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
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
945+ 8.59% |
$65.3K - $80.9K
|
11.9K
$660K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
917+ 1.96% |
$63.4K - $78.5K
|
47.7K
$2.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
896+ 1.66% |
$61.9K - $76.7K
|
54.9K
$3.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
887+ 5.81% |
$61.3K - $76K
|
16.2K
$893K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
882+ 2.13% |
$61K - $75.5K
|
42.4K
$2.34M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
877+ 6.63% |
$60.6K - $75.1K
|
14.1K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
866+ 28.56% |
$59.8K - $74.2K
|
3.9K
$215K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
847+ 3.83% |
$58.5K - $72.5K
|
23K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
832+ 7.27% |
$57.5K - $71.3K
|
12.3K
$678K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
816+ 7.0% |
$56.4K - $69.9K
|
12.5K
$689K
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
815+ 1.61% |
$56.3K - $69.8K
|
51.5K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
810+ 19.55% |
$56K - $69.4K
|
4.95K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
806+ 5.04% |
$55.7K - $69K
|
16.8K
$929K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
803+ 24.52% |
$55.5K - $68.8K
|
4.08K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
779+ 1.06% |
$53.8K - $66.7K
|
74.6K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
778+ 2.45% |
$53.8K - $66.6K
|
32.6K
$1.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
768+ 5.57% |
$53.1K - $65.8K
|
14.6K
$805K
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
768+ 16.4% |
$53.1K - $65.8K
|
5.45K
$301K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
762+ 1.54% |
$52.7K - $65.3K
|
50.3K
$2.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
762+ 2.49% |
$52.7K - $65.3K
|
31.3K
$1.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
744+ 8.6% |
$51.4K - $63.7K
|
9.4K
$520K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
722+ 2.09% |
$49.9K - $61.8K
|
35.3K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
706+ 9.35% |
$48.8K - $60.5K
|
8.26K
$457K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
705+ 1.82% |
$48.7K - $60.4K
|
39.3K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
700+ 1.43% |
$48.4K - $60K
|
49.6K
$2.74M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
700+ 1.43% |
$48.4K - $60K
|
49.6K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
695+ 13.19% |
$48K - $59.5K
|
5.97K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
693+ 12.41% |
$47.9K - $59.4K
|
6.28K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
691+ 26.52% |
$47.8K - $59.2K
|
3.3K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
679+ 13.07% |
$46.9K - $58.2K
|
5.87K
$325K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
671+ 2.05% |
$46.4K - $57.5K
|
33.4K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
670+ 4.55% |
$46.3K - $57.4K
|
15.4K
$851K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
651+ 18.12% |
$45K - $55.8K
|
4.24K
$235K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
650+ 22.71% |
$44.9K - $55.7K
|
3.51K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
649+ 4.43% |
$44.9K - $55.6K
|
15.3K
$845K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
643+ 1.3% |
$44.4K - $55.1K
|
50.1K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
639+ 10.01% |
$44.2K - $54.7K
|
7.02K
$388K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
628+ 7.52% |
$43.4K - $53.8K
|
8.98K
$496K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
628+ 3.43% |
$43.4K - $53.8K
|
18.9K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
627+ 23.89% |
$43.3K - $53.7K
|
3.25K
$180K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
625+ 434.03% |
$43.2K - $53.5K
|
769
$42.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
625+ 2.76% |
$43.2K - $53.5K
|
23.3K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
625+ 17.51% |
$43.2K - $53.5K
|
4.2K
$232K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
620+ 2.33% |
$42.8K - $53.1K
|
27.3K
$1.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
619+ 5.7% |
$42.8K - $53K
|
11.5K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
601+ 12.57% |
$41.5K - $51.5K
|
5.38K
$298K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
599+ 1.95% |
$41.4K - $51.3K
|
31.3K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
599+ 0.13% |
$41.4K - $51.3K
|
469K
$25.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
590+ 5.54% |
$40.8K - $50.5K
|
11.2K
$621K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
583+ 6.78% |
$40.3K - $49.9K
|
9.18K
$507K
|