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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.6K+ 128.47% |
$249K - $308K
|
6.4K
$350K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
3.56K+ 7.42% |
$246K - $305K
|
51.5K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.54K+ 5.49% |
$245K - $303K
|
68K
$3.72M
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.53K+ 0.74% |
$244K - $302K
|
480K
$26.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.49K+ 12.18% |
$241K - $299K
|
32.1K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.49K+ 100.0% |
$241K - $299K
|
6.97K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.48K+ 3.92% |
$241K - $298K
|
92.2K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.39K+ 10.43% |
$234K - $291K
|
35.9K
$1.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Oak Thistle LLC
|
BUY
|
- |
3.36KNew |
$232K - $288K
|
3.36K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.32K+ 28.32% |
$229K - $284K
|
15K
$823K
|
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
3.3KNew |
$228K - $283K
|
3.3K
$181K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.28KNew |
$227K - $281K
|
3.28K
$180K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.28K+ 19.93% |
$227K - $281K
|
19.7K
$1.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.2KNew |
$221K - $274K
|
3.2K
$175K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.2K+ 8.93% |
$221K - $274K
|
39K
$2.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.19K+ 1.35% |
$221K - $274K
|
239K
$13.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.15K+ 2.19% |
$217K - $270K
|
147K
$8.03M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.12K+ 104.56% |
$216K - $267K
|
6.11K
$334K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.12K+ 1.65% |
$215K - $267K
|
193K
$10.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.11KNew |
$215K - $266K
|
3.11K
$170K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.09K+ 49.96% |
$213K - $265K
|
9.27K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.09K+ 26.35% |
$213K - $265K
|
14.8K
$811K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.08K+ 5.66% |
$213K - $263K
|
57.5K
$3.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
3K+ 4.05% |
$207K - $257K
|
77.1K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.97K+ 78.11% |
$205K - $254K
|
6.76K
$370K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.93K+ 1345.87% |
$203K - $251K
|
3.15K
$173K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.86K+ 17.22% |
$198K - $245K
|
19.5K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.83KNew |
$196K - $242K
|
2.83K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.83K+ 18.92% |
$195K - $242K
|
17.8K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.81K+ 5.46% |
$194K - $241K
|
54.3K
$2.97M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 31.65% |
$193K - $239K
|
11.6K
$635K
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
2.76K+ 9.17% |
$191K - $237K
|
32.9K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.75K+ 2.25% |
$190K - $235K
|
125K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.74K+ 57.71% |
$189K - $235K
|
7.49K
$410K
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.71K+ 6.31% |
$187K - $232K
|
45.7K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.7K+ 26.83% |
$187K - $231K
|
12.8K
$699K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
2.63K+ 28.92% |
$182K - $225K
|
11.7K
$642K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.62KNew |
$181K - $224K
|
2.62K
$143K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.6K+ 20.24% |
$180K - $223K
|
15.5K
$846K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.59K+ 5.0% |
$179K - $222K
|
54.5K
$2.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.53K+ 46.93% |
$175K - $217K
|
7.93K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.48K+ 6.79% |
$172K - $213K
|
39.1K
$2.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.47K+ 8.77% |
$171K - $212K
|
30.6K
$1.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
2.47K+ 31.92% |
$170K - $211K
|
10.2K
$558K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.46K+ 4.31% |
$170K - $210K
|
59.4K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.45K+ 0.6% |
$170K - $210K
|
410K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.44K+ 13.56% |
$168K - $209K
|
20.4K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.42K+ 1.11% |
$168K - $208K
|
221K
$12.1M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.42K+ 1.11% |
$168K - $208K
|
221K
$12.1M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.42K+ 1.11% |
$168K - $208K
|
221K
$12.1M
|