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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
434+ 10.5% |
$30.7K - $34.1K
|
4.57K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
432+ 9.33% |
$30.6K - $33.9K
|
5.06K
$267K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
428+ 4.29% |
$30.3K - $33.6K
|
10.4K
$548K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
420+ 9.89% |
$29.8K - $33K
|
4.67K
$246K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
415+ 0.7% |
$29.4K - $32.6K
|
59.4K
$3.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
414+ 0.34% |
$29.3K - $32.5K
|
124K
$6.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
414+ 9.87% |
$29.3K - $32.5K
|
4.61K
$243K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
414+ 2.47% |
$29.3K - $32.5K
|
17.2K
$903K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
413+ 9.13% |
$29.3K - $32.4K
|
4.94K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
412New |
$29.2K - $32.4K
|
412
$21.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
405+ 12.79% |
$28.7K - $31.8K
|
3.57K
$188K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
405+ 2.3% |
$28.7K - $31.8K
|
18K
$949K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
398New |
$28.2K - $31.3K
|
398
$20.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
395+ 0.66% |
$28K - $31K
|
60.5K
$3.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
395+ 4.29% |
$28K - $31K
|
9.61K
$506K
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
390+ 12.62% |
$27.6K - $30.6K
|
3.48K
$183K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
385+ 210.38% |
$27.3K - $30.2K
|
568
$29.9K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
380New |
$26.9K - $29.9K
|
380
$20K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
376+ 7.46% |
$26.6K - $29.5K
|
5.41K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
375+ 3.7% |
$26.6K - $29.5K
|
10.5K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
365+ 3.5% |
$25.9K - $28.7K
|
10.8K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
354+ 34.88% |
$25.1K - $27.8K
|
1.37K
$72.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
352+ 1.27% |
$24.9K - $27.7K
|
28K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
349New |
$24.7K - $27.4K
|
349
$18.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
347+ 11.75% |
$24.6K - $27.3K
|
3.3K
$174K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
341+ 2.34% |
$24.2K - $26.8K
|
14.9K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
337+ 4.39% |
$23.9K - $26.5K
|
8.02K
$422K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
336+ 6.77% |
$23.8K - $26.4K
|
5.3K
$279K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
BUY
|
- |
334+ 2.04% |
$23.7K - $26.2K
|
16.7K
$881K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
327+ 0.8% |
$23.2K - $25.7K
|
41.1K
$2.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
325+ 4.89% |
$23K - $25.5K
|
6.97K
$367K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
300+ 5.64% |
$21.3K - $23.6K
|
5.62K
$296K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
300+ 5.74% |
$21.3K - $23.6K
|
5.52K
$291K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
300+ 7.39% |
$21.3K - $23.6K
|
4.36K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.21% |
$21.3K - $23.6K
|
146K
$7.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
295+ 8.82% |
$20.9K - $23.2K
|
3.64K
$192K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
294+ 323.08% |
$20.8K - $23.1K
|
385
$20.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
290New |
$20.5K - $22.8K
|
290
$15.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
287+ 1.22% |
$20.3K - $22.5K
|
23.8K
$1.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
283+ 5.78% |
$20.1K - $22.2K
|
5.18K
$273K
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
280New |
$19.8K - $22K
|
280
$14.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
275+ 2115.38% |
$19.5K - $21.6K
|
288
$15.2K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
274New |
$19.4K - $21.5K
|
274
$14.4K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
270+ 0.62% |
$19.1K - $21.2K
|
43.6K
$2.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
270New |
$19.1K - $21.2K
|
270
$14.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
263New |
$18.6K - $20.7K
|
263
$13.8K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
256+ 0.8% |
$18.1K - $20.1K
|
32.1K
$1.69M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
256New |
$18.1K - $20.1K
|
256
$13.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
250New |
$17.7K - $19.6K
|
250
$13.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
243New |
$17.2K - $19.1K
|
243
$12.8K
|