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 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
40+ 1.07% |
$2.83K - $3.14K
|
3.76K
$202K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
36New |
$2.55K - $2.83K
|
36
$1.93K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
30+ 0.37% |
$2.13K - $2.36K
|
8.11K
$434K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
29+ 0.77% |
$2.05K - $2.28K
|
3.81K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
29New |
$2.05K - $2.28K
|
29
$1.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
29+ 7.29% |
$2.05K - $2.28K
|
427
$22.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
27+ 7.26% |
$1.91K - $2.12K
|
399
$21.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.84% |
$1.84K - $2.04K
|
3.11K
$167K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24+ 0.91% |
$1.7K - $1.89K
|
2.66K
$142K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
24New |
$1.7K - $1.89K
|
24
$1.29K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20New |
$1.42K - $1.57K
|
20
$1.07K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20New |
$1.42K - $1.57K
|
20
$1.07K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.56% |
$1.42K - $1.57K
|
3.61K
$194K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
19+ 0.57% |
$1.35K - $1.49K
|
3.33K
$179K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 0.79% |
$1.2K - $1.34K
|
2.17K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.55% |
$1.13K - $1.26K
|
2.93K
$157K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
16+ 0.32% |
$1.13K - $1.26K
|
5.02K
$269K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
15New |
$1.06K - $1.18K
|
15
$804
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
15+ 0.06% |
$1.06K - $1.18K
|
24.2K
$1.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
14+ 0.02% |
$992 - $1.1K
|
76.7K
$4.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.46% |
$921 - $1.02K
|
2.83K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.45% |
$921 - $1.02K
|
2.89K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
13+ 0.25% |
$921 - $1.02K
|
5.27K
$283K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$921 - $1.02K
|
5.17K
$277K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 6.12% |
$850 - $943
|
208
$11.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12+ 0.27% |
$850 - $943
|
4.41K
$236K
|
|
|
Jan 11, 2022
Q4 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
11+ 0.12% |
$779 - $864
|
9.08K
$487K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
11+ 0.15% |
$779 - $864
|
7.34K
$393K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
11+ 84.62% |
$779 - $864
|
24
$1.29K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.78% |
$779 - $864
|
1.43K
$76.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10+ 0.34% |
$709 - $786
|
2.96K
$158K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10+ 0.05% |
$709 - $786
|
20.5K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 0.34% |
$638 - $707
|
2.67K
$143K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.79% |
$567 - $629
|
1.03K
$55K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.72% |
$567 - $629
|
1.12K
$60.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$496 - $550
|
4.82K
$258K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
$425 - $471
|
2.44K
$131K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.24% |
$354 - $393
|
2.06K
$111K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
5+ 0.03% |
$354 - $393
|
19.5K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5+ 0.15% |
$354 - $393
|
3.35K
$180K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.16% |
$354 - $393
|
3.19K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.65% |
$354 - $393
|
776
$41.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.11% |
$283 - $314
|
3.74K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4New |
$283 - $314
|
4
$214
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4+ 0.72% |
$283 - $314
|
556
$29.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
3+ 0.01% |
$213 - $236
|
25.5K
$1.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.03% |
$142 - $157
|
7.75K
$415K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$142 - $157
|
5.03K
$270K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.04% |
$142 - $157
|
195
$10.5K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.95% |
$142 - $157
|
212
$11.4K
|