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 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-395- 2.93% |
$28K - $31K
|
13.1K
$701K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-398- 3.17% |
$28.2K - $31.3K
|
12.1K
$651K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-399- 9.22% |
$28.3K - $31.3K
|
3.93K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-400- 1.96% |
$28.3K - $31.4K
|
20K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 1.38% |
$28.3K - $31.4K
|
28.6K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
SELL
|
- |
-405- 8.56% |
$28.7K - $31.8K
|
4.33K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-406- 12.06% |
$28.8K - $31.9K
|
2.96K
$159K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-410- 3.92% |
$29K - $32.2K
|
10.1K
$539K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-413- 2.28% |
$29.3K - $32.4K
|
17.7K
$949K
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-415- 0.55% |
$29.4K - $32.6K
|
75.1K
$4.03M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-417- 11.79% |
$29.5K - $32.8K
|
3.12K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-421- 3.79% |
$29.8K - $33.1K
|
10.7K
$573K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-424- 5.98% |
$30K - $33.3K
|
6.67K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-425- 6.19% |
$30.1K - $33.4K
|
6.45K
$345K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-430- 2.92% |
$30.5K - $33.8K
|
14.3K
$766K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-431- 7.46% |
$30.5K - $33.9K
|
5.34K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-434- 2.8% |
$30.7K - $34.1K
|
15.1K
$807K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-445- 2.96% |
$31.5K - $35K
|
14.6K
$782K
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-450- 1.23% |
$31.9K - $35.4K
|
36K
$1.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-457- 7.38% |
$32.4K - $35.9K
|
5.73K
$307K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-460- 5.99% |
$32.6K - $36.1K
|
7.22K
$387K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-461Closed |
$32.7K - $36.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-475- 1.93% |
$33.7K - $37.3K
|
24.2K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-481- 8.94% |
$34.1K - $37.8K
|
4.9K
$263K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-484- 14.05% |
$34.3K - $38K
|
2.96K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-486- 4.87% |
$34.4K - $38.2K
|
9.49K
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-492- 8.13% |
$34.9K - $38.7K
|
5.56K
$298K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-496- 19.62% |
$35.1K - $39K
|
2.03K
$109K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-497- 3.69% |
$35.2K - $39K
|
13K
$695K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-499- 17.37% |
$35.4K - $39.2K
|
2.37K
$127K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 5.43% |
$35.4K - $39.3K
|
8.71K
$467K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-501- 2.62% |
$35.5K - $39.4K
|
18.6K
$999K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-507- 10.36% |
$35.9K - $39.8K
|
4.39K
$235K
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-510- 5.77% |
$36.1K - $40.1K
|
8.34K
$447K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-517- 4.76% |
$36.6K - $40.6K
|
10.3K
$555K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-518- 2.38% |
$36.7K - $40.7K
|
21.2K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-525- 4.43% |
$37.2K - $41.2K
|
11.3K
$607K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-526- 3.56% |
$37.3K - $41.3K
|
14.3K
$764K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-536- 10.97% |
$38K - $42.1K
|
4.35K
$233K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-544- 12.98% |
$38.5K - $42.7K
|
3.65K
$195K
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-548- 62.77% |
$38.8K - $43.1K
|
325
$17.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-559- 0.41% |
$39.6K - $43.9K
|
136K
$7.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-560- 14.65% |
$39.7K - $44K
|
3.26K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-560- 7.09% |
$39.7K - $44K
|
7.34K
$393K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-560- 50.0% |
$39.7K - $44K
|
560
$30K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-565- 3.55% |
$40K - $44.4K
|
15.3K
$822K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-568- 17.31% |
$40.2K - $44.6K
|
2.71K
$145K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-574- 0.04% |
$40.7K - $45.1K
|
1.31M
$70.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-579- 10.54% |
$41K - $45.5K
|
4.91K
$263K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-580- 5.87% |
$41.1K - $45.6K
|
9.3K
$499K
|