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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41- 0.03% |
$2.9K - $3.22K
|
146K
$7.82M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42- 1.18% |
$2.98K - $3.3K
|
3.51K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45- 1.2% |
$3.19K - $3.54K
|
3.69K
$198K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45- 1.2% |
$3.19K - $3.54K
|
3.69K
$198K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-46Closed |
$3.26K - $3.61K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-47- 0.71% |
$3.33K - $3.69K
|
6.56K
$351K
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 1.69% |
$3.54K - $3.93K
|
2.92K
$156K
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-50- 33.33% |
$3.54K - $3.93K
|
100
$5.36K
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-52- 1.02% |
$3.68K - $4.09K
|
5.04K
$270K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-52- 0.74% |
$3.68K - $4.09K
|
6.97K
$374K
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-57- 1.45% |
$4.04K - $4.48K
|
3.88K
$208K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-58- 0.4% |
$4.11K - $4.56K
|
14.3K
$769K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-61- 1.17% |
$4.32K - $4.79K
|
5.15K
$276K
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-70- 2.33% |
$4.96K - $5.5K
|
2.93K
$157K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-73Closed |
$5.17K - $5.74K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-74- 0.94% |
$5.24K - $5.81K
|
7.79K
$418K
|
|
Jan 10, 2022
Q4 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-75- 0.47% |
$5.31K - $5.89K
|
15.9K
$853K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-75- 1.15% |
$5.31K - $5.89K
|
6.45K
$345K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-76- 0.85% |
$5.38K - $5.97K
|
8.86K
$475K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-76- 0.17% |
$5.38K - $5.97K
|
43.7K
$2.34M
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-76- 0.54% |
$5.38K - $5.97K
|
14K
$751K
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-84- 0.48% |
$5.95K - $6.6K
|
17.3K
$926K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-85- 2.94% |
$6.02K - $6.68K
|
2.81K
$151K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-86- 0.26% |
$6.09K - $6.76K
|
32.7K
$1.75M
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-87- 11.95% |
$6.16K - $6.84K
|
641
$34.4K
|
|
Feb 14, 2022
Q4 2021
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-90- 2.57% |
$6.38K - $7.07K
|
3.41K
$183K
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-91- 0.17% |
$6.45K - $7.15K
|
54.2K
$2.91M
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-92Closed |
$6.52K - $7.23K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-94- 18.95% |
$6.66K - $7.39K
|
402
$21.5K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-95- 8.35% |
$6.73K - $7.46K
|
1.04K
$55.9K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-97- 12.28% |
$6.87K - $7.62K
|
693
$37.1K
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-99- 2.0% |
$7.01K - $7.78K
|
4.84K
$260K
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.84% |
$7.08K - $7.86K
|
11.8K
$634K
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.37% |
$7.08K - $7.86K
|
27K
$1.44M
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-100- 1.74% |
$7.08K - $7.86K
|
5.63K
$302K
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 0.45% |
$7.08K - $7.86K
|
22K
$1.18M
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 50.0% |
$7.08K - $7.86K
|
100
$5.36K
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 1.65% |
$7.08K - $7.86K
|
5.95K
$319K
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.06% |
$7.08K - $7.86K
|
9.38K
$502K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-104- 2.66% |
$7.37K - $8.17K
|
3.8K
$204K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-107- 3.32% |
$7.58K - $8.41K
|
3.12K
$167K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-108- 95.58% |
$7.65K - $8.49K
|
5
$268
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-114- 3.07% |
$8.08K - $8.96K
|
3.6K
$193K
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-115- 2.27% |
$8.15K - $9.04K
|
4.95K
$265K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-116Closed |
$8.22K - $9.11K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-116- 50.0% |
$8.22K - $9.11K
|
116
$6.22K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-118- 1.7% |
$8.36K - $9.27K
|
6.83K
$366K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-118- 4.25% |
$8.36K - $9.27K
|
2.66K
$142K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-120- 1.16% |
$8.5K - $9.43K
|
10.3K
$550K
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-124- 1.63% |
$8.79K - $9.74K
|
7.51K
$402K
|