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 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-582- 0.32% |
$41.2K - $45.7K
|
179K
$9.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-584- 1.5% |
$41.4K - $45.9K
|
38.4K
$2.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-593- 4.95% |
$42K - $46.6K
|
11.4K
$610K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-594- 3.38% |
$42.1K - $46.7K
|
17K
$909K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-598- 6.79% |
$42.4K - $47K
|
8.22K
$440K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-600- 17.66% |
$42.5K - $47.1K
|
2.8K
$150K
|
|
|
Jan 19, 2022
Q4 2021
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-625- 3.13% |
$44.3K - $49.1K
|
19.4K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-632- 11.67% |
$44.8K - $49.7K
|
4.78K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-633- 4.48% |
$44.8K - $49.7K
|
13.5K
$724K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-637- 5.42% |
$45.1K - $50K
|
11.1K
$596K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-639- 13.52% |
$45.3K - $50.2K
|
4.09K
$219K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-657- 19.72% |
$46.5K - $51.6K
|
2.68K
$143K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-665- 6.68% |
$47.1K - $52.2K
|
9.29K
$498K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-679Closed |
$48.1K - $53.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-681- 4.0% |
$48.2K - $53.5K
|
16.3K
$875K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-681- 0.15% |
$48.2K - $53.5K
|
455K
$24.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-683- 2.24% |
$48.4K - $53.7K
|
29.8K
$1.6M
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-688- 2.61% |
$48.7K - $54.1K
|
25.6K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-688- 3.05% |
$48.7K - $54.1K
|
21.9K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-689- 4.59% |
$48.8K - $54.1K
|
14.3K
$768K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-693- 1.73% |
$49.1K - $54.4K
|
39.3K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-700- 0.85% |
$49.6K - $55K
|
81.3K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-700- 2.3% |
$49.6K - $55K
|
29.7K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-700- 9.98% |
$49.6K - $55K
|
6.32K
$338K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-722Closed |
$51.2K - $56.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-725- 1.12% |
$51.4K - $57K
|
63.9K
$3.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-745- 1.08% |
$52.8K - $58.5K
|
68.2K
$3.65M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-753- 47.51% |
$53.4K - $59.2K
|
832
$44.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-770- 0.99% |
$54.6K - $60.5K
|
76.7K
$4.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-772- 1.8% |
$54.7K - $60.7K
|
42K
$2.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
SELL
|
- |
-781- 7.98% |
$55.3K - $61.4K
|
9.01K
$483K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-781- 23.47% |
$55.3K - $61.4K
|
2.55K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-788- 4.76% |
$55.8K - $61.9K
|
15.8K
$846K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-791- 5.15% |
$56K - $62.1K
|
14.6K
$780K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-800Closed |
$56.7K - $62.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-804- 22.38% |
$57K - $63.2K
|
2.79K
$149K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-805Closed |
$57K - $63.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-808- 4.95% |
$57.2K - $63.5K
|
15.5K
$832K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-824Closed |
$58.4K - $64.7K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-827- 4.69% |
$58.6K - $65K
|
16.8K
$901K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-830- 9.77% |
$58.8K - $65.2K
|
7.67K
$411K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-841- 11.24% |
$59.6K - $66.1K
|
6.64K
$356K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-850- 11.78% |
$60.2K - $66.8K
|
6.37K
$341K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-863- 9.14% |
$61.1K - $67.8K
|
8.58K
$460K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-891- 22.84% |
$63.1K - $70K
|
3.01K
$161K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-891- 10.56% |
$63.1K - $70K
|
7.55K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-894- 21.78% |
$63.3K - $70.2K
|
3.21K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-894- 1.87% |
$63.3K - $70.2K
|
46.9K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-896- 18.56% |
$63.5K - $70.4K
|
3.93K
$211K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-906- 1.28% |
$64.2K - $71.2K
|
69.7K
$3.73M
|