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 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1+ 0.58% |
$70.9 - $78.6
|
173
$9.27K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.08% |
$70.9 - $78.6
|
1.33K
$71.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1+ 0.01% |
$70.9 - $78.6
|
12.4K
$666K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.4% |
$70.9 - $78.6
|
252
$13.5K
|
|
|
Jan 06, 2022
Q4 2021
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.48% |
$70.9 - $78.6
|
209
$11.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$142 - $157
|
9.39K
$503K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.01% |
$142 - $157
|
26K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2Closed |
$142 - $157
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2Closed |
$142 - $157
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.09% |
$213 - $236
|
3.37K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4- -0.0% |
$283 - $314
|
138K
$7.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5- 0.11% |
$354 - $393
|
4.63K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5- 0.18% |
$354 - $393
|
2.81K
$151K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 0.32% |
$425 - $471
|
1.87K
$100K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7- 0.1% |
$496 - $550
|
6.74K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.11% |
$496 - $550
|
6.57K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-9- 0.14% |
$638 - $707
|
6.51K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9- 0.05% |
$638 - $707
|
19.4K
$1.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10- 0.33% |
$709 - $786
|
3.05K
$164K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-11- 0.08% |
$779 - $864
|
13.7K
$735K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11- 0.35% |
$779 - $864
|
3.1K
$166K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 4.17% |
$850 - $943
|
276
$14.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-12- 0.23% |
$850 - $943
|
5.16K
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-13- 0.12% |
$921 - $1.02K
|
11K
$592K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-13- 0.23% |
$921 - $1.02K
|
5.71K
$306K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 2.19% |
$992 - $1.1K
|
624
$33.4K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 1.06% |
$1.06K - $1.18K
|
1.41K
$75.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-16- 8.16% |
$1.13K - $1.26K
|
180
$9.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18- 0.52% |
$1.28K - $1.41K
|
3.41K
$183K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-23Closed |
$1.63K - $1.81K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-24- 0.43% |
$1.7K - $1.89K
|
5.54K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-24- 0.7% |
$1.7K - $1.89K
|
3.38K
$181K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25- 0.34% |
$1.77K - $1.96K
|
7.44K
$398K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-25Closed |
$1.77K - $1.96K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-27- 1.16% |
$1.91K - $2.12K
|
2.3K
$123K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 0.74% |
$1.91K - $2.12K
|
3.62K
$194K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-27- 0.3% |
$1.91K - $2.12K
|
8.95K
$480K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-28- 0.45% |
$1.98K - $2.2K
|
6.2K
$332K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-30- 0.83% |
$2.13K - $2.36K
|
3.58K
$192K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 6.61% |
$2.13K - $2.36K
|
424
$22.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 0.16% |
$2.13K - $2.36K
|
18.3K
$983K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-31- 0.79% |
$2.2K - $2.44K
|
3.9K
$209K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-33- 12.99% |
$2.34K - $2.59K
|
221
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$2.48K - $2.75K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-36- 0.64% |
$2.55K - $2.83K
|
5.62K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-37- 1.43% |
$2.62K - $2.91K
|
2.55K
$137K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-39- 0.03% |
$2.76K - $3.06K
|
146K
$7.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-40- 1.33% |
$2.83K - $3.14K
|
2.97K
$159K
|