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 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
242+ 4.34% |
$17.1K - $19K
|
5.82K
$312K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
238+ 0.91% |
$16.9K - $18.7K
|
26.3K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
238+ 0.68% |
$16.9K - $18.7K
|
35.4K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
234+ 2.51% |
$16.6K - $18.4K
|
9.54K
$511K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
232+ 1.42% |
$16.4K - $18.2K
|
16.6K
$887K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
230+ 3.47% |
$16.3K - $18.1K
|
6.86K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
224+ 3.76% |
$15.9K - $17.6K
|
6.18K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
212+ 0.67% |
$15K - $16.7K
|
32.1K
$1.72M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
210New |
$14.9K - $16.5K
|
210
$11.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
206+ 0.51% |
$14.6K - $16.2K
|
40.3K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
205+ 1.18% |
$14.5K - $16.1K
|
17.5K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
203+ 0.48% |
$14.4K - $15.9K
|
42.9K
$2.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
202+ 72.4% |
$14.3K - $15.9K
|
481
$25.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
200+ 5.01% |
$14.2K - $15.7K
|
4.19K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$14.2K - $15.7K
|
200
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200New |
$14.2K - $15.7K
|
200
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 4.58% |
$14K - $15.5K
|
4.5K
$241K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
195+ 4.81% |
$13.8K - $15.3K
|
4.25K
$228K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
178+ 0.38% |
$12.6K - $14K
|
47.1K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
172+ 3.03% |
$12.2K - $13.5K
|
5.85K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
167New |
$11.8K - $13.1K
|
167
$8.95K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
165+ 26.4% |
$11.7K - $13K
|
790
$42.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
157+ 2.56% |
$11.1K - $12.3K
|
6.3K
$338K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
155+ 0.64% |
$11K - $12.2K
|
24.4K
$1.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
152New |
$10.8K - $11.9K
|
152
$8.15K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
150+ 1.83% |
$10.6K - $11.8K
|
8.33K
$446K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
150+ 3.64% |
$10.6K - $11.8K
|
4.28K
$229K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150+ 1.83% |
$10.6K - $11.8K
|
8.33K
$446K
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
135+ 1.44% |
$9.56K - $10.6K
|
9.48K
$508K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
134+ 2.16% |
$9.49K - $10.5K
|
6.33K
$339K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
134+ 3.56% |
$9.49K - $10.5K
|
3.9K
$209K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
133+ 0.21% |
$9.42K - $10.4K
|
63.1K
$3.38M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
133New |
$9.42K - $10.4K
|
133
$7.13K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
130+ 26.58% |
$9.21K - $10.2K
|
619
$33.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
129+ 2.68% |
$9.14K - $10.1K
|
4.95K
$265K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 4.44% |
$9.14K - $10.1K
|
3.04K
$163K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
129+ 1.41% |
$9.14K - $10.1K
|
9.29K
$498K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
128+ 0.35% |
$9.07K - $10.1K
|
36.3K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127New |
$9K - $9.98K
|
127
$6.81K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
126+ 1.05% |
$8.93K - $9.9K
|
12.1K
$650K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125+ 4.15% |
$8.86K - $9.82K
|
3.14K
$168K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
125New |
$8.86K - $9.82K
|
125
$6.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
123+ 5.1% |
$8.71K - $9.66K
|
2.54K
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
118+ 1.05% |
$8.36K - $9.27K
|
11.3K
$608K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
115+ 0.85% |
$8.15K - $9.04K
|
13.7K
$733K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110+ 42.64% |
$7.79K - $8.64K
|
368
$19.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
109+ 0.55% |
$7.72K - $8.56K
|
19.8K
$1.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 2.88% |
$7.72K - $8.56K
|
3.9K
$209K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
109+ 2.76% |
$7.72K - $8.56K
|
4.06K
$218K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109New |
$7.72K - $8.56K
|
109
$5.84K
|