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 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-128- 0.86% |
$9.07K - $10.1K
|
14.8K
$791K
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-129- 4.28% |
$9.14K - $10.1K
|
2.89K
$155K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-133- 4.55% |
$9.42K - $10.4K
|
2.79K
$149K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-133- 16.92% |
$9.42K - $10.4K
|
653
$35K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-135- 3.31% |
$9.56K - $10.6K
|
3.94K
$211K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-136- 20.67% |
$9.64K - $10.7K
|
522
$28K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-136- 1.11% |
$9.64K - $10.7K
|
12.2K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-144- 3.88% |
$10.2K - $11.3K
|
3.57K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-150- 2.98% |
$10.6K - $11.8K
|
4.88K
$261K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-160- 3.02% |
$11.3K - $12.6K
|
5.14K
$276K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-161- 9.11% |
$11.4K - $12.6K
|
1.61K
$86.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-161- 3.58% |
$11.4K - $12.6K
|
4.34K
$233K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-164- 0.31% |
$11.6K - $12.9K
|
52.2K
$2.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-166- 76.15% |
$11.8K - $13K
|
52
$2.79K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-166- 0.68% |
$11.8K - $13K
|
24.3K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-167- 1.51% |
$11.8K - $13.1K
|
10.9K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-167- 5.14% |
$11.8K - $13.1K
|
3.09K
$165K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-168- 1.46% |
$11.9K - $13.2K
|
11.4K
$609K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-175- 0.36% |
$12.4K - $13.7K
|
48.5K
$2.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-176- 3.62% |
$12.5K - $13.8K
|
4.68K
$251K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-180- 3.63% |
$12.8K - $14.1K
|
4.78K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-183Closed |
$13K - $14.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-184- 4.68% |
$13K - $14.5K
|
3.75K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-184- 5.98% |
$13K - $14.5K
|
2.89K
$155K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-185- 2.08% |
$13.1K - $14.5K
|
8.73K
$468K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-186- 0.41% |
$13.2K - $14.6K
|
45.2K
$2.42M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-196- 2.35% |
$13.9K - $15.4K
|
8.15K
$437K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-198- 5.86% |
$14K - $15.6K
|
3.18K
$170K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-198- 25.75% |
$14K - $15.6K
|
571
$30.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 1.6% |
$14.2K - $15.7K
|
12.3K
$661K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-200- 4.92% |
$14.2K - $15.7K
|
3.87K
$207K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-200- 2.59% |
$14.2K - $15.7K
|
7.53K
$403K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-200- 6.03% |
$14.2K - $15.7K
|
3.12K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 1.05% |
$14.2K - $15.7K
|
18.9K
$1.01M
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-200- 2.05% |
$14.2K - $15.7K
|
9.58K
$513K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-201- 3.6% |
$14.2K - $15.8K
|
5.38K
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-203- 6.62% |
$14.4K - $15.9K
|
2.86K
$153K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-204Closed |
$14.5K - $16K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-207- 5.45% |
$14.7K - $16.3K
|
3.59K
$192K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-207- 5.87% |
$14.7K - $16.3K
|
3.32K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-210- 1.55% |
$14.9K - $16.5K
|
13.3K
$713K
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-212- 1.52% |
$15K - $16.7K
|
13.7K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-220- 3.67% |
$15.6K - $17.3K
|
5.77K
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-221- 14.39% |
$15.7K - $17.4K
|
1.32K
$70.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-221- 1.99% |
$15.7K - $17.4K
|
10.9K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-225- 17.43% |
$15.9K - $17.7K
|
1.07K
$57.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-226- 1.01% |
$16K - $17.8K
|
22.1K
$1.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-227- 8.02% |
$16.1K - $17.8K
|
2.6K
$140K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-228- 1.31% |
$16.2K - $17.9K
|
17.2K
$923K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-229- 3.94% |
$16.2K - $18K
|
5.59K
$300K
|