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
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.09% |
$6.91K - $8.57K
|
9.1K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-100- 1.53% |
$6.91K - $8.57K
|
6.45K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 0.54% |
$6.91K - $8.57K
|
18.3K
$997K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-102- 77.86% |
$7.05K - $8.74K
|
29
$1.58K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-103- 1.68% |
$7.12K - $8.82K
|
6.03K
$329K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-111- 1.42% |
$7.67K - $9.51K
|
7.73K
$422K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-111- 0.31% |
$7.67K - $9.51K
|
35.5K
$1.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-111- 2.04% |
$7.67K - $9.51K
|
5.34K
$292K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-111- 0.08% |
$7.67K - $9.51K
|
132K
$7.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-113- 1.13% |
$7.81K - $9.68K
|
9.87K
$539K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-114- 2.03% |
$7.88K - $9.76K
|
5.51K
$301K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-116- 1.07% |
$8.02K - $9.94K
|
10.7K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120Closed |
$8.29K - $10.3K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-120- 1.66% |
$8.29K - $10.3K
|
7.12K
$389K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-121- 1.04% |
$8.36K - $10.4K
|
11.5K
$630K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-123- 0.28% |
$8.5K - $10.5K
|
44.3K
$2.42M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-124- 6.14% |
$8.57K - $10.6K
|
1.9K
$104K
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-125- 3.49% |
$8.64K - $10.7K
|
3.45K
$188K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-128- 4.08% |
$8.85K - $11K
|
3.01K
$164K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-128- 7.3% |
$8.85K - $11K
|
1.63K
$88.8K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-128- 3.68% |
$8.85K - $11K
|
3.35K
$183K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-130- 2.63% |
$8.98K - $11.1K
|
4.81K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-133- 3.05% |
$9.19K - $11.4K
|
4.22K
$230K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 1.27% |
$9.26K - $11.5K
|
10.4K
$568K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 1.27% |
$9.26K - $11.5K
|
10.4K
$568K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-135- 3.5% |
$9.33K - $11.6K
|
3.72K
$203K
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-135- 0.88% |
$9.33K - $11.6K
|
15.2K
$827K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-143- 33.73% |
$9.88K - $12.2K
|
281
$15.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-147- 1.42% |
$10.2K - $12.6K
|
10.2K
$555K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-149Closed |
$10.3K - $12.8K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 3.47% |
$10.4K - $12.8K
|
4.18K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-150- 26.55% |
$10.4K - $12.8K
|
415
$22.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-155- 2.12% |
$10.7K - $13.3K
|
7.17K
$391K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-159- 1.01% |
$11K - $13.6K
|
15.6K
$850K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-160- 0.28% |
$11.1K - $13.7K
|
58K
$3.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-161- 2.36% |
$11.1K - $13.8K
|
6.66K
$363K
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-165- 0.56% |
$11.4K - $14.1K
|
29.5K
$1.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-166- 2.95% |
$11.5K - $14.2K
|
5.46K
$298K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-166- 2.14% |
$11.5K - $14.2K
|
7.6K
$415K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-166Closed |
$11.5K - $14.2K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-172- 0.12% |
$11.9K - $14.7K
|
142K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-172- 0.39% |
$11.9K - $14.7K
|
44.2K
$2.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-176- 5.28% |
$12.2K - $15.1K
|
3.16K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-177- 1.19% |
$12.2K - $15.2K
|
14.7K
$805K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-178- 8.86% |
$12.3K - $15.2K
|
1.83K
$99.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-181- 1.14% |
$12.5K - $15.5K
|
15.7K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-181- 1.34% |
$12.5K - $15.5K
|
13.3K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-184- 0.11% |
$12.7K - $15.8K
|
163K
$8.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-188- 1.13% |
$13K - $16.1K
|
16.5K
$902K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-189- 18.24% |
$13.1K - $16.2K
|
847
$46.2K
|