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 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-670- 3.46% |
$46.3K - $57.4K
|
18.7K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-680- 3.2% |
$47K - $58.2K
|
20.6K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-683- 9.98% |
$47.2K - $58.5K
|
6.16K
$336K
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-692- 9.04% |
$47.8K - $59.3K
|
6.96K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-701- 0.08% |
$48.4K - $60K
|
851K
$46.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-702- 0.85% |
$48.5K - $60.1K
|
81.8K
$4.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-705- 1.63% |
$48.7K - $60.4K
|
42.5K
$2.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-717- 18.35% |
$49.6K - $61.4K
|
3.19K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-734- 18.6% |
$50.7K - $62.9K
|
3.21K
$175K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-736- 12.93% |
$50.9K - $63K
|
4.96K
$271K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-746- 31.58% |
$51.6K - $63.9K
|
1.62K
$88.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-748- 4.09% |
$51.7K - $64.1K
|
17.5K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-748- 5.24% |
$51.7K - $64.1K
|
13.5K
$738K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-790- 21.3% |
$54.6K - $67.7K
|
2.92K
$159K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-791- 16.52% |
$54.7K - $67.7K
|
4K
$218K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-800- 7.15% |
$55.3K - $68.5K
|
10.4K
$567K
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-803- 2.49% |
$55.5K - $68.8K
|
31.5K
$1.72M
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-819- 2.17% |
$56.6K - $70.1K
|
36.9K
$2.01M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-832- 15.41% |
$57.5K - $71.3K
|
4.57K
$249K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-832- 10.37% |
$57.5K - $71.3K
|
7.19K
$393K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-847- 9.21% |
$58.5K - $72.5K
|
8.35K
$456K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-850- 5.94% |
$58.7K - $72.8K
|
13.5K
$735K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-870- 1.41% |
$60.1K - $74.5K
|
61K
$3.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-870- 1.09% |
$60.1K - $74.5K
|
79.2K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-925- 3.32% |
$63.9K - $79.2K
|
26.9K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-955- 2.2% |
$66K - $81.8K
|
42.4K
$2.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-965- 8.33% |
$66.7K - $82.7K
|
10.6K
$580K
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-966- 2.67% |
$66.8K - $82.7K
|
35.2K
$1.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-967- 9.6% |
$66.8K - $82.8K
|
9.11K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-969- 6.3% |
$67K - $83K
|
14.4K
$787K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-975- 1.26% |
$67.4K - $83.5K
|
76.5K
$4.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-980- 9.04% |
$67.7K - $83.9K
|
9.86K
$538K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-983- 5.46% |
$67.9K - $84.2K
|
17K
$930K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-993- 28.31% |
$68.6K - $85.1K
|
2.52K
$137K
|
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 2.04% |
$69.1K - $85.7K
|
48K
$2.62M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1K- 23.23% |
$69.1K - $85.7K
|
3.3K
$180K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 1.13% |
$69.3K - $85.9K
|
88K
$4.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.01K- 16.62% |
$69.5K - $86.2K
|
5.05K
$276K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.01K- 1.09% |
$70K - $86.8K
|
91.8K
$5.01M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-1.03K- 20.09% |
$71.2K - $88.2K
|
4.1K
$224K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.04K- 8.91% |
$71.5K - $88.6K
|
10.6K
$578K
|
|
|
Oct 18, 2024
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.04K- 2.62% |
$71.5K - $88.6K
|
38.5K
$2.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 2.68% |
$72.7K - $90.1K
|
38.2K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.08K- 16.53% |
$74.9K - $92.8K
|
5.47K
$299K
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.1K- 0.94% |
$75.7K - $93.8K
|
115K
$6.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.1K- 0.03% |
$76K - $94.2K
|
3.51M
$192M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
SELL
|
- |
-1.1K- 8.71% |
$76.2K - $94.4K
|
11.6K
$631K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 22.94% |
$78K - $96.6K
|
3.79K
$207K
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.17K- 0.09% |
$80.8K - $100K
|
1.28M
$70M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.17K- 18.54% |
$81K - $100K
|
5.15K
$281K
|