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 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
109+ 2.76% |
$7.72K - $8.56K
|
4.06K
$230K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109New |
$7.72K - $8.56K
|
109
$6.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
108+ 0.06% |
$7.65K - $8.49K
|
194K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 3.22% |
$7.51K - $8.33K
|
3.39K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
105+ 2.21% |
$7.44K - $8.25K
|
4.86K
$275K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
104+ 2.68% |
$7.37K - $8.17K
|
3.98K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
103+ 3.5% |
$7.3K - $8.09K
|
3.05K
$172K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
101+ 2.78% |
$7.16K - $7.94K
|
3.74K
$211K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
100New |
$7.08K - $7.86K
|
100
$5.65K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
100+ 0.46% |
$7.08K - $7.86K
|
22K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
100+ 1.3% |
$7.08K - $7.86K
|
7.79K
$440K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
100+ 38.46% |
$7.08K - $7.86K
|
360
$20.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 3.17% |
$6.8K - $7.54K
|
3.12K
$176K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
93+ 5.62% |
$6.59K - $7.31K
|
1.75K
$98.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
93+ 1.4% |
$6.59K - $7.31K
|
6.76K
$382K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
90+ 1.31% |
$6.38K - $7.07K
|
6.97K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
90+ 1.96% |
$6.38K - $7.07K
|
4.68K
$264K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
87+ 2.87% |
$6.16K - $6.84K
|
3.12K
$176K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
85+ 2.64% |
$6.02K - $6.68K
|
3.31K
$187K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
85+ 1.07% |
$6.02K - $6.68K
|
8.04K
$455K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
81+ 4.07% |
$5.74K - $6.36K
|
2.07K
$117K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
80+ 6.93% |
$5.67K - $6.29K
|
1.23K
$69.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
79+ 0.58% |
$5.6K - $6.21K
|
13.7K
$777K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
77+ 2.5% |
$5.46K - $6.05K
|
3.16K
$179K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
75+ 16.59% |
$5.31K - $5.89K
|
527
$29.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
73+ 1.82% |
$5.17K - $5.74K
|
4.08K
$230K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
71+ 1.89% |
$5.03K - $5.58K
|
3.83K
$217K
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
68+ 2.22% |
$4.82K - $5.34K
|
3.13K
$177K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
68+ 10.48% |
$4.82K - $5.34K
|
717
$40.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 2.97% |
$4.61K - $5.11K
|
2.25K
$127K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
65+ 2.53% |
$4.61K - $5.11K
|
2.63K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65+ 1.68% |
$4.61K - $5.11K
|
3.92K
$222K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
64+ 0.81% |
$4.53K - $5.03K
|
7.98K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
64New |
$4.53K - $5.03K
|
64
$3.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
63+ 4.27% |
$4.46K - $4.95K
|
1.54K
$87K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
61+ 4.6% |
$4.32K - $4.79K
|
1.39K
$78.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
60New |
$4.25K - $4.71K
|
60
$3.39K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
59New |
$4.18K - $4.64K
|
59
$3.34K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
57+ 2.61% |
$4.04K - $4.48K
|
2.24K
$127K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
53+ 1.78% |
$3.76K - $4.16K
|
3.04K
$172K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51+ 41.8% |
$3.61K - $4.01K
|
173
$9.78K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
51+ 1.17% |
$3.61K - $4.01K
|
4.42K
$250K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
51+ 4.41% |
$3.61K - $4.01K
|
1.21K
$68.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
48+ 0.94% |
$3.4K - $3.77K
|
5.17K
$292K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
48New |
$3.4K - $3.77K
|
48
$2.71K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
48New |
$3.4K - $3.77K
|
48
$2.71K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
47+ 0.82% |
$3.33K - $3.69K
|
5.81K
$328K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 0.49% |
$3.26K - $3.61K
|
9.44K
$534K
|
|
|
Jan 26, 2022
Q4 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
44+ 1.31% |
$3.12K - $3.46K
|
3.39K
$192K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
43New |
$3.05K - $3.38K
|
43
$2.43K
|