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 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-24- 0.07% |
$1.66K - $2.06K
|
34.8K
$1.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-26- 0.32% |
$1.8K - $2.23K
|
8.03K
$438K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-26- 0.29% |
$1.8K - $2.23K
|
9.03K
$493K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26- 0.32% |
$1.8K - $2.23K
|
8.03K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27- 0.94% |
$1.87K - $2.31K
|
2.86K
$156K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-29- 0.23% |
$2K - $2.48K
|
12.8K
$698K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-29- 0.6% |
$2K - $2.48K
|
4.84K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-29- 5.15% |
$2K - $2.48K
|
534
$29.2K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-30- 0.14% |
$2.07K - $2.57K
|
21.5K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-31- 0.62% |
$2.14K - $2.66K
|
4.96K
$271K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33- 6.23% |
$2.28K - $2.83K
|
497
$27.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-34- 0.41% |
$2.35K - $2.91K
|
8.19K
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-35- 1.03% |
$2.42K - $3K
|
3.35K
$183K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-36- 0.36% |
$2.49K - $3.08K
|
10.1K
$550K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-38- 0.61% |
$2.63K - $3.25K
|
6.2K
$339K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-39- 1.0% |
$2.7K - $3.34K
|
3.87K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-40- 0.38% |
$2.76K - $3.43K
|
10.5K
$573K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-50- 0.17% |
$3.46K - $4.28K
|
29.1K
$1.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50- 0.96% |
$3.46K - $4.28K
|
5.14K
$281K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.21% |
$3.46K - $4.28K
|
24.1K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-51- 0.12% |
$3.52K - $4.37K
|
41K
$2.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-56- 17.23% |
$3.87K - $4.8K
|
269
$14.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-60- 1.43% |
$4.15K - $5.14K
|
4.13K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60- 0.62% |
$4.15K - $5.14K
|
9.6K
$524K
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-61- 1.66% |
$4.22K - $5.22K
|
3.62K
$198K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 56.52% |
$4.49K - $5.57K
|
50
$2.73K
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-66- 0.3% |
$4.56K - $5.65K
|
21.8K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-69- 0.93% |
$4.77K - $5.91K
|
7.39K
$403K
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-69- 2.14% |
$4.77K - $5.91K
|
3.16K
$172K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-69- 0.37% |
$4.77K - $5.91K
|
18.7K
$1.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-70- 5.3% |
$4.84K - $6K
|
1.25K
$68.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-70- 1.33% |
$4.84K - $6K
|
5.2K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-73Closed |
$5.05K - $6.25K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Fruth Investment Management
|
SELL
|
- |
-75- 0.75% |
$5.18K - $6.42K
|
9.98K
$545K
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.76% |
$5.18K - $6.42K
|
9.77K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-80- 1.69% |
$5.53K - $6.85K
|
4.65K
$254K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-84- 0.46% |
$5.81K - $7.19K
|
18.2K
$993K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-84- 0.3% |
$5.81K - $7.19K
|
27.9K
$1.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-88- 0.31% |
$6.08K - $7.54K
|
28.5K
$1.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-90- 2.19% |
$6.22K - $7.71K
|
4.03K
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-90- 2.1% |
$6.22K - $7.71K
|
4.2K
$229K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-93- 1.39% |
$6.43K - $7.97K
|
6.61K
$361K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-94- 2.35% |
$6.5K - $8.05K
|
3.9K
$213K
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-95- 1.31% |
$6.57K - $8.14K
|
7.13K
$389K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-96- 1.0% |
$6.63K - $8.22K
|
9.55K
$521K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-97- 46.19% |
$6.7K - $8.31K
|
113
$6.17K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.68% |
$6.91K - $8.57K
|
14.5K
$793K
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 2.98% |
$6.91K - $8.57K
|
3.25K
$178K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-100- 0.93% |
$6.91K - $8.57K
|
10.6K
$581K
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-100- 0.69% |
$6.91K - $8.57K
|
14.4K
$786K
|