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
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.45K- 91.83% |
$169K - $210K
|
218
$11.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.48K- 8.38% |
$171K - $212K
|
27.1K
$1.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.49K- 9.05% |
$172K - $213K
|
25K
$1.36M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.56KClosed |
$177K - $219K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 22.96% |
$178K - $220K
|
8.64K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.6K- 4.69% |
$180K - $223K
|
52.9K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.61K- 1.05% |
$181K - $224K
|
245K
$13.4M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.61K- 1.05% |
$181K - $224K
|
245K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.63K- 16.33% |
$182K - $225K
|
13.5K
$736K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.66K- 16.34% |
$184K - $227K
|
13.6K
$742K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.68K- 4.59% |
$185K - $229K
|
55.7K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.89K- 6.08% |
$199K - $247K
|
44.6K
$2.43M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.95KClosed |
$204K - $253K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.96K- 0.65% |
$205K - $254K
|
451K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.97K- 23.53% |
$205K - $254K
|
9.66K
$527K
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.97K- 4.65% |
$205K - $255K
|
60.9K
$3.33M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3KClosed |
$207K - $257K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.12K- 11.29% |
$215K - $267K
|
24.5K
$1.34M
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.4K- 7.58% |
$235K - $291K
|
41.5K
$2.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-3.57K- 27.59% |
$247K - $306K
|
9.37K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.57K- 6.58% |
$247K - $306K
|
50.7K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.68K- 30.66% |
$254K - $315K
|
8.32K
$454K
|
|
|
Nov 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.74K- 0.45% |
$258K - $320K
|
824K
$45M
|
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-3.9K- 90.07% |
$270K - $334K
|
430
$23.5K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4KClosed |
$276K - $343K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-4.02K- 51.04% |
$278K - $344K
|
3.86K
$211K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.17K- 48.43% |
$288K - $357K
|
4.44K
$242K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.48K- 21.0% |
$310K - $384K
|
16.9K
$920K
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
SELL
|
- |
-4.65K- 3.31% |
$321K - $398K
|
136K
$7.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.69K- 13.18% |
$324K - $402K
|
30.9K
$1.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.72K- 26.73% |
$326K - $404K
|
12.9K
$706K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4.85K- 29.16% |
$335K - $415K
|
11.8K
$643K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.95K- 0.41% |
$342K - $424K
|
1.21M
$66.3M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.05K- 9.02% |
$349K - $433K
|
50.9K
$2.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.18K- 37.35% |
$358K - $443K
|
8.68K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.2K- 7.24% |
$359K - $445K
|
66.6K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.24K- 0.81% |
$362K - $449K
|
640K
$34.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-5.41K- 6.65% |
$374K - $464K
|
75.9K
$4.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.45K- 3.58% |
$376K - $466K
|
147K
$8.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.55K- 1.13% |
$384K - $476K
|
487K
$26.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.61K- 49.19% |
$388K - $481K
|
5.8K
$317K
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-5.64K- 0.58% |
$390K - $483K
|
960K
$52.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.68K- 5.83% |
$392K - $486K
|
91.8K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-5.69K- 2.93% |
$393K - $487K
|
188K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6K- 48.31% |
$415K - $514K
|
6.42K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.11K- 42.2% |
$422K - $523K
|
8.37K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.27K- 54.63% |
$433K - $537K
|
5.21K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.35K- 0.32% |
$439K - $544K
|
1.96M
$107M
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.45K- 0.47% |
$446K - $553K
|
1.35M
$74M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.57K- 14.47% |
$454K - $563K
|
38.8K
$2.12M
|