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 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-190- 1.81% |
$13.1K - $16.3K
|
10.3K
$564K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-190- 2.32% |
$13.1K - $16.3K
|
8K
$437K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-192- 0.47% |
$13.3K - $16.4K
|
40.6K
$2.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-198- 4.83% |
$13.7K - $17K
|
3.9K
$213K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-198- 1.83% |
$13.7K - $17K
|
10.6K
$579K
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 5.0% |
$13.8K - $17.1K
|
3.8K
$207K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.81% |
$13.8K - $17.1K
|
5.05K
$276K
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-200- 0.15% |
$13.8K - $17.1K
|
137K
$7.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 1.07% |
$13.8K - $17.1K
|
18.5K
$1.01M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 2.11% |
$13.8K - $17.1K
|
9.28K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-209- 1.25% |
$14.4K - $17.9K
|
16.6K
$904K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-213- 1.2% |
$14.7K - $18.2K
|
17.6K
$961K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-215- 3.08% |
$14.9K - $18.4K
|
6.77K
$370K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-215- 0.88% |
$14.9K - $18.4K
|
24.2K
$1.32M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-215- 4.09% |
$14.9K - $18.4K
|
5.05K
$275K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-223- 3.24% |
$15.4K - $19.1K
|
6.66K
$364K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-225- 8.97% |
$15.5K - $19.3K
|
2.28K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-226- 0.86% |
$15.6K - $19.4K
|
26.1K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-234- 3.0% |
$16.2K - $20K
|
7.56K
$413K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-235- 0.4% |
$16.2K - $20.1K
|
58.1K
$3.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-243- 5.43% |
$16.8K - $20.8K
|
4.24K
$231K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-250- 6.22% |
$17.3K - $21.4K
|
3.77K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-250- 2.02% |
$17.3K - $21.4K
|
12.1K
$662K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-262- 5.58% |
$18.1K - $22.4K
|
4.43K
$242K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-262- 11.19% |
$18.1K - $22.4K
|
2.08K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-267- 2.56% |
$18.5K - $22.9K
|
10.2K
$555K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-280- 11.33% |
$19.4K - $24K
|
2.19K
$120K
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-287- 19.77% |
$19.8K - $24.6K
|
1.17K
$63.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-292- 2.57% |
$20.2K - $25K
|
11.1K
$604K
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-295- 5.72% |
$20.4K - $25.3K
|
4.86K
$266K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-295- 2.38% |
$20.4K - $25.3K
|
12.1K
$662K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-296- 6.88% |
$20.5K - $25.4K
|
4.01K
$219K
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-300- 3.45% |
$20.7K - $25.7K
|
8.4K
$459K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-300- 3.15% |
$20.7K - $25.7K
|
9.21K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 1.85% |
$20.7K - $25.7K
|
16K
$871K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300- 78.74% |
$20.7K - $25.7K
|
81
$4.42K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-301- 2.11% |
$20.8K - $25.8K
|
13.9K
$761K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-302- 28.28% |
$20.9K - $25.9K
|
766
$41.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-306- 2.73% |
$21.1K - $26.2K
|
10.9K
$595K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-309- 0.71% |
$21.4K - $26.5K
|
43.2K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-311- 3.35% |
$21.5K - $26.6K
|
8.99K
$491K
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-312- 2.04% |
$21.6K - $26.7K
|
15K
$817K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-314- 5.28% |
$21.7K - $26.9K
|
5.63K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-317- 3.84% |
$21.9K - $27.2K
|
7.94K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-321- 0.99% |
$22.2K - $27.5K
|
32K
$1.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-325- 13.21% |
$22.5K - $27.8K
|
2.14K
$117K
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
SELL
|
- |
-327- 2.77% |
$22.6K - $28K
|
11.5K
$626K
|
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-340- 7.27% |
$23.5K - $29.1K
|
4.34K
$237K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-344- 3.93% |
$23.8K - $29.5K
|
8.41K
$459K
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-345- 1.07% |
$23.8K - $29.5K
|
31.8K
$1.74M
|