K
$287K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 233.33% |
$484 - $600
|
10
$540
|