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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42K+ 12.69% |
$167K - $207K
|
21.5K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.37KNew |
$164K - $203K
|
2.37K
$129K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.27K+ 13.06% |
$157K - $194K
|
19.7K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.26K+ 13.51% |
$156K - $194K
|
19K
$1.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.25K+ 3.6% |
$155K - $192K
|
64.6K
$3.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.23KNew |
$154K - $191K
|
2.23K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.21K+ 22.51% |
$153K - $189K
|
12K
$658K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.19K+ 24.1% |
$151K - $188K
|
11.3K
$618K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.17K+ 12.12% |
$150K - $185K
|
20K
$1.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.15K+ 5.45% |
$149K - $184K
|
41.6K
$2.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
2.14K+ 6.37% |
$148K - $183K
|
35.7K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13K+ 22.01% |
$147K - $183K
|
11.8K
$647K
|
|
|
Oct 19, 2022
Q3 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
2.12K+ 1.75% |
$147K - $182K
|
123K
$6.75M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.12K+ 7.64% |
$146K - $181K
|
29.8K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.11K+ 6.38% |
$146K - $181K
|
35.1K
$1.92M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$146K - $181K
|
2.11K
$115K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.1K+ 25.99% |
$145K - $180K
|
10.2K
$557K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.06K+ 5.46% |
$142K - $176K
|
39.8K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.05K+ 10.44% |
$141K - $175K
|
21.6K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.04K+ 3.85% |
$141K - $175K
|
55K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04K+ 1.85% |
$141K - $175K
|
112K
$6.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.03KNew |
$140K - $174K
|
2.03K
$111K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.02K+ 4.94% |
$140K - $173K
|
42.9K
$2.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2KNew |
$138K - $171K
|
2K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.99K+ 1.53% |
$138K - $170K
|
132K
$7.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.96K+ 1.84% |
$135K - $168K
|
108K
$5.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.94K+ 5.38% |
$134K - $166K
|
37.9K
$2.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.9K+ 3.7% |
$131K - $163K
|
53.3K
$2.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.9KNew |
$131K - $163K
|
1.9K
$104K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.88K+ 3.94% |
$130K - $161K
|
49.5K
$2.71M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.84K+ 3.0% |
$127K - $158K
|
63.3K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.84K+ 17.65% |
$127K - $158K
|
12.3K
$672K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.82K+ 1.2% |
$126K - $156K
|
154K
$8.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.82K+ 21.2% |
$126K - $156K
|
10.4K
$570K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.82K+ 53.38% |
$126K - $156K
|
5.22K
$286K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.81KNew |
$125K - $155K
|
1.81K
$98.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.81K+ 70.65% |
$125K - $155K
|
4.36K
$239K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.78KNew |
$123K - $152K
|
1.78K
$97.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.78K+ 0.16% |
$123K - $152K
|
1.1M
$60M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 9.96% |
$121K - $150K
|
19.3K
$1.06M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.68K+ 5.19% |
$116K - $144K
|
34K
$1.86M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.67K+ 3.55% |
$115K - $143K
|
48.8K
$2.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.64K+ 59.13% |
$113K - $141K
|
4.42K
$242K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 2.55% |
$113K - $140K
|
65.7K
$3.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.63K+ 11.77% |
$112K - $139K
|
15.4K
$845K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.61K+ 28.45% |
$111K - $138K
|
7.27K
$398K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.61K+ 0.36% |
$111K - $138K
|
443K
$24.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.6K+ 40.18% |
$110K - $137K
|
5.58K
$305K
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.59K+ 43.31% |
$110K - $136K
|
5.25K
$287K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.57K+ 6.45% |
$108K - $134K
|
25.9K
$1.41M
|