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 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-347- 0.04% |
$24K - $29.7K
|
774K
$42.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-348- 1.43% |
$24.1K - $29.8K
|
24K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-350- 2.31% |
$24.2K - $30K
|
14.8K
$808K
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-350- 1.81% |
$24.2K - $30K
|
19K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-360- 0.95% |
$24.9K - $30.8K
|
37.4K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-369- 0.95% |
$25.5K - $31.6K
|
38.3K
$2.09M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-380- 0.6% |
$26.3K - $32.5K
|
62.8K
$3.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-381- 28.75% |
$26.3K - $32.6K
|
944
$51.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-381- 1.97% |
$26.3K - $32.6K
|
18.9K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-383- 2.33% |
$26.5K - $32.8K
|
16K
$876K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-384- 9.06% |
$26.5K - $32.9K
|
3.85K
$210K
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-394- 0.31% |
$27.2K - $33.7K
|
127K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-397- 3.95% |
$27.4K - $34K
|
9.64K
$527K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-409- 1.36% |
$28.3K - $35K
|
29.8K
$1.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-410- 8.32% |
$28.3K - $35.1K
|
4.52K
$247K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-410- 2.92% |
$28.3K - $35.1K
|
13.6K
$745K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-411- 5.17% |
$28.4K - $35.2K
|
7.55K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-430- 3.85% |
$29.7K - $36.8K
|
10.7K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-443- 11.39% |
$30.6K - $37.9K
|
3.45K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-461- 0.02% |
$31.9K - $39.5K
|
2.13M
$116M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-463- 9.17% |
$32K - $39.7K
|
4.59K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-465- 4.62% |
$32.1K - $39.8K
|
9.61K
$524K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-480- 12.94% |
$33.2K - $41.1K
|
3.23K
$176K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-485- 3.51% |
$33.5K - $41.5K
|
13.3K
$728K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-488- 8.39% |
$33.7K - $41.8K
|
5.33K
$291K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-491- 10.21% |
$33.9K - $42.1K
|
4.32K
$236K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-492- 1.13% |
$34K - $42.1K
|
43.2K
$2.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 8.36% |
$34.6K - $42.8K
|
5.48K
$299K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-500- 9.07% |
$34.6K - $42.8K
|
5.01K
$274K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-500- 48.4% |
$34.6K - $42.8K
|
533
$29.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-509- 3.62% |
$35.2K - $43.6K
|
13.6K
$740K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-514- 8.09% |
$35.5K - $44K
|
5.84K
$319K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-514- 1.99% |
$35.5K - $44K
|
25.4K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-525- 8.39% |
$36.3K - $45K
|
5.73K
$313K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
SELL
|
- |
-529- 53.76% |
$36.6K - $45.3K
|
455
$24.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-531- 2.88% |
$36.7K - $45.5K
|
17.9K
$979K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-535- 0.64% |
$37K - $45.8K
|
82.5K
$4.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-541- 23.77% |
$37.4K - $46.3K
|
1.74K
$94.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-543- 3.34% |
$37.5K - $46.5K
|
15.7K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-544- 3.93% |
$37.6K - $46.6K
|
13.3K
$727K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-548- 2.12% |
$37.9K - $46.9K
|
25.3K
$1.38M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.68% |
$38K - $47.1K
|
5.79K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-565- 1.69% |
$39K - $48.4K
|
32.9K
$1.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-571- 50.18% |
$39.5K - $48.9K
|
567
$31K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-579- 20.4% |
$40K - $49.6K
|
2.26K
$123K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-582- 0.25% |
$40.2K - $49.8K
|
229K
$12.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-588- 74.81% |
$40.6K - $50.4K
|
198
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-592- 5.32% |
$40.9K - $50.7K
|
10.5K
$575K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-656- 1.47% |
$45.3K - $56.2K
|
43.9K
$2.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-662- 14.92% |
$45.8K - $56.7K
|
3.78K
$206K
|