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
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-909- 4.43% |
$64.4K - $71.4K
|
19.6K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-920- 8.4% |
$65.2K - $72.3K
|
10K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-939- 0.01% |
$66.5K - $73.8K
|
7.62M
$408M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-940- 10.6% |
$66.6K - $73.9K
|
7.93K
$425K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-951- 0.73% |
$67.4K - $74.7K
|
129K
$6.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-953- 24.46% |
$67.5K - $74.9K
|
2.94K
$158K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-960- 8.58% |
$68K - $75.4K
|
10.2K
$548K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 26.14% |
$70.9K - $78.6K
|
2.83K
$151K
|
|
|
Feb 09, 2022
Q4 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 31.14% |
$70.9K - $78.6K
|
2.21K
$118K
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.83% |
$70.9K - $78.6K
|
19.7K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 13.59% |
$71.8K - $79.7K
|
6.45K
$345K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 23.66% |
$73.5K - $81.5K
|
3.35K
$179K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-1.05K- 4.86% |
$74.4K - $82.5K
|
20.6K
$1.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.05K- 2.51% |
$74.4K - $82.5K
|
40.7K
$2.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-1.05K- 4.2% |
$74.5K - $82.6K
|
24K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.05K- 2.06% |
$74.5K - $82.7K
|
49.9K
$2.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.07K- 11.42% |
$75.7K - $83.9K
|
8.28K
$444K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.08K- 9.99% |
$76.2K - $84.5K
|
9.68K
$519K
|
|
|
Jan 27, 2022
Q4 2021
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$76.5K - $84.9K
|
42.8K
$2.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.09K- 3.37% |
$77K - $85.4K
|
31.2K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.09K- 10.82% |
$77.1K - $85.5K
|
8.97K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.1K- 8.14% |
$77.9K - $86.4K
|
12.4K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.1K- 6.4% |
$77.9K - $86.4K
|
16.1K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.1K- 7.46% |
$78K - $86.5K
|
13.7K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.11K- 8.61% |
$78.6K - $87.2K
|
11.8K
$631K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.14K- 4.36% |
$80.4K - $89.2K
|
24.9K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.15K- 13.65% |
$81.5K - $90.4K
|
7.28K
$390K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.16K- 9.25% |
$82.3K - $91.3K
|
11.4K
$611K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-1.16K- 6.67% |
$82.4K - $91.4K
|
16.3K
$872K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-1.17K- 0.53% |
$83.1K - $92.2K
|
221K
$11.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-1.21K- 19.75% |
$85.7K - $95K
|
4.91K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.22K- 0.89% |
$86.4K - $95.9K
|
135K
$7.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.23K- 19.99% |
$86.8K - $96.2K
|
4.9K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 5.25% |
$88.2K - $97.8K
|
22.4K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.25K- 3.79% |
$88.8K - $98.5K
|
31.9K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.3K- 1.49% |
$92.1K - $102K
|
85.7K
$4.59M
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.3K- 0.87% |
$92.4K - $102K
|
148K
$7.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.34KClosed |
$94.8K - $105K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.35K- 7.86% |
$95.5K - $106K
|
15.8K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.35K- 6.8% |
$95.6K - $106K
|
18.5K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.37KClosed |
$97.1K - $108K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 8.82% |
$97.4K - $108K
|
14.2K
$762K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.38K- 1.73% |
$97.4K - $108K
|
78K
$4.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.39K- 32.23% |
$98.2K - $109K
|
2.91K
$156K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.39K- 0.63% |
$98.2K - $109K
|
217K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.39K- 0.13% |
$98.6K - $109K
|
1.08M
$57.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.41K- 15.79% |
$99.9K - $111K
|
7.52K
$403K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.41K- 8.91% |
$100K - $111K
|
14.5K
$774K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.42K- 18.01% |
$100K - $111K
|
6.45K
$346K
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
SELL
|
- |
-1.44K- 57.94% |
$102K - $113K
|
1.04K
$55.9K
|