Purchases and Sales Made in Q4 2021 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
685+ 7.48% |
$48.5K - $53.8K
|
9.84K
$527K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
682+ 17.18% |
$48.3K - $53.6K
|
4.65K
$249K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
681+ 2.2% |
$48.2K - $53.5K
|
31.7K
$1.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
677+ 1.29% |
$48K - $53.2K
|
53.1K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
662+ 5.42% |
$46.9K - $52K
|
12.9K
$690K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
655+ 4.64% |
$46.4K - $51.5K
|
14.8K
$791K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
648+ 18.38% |
$45.9K - $50.9K
|
4.17K
$224K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
646+ 1.89% |
$45.8K - $50.8K
|
34.9K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
641+ 3.58% |
$45.4K - $50.4K
|
18.5K
$994K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
640+ 5.59% |
$45.3K - $50.3K
|
12.1K
$648K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
639+ 0.69% |
$45.3K - $50.2K
|
93.8K
$5.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
631+ 6.0% |
$44.7K - $49.6K
|
11.2K
$598K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
627+ 0.08% |
$44.4K - $49.3K
|
750K
$40.2M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
621+ 39.01% |
$44K - $48.8K
|
2.21K
$119K
|
|
|
Feb 07, 2022
Q4 2021
|
Ninepoint Partners LP
|
BUY
|
- |
604+ 6.65% |
$42.8K - $47.5K
|
9.69K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
601+ 3.82% |
$42.6K - $47.2K
|
16.3K
$876K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
597New |
$42.3K - $46.9K
|
597
$32K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
585+ 1.27% |
$41.4K - $46K
|
46.6K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
584+ 19.68% |
$41.4K - $45.9K
|
3.55K
$190K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
578New |
$41K - $45.4K
|
578
$31K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
575+ 8.57% |
$40.7K - $45.2K
|
7.29K
$390K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
563+ 44.54% |
$39.9K - $44.2K
|
1.83K
$97.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
559+ 14.94% |
$39.6K - $43.9K
|
4.3K
$230K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
559New |
$39.6K - $43.9K
|
559
$30K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
554+ 3.0% |
$39.3K - $43.5K
|
19K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
553New |
$39.2K - $43.4K
|
553
$29.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
550+ 13.99% |
$39K - $43.2K
|
4.48K
$240K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
540+ 3.34% |
$38.3K - $42.4K
|
16.7K
$895K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
531+ 9.19% |
$37.6K - $41.7K
|
6.31K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
524New |
$37.1K - $41.2K
|
524
$28.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
518+ 2.53% |
$36.7K - $40.7K
|
21K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
518+ 0.5% |
$36.7K - $40.7K
|
105K
$5.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
514+ 9.84% |
$36.4K - $40.4K
|
5.74K
$307K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
513New |
$36.3K - $40.3K
|
513
$27.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
501+ 7.37% |
$35.5K - $39.4K
|
7.3K
$391K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.99% |
$35.4K - $39.3K
|
50.8K
$2.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
500+ 14.6% |
$35.4K - $39.3K
|
3.92K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 0.1% |
$35.4K - $39.3K
|
504K
$27M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
500+ 0.69% |
$35.4K - $39.3K
|
72.6K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
500+ 13.29% |
$35.4K - $39.3K
|
4.26K
$228K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
496+ 7.11% |
$35.1K - $39K
|
7.48K
$401K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
491+ 0.7% |
$34.8K - $38.6K
|
71K
$3.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
487+ 33.59% |
$34.5K - $38.3K
|
1.94K
$104K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
486+ 5.28% |
$34.4K - $38.2K
|
9.69K
$519K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
485+ 3.43% |
$34.4K - $38.1K
|
14.6K
$783K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
482+ 15.73% |
$34.1K - $37.9K
|
3.55K
$190K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
479+ 1.45% |
$33.9K - $37.6K
|
33.4K
$1.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
477+ 8.88% |
$33.8K - $37.5K
|
5.85K
$314K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
466New |
$33K - $36.6K
|
466
$25K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
435+ 4.45% |
$30.8K - $34.2K
|
10.2K
$547K
|