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 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-231- 4.48% |
$16.4K - $18.1K
|
4.93K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-237- 4.53% |
$16.8K - $18.6K
|
5K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-239Closed |
$16.9K - $18.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-249- 4.76% |
$17.6K - $19.6K
|
4.98K
$267K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-250- 71.43% |
$17.7K - $19.6K
|
100
$5.36K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-250- 4.07% |
$17.7K - $19.6K
|
5.89K
$315K
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-250Closed |
$17.7K - $19.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250- 1.21% |
$17.7K - $19.6K
|
20.5K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-254- 0.95% |
$18K - $20K
|
26.4K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-257- 6.34% |
$18.2K - $20.2K
|
3.8K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-260- 3.57% |
$18.4K - $20.4K
|
7.02K
$376K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-260- 0.44% |
$18.4K - $20.4K
|
59.4K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-262- 2.98% |
$18.6K - $20.6K
|
8.52K
$456K
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
SELL
|
- |
-265- 2.51% |
$18.8K - $20.8K
|
10.3K
$551K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-265- 4.99% |
$18.8K - $20.8K
|
5.05K
$271K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-266- 2.99% |
$18.8K - $20.9K
|
8.63K
$463K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-268- 0.56% |
$19K - $21.1K
|
47.9K
$2.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-270- 2.47% |
$19.1K - $21.2K
|
10.7K
$572K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-273- 5.29% |
$19.3K - $21.4K
|
4.88K
$262K
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
SELL
|
- |
-275- 26.37% |
$19.5K - $21.6K
|
768
$41.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-283- 9.53% |
$20.1K - $22.2K
|
2.69K
$144K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-284- 4.0% |
$20.1K - $22.3K
|
6.82K
$366K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-293- 1.86% |
$20.8K - $23K
|
15.4K
$828K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-300- 5.45% |
$21.3K - $23.6K
|
5.2K
$279K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 5.04% |
$21.3K - $23.6K
|
5.65K
$303K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-300- 4.26% |
$21.3K - $23.6K
|
6.75K
$362K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-302- 8.42% |
$21.4K - $23.7K
|
3.28K
$176K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-306- 4.34% |
$21.7K - $24K
|
6.75K
$361K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-314- 4.0% |
$22.2K - $24.7K
|
7.54K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-325- 0.46% |
$23K - $25.5K
|
69.9K
$3.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-326- 0.33% |
$23.1K - $25.6K
|
98.1K
$5.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-329- 1.28% |
$23.3K - $25.8K
|
25.5K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-342- 4.51% |
$24.2K - $26.9K
|
7.23K
$388K
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-347- 4.07% |
$24.6K - $27.3K
|
8.17K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-347- 3.9% |
$24.6K - $27.3K
|
8.55K
$458K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-349- 79.32% |
$24.7K - $27.4K
|
91
$4.88K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-350- 5.25% |
$24.8K - $27.5K
|
6.31K
$338K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-353- 2.3% |
$25K - $27.7K
|
15K
$805K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-360- 1.32% |
$25.5K - $28.3K
|
26.9K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-360- 1.93% |
$25.5K - $28.3K
|
18.3K
$980K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-362- 1.86% |
$25.6K - $28.4K
|
19.1K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-365- 5.0% |
$25.9K - $28.7K
|
6.94K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-371- 1.33% |
$26.3K - $29.1K
|
27.5K
$1.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-376- 5.0% |
$26.6K - $29.5K
|
7.15K
$383K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-376- 3.38% |
$26.6K - $29.5K
|
10.7K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-380- 7.01% |
$26.9K - $29.9K
|
5.04K
$270K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-383Closed |
$27.1K - $30.1K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-385- 11.5% |
$27.3K - $30.2K
|
2.96K
$159K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-389- 3.23% |
$27.6K - $30.6K
|
11.7K
$625K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-393- 9.63% |
$27.8K - $30.9K
|
3.69K
$198K
|