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
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.89K+ 1656.45% |
$701K - $777K
|
10.5K
$562K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.79KNew |
$693K - $769K
|
9.79K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.59K+ 8.62% |
$680K - $754K
|
121K
$6.48M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.41KNew |
$667K - $739K
|
9.41K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
9.29K+ 18.57% |
$658K - $730K
|
59.3K
$3.18M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9.22KNew |
$653K - $724K
|
9.22K
$494K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.69KNew |
$616K - $683K
|
8.69K
$466K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.47KNew |
$600K - $666K
|
8.47K
$454K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.25K+ 16.13% |
$584K - $648K
|
59.4K
$3.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.14KNew |
$576K - $639K
|
8.14K
$436K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.13KNew |
$576K - $639K
|
8.13K
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.11K+ 90.5% |
$574K - $637K
|
17.1K
$914K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
7.8KNew |
$553K - $613K
|
7.8K
$418K
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
7.7K+ 75.49% |
$546K - $605K
|
17.9K
$959K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.65K+ 0.85% |
$542K - $601K
|
912K
$48.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
7.6KNew |
$538K - $597K
|
7.6K
$407K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
7.59K+ 128.09% |
$538K - $596K
|
13.5K
$724K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.53K+ 12.2% |
$534K - $592K
|
69.2K
$3.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.47K+ 32.47% |
$529K - $587K
|
30.5K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
7.41K+ 313.98% |
$525K - $582K
|
9.77K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.29KNew |
$516K - $572K
|
7.29K
$390K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
7.14KNew |
$506K - $561K
|
7.14K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
7.05KNew |
$500K - $554K
|
7.05K
$378K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.79KNew |
$481K - $534K
|
6.79K
$364K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6.79KNew |
$481K - $534K
|
6.79K
$364K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.72KNew |
$476K - $528K
|
6.72K
$360K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.58K+ 66.23% |
$466K - $517K
|
16.5K
$885K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
6.43KNew |
$455K - $505K
|
6.43K
$344K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.33K+ 2.05% |
$448K - $497K
|
314K
$16.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.29KNew |
$446K - $494K
|
6.29K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.22KNew |
$441K - $489K
|
6.22K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
6.13K+ 186.34% |
$434K - $481K
|
9.42K
$505K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.09K+ 60.29% |
$432K - $479K
|
16.2K
$868K
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
6.04K+ 98.07% |
$428K - $474K
|
12.2K
$654K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.99K+ 25.23% |
$425K - $471K
|
29.7K
$1.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
5.95K+ 3.86% |
$421K - $467K
|
160K
$8.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
5.85K+ 0.29% |
$414K - $459K
|
2M
$107M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.79KNew |
$411K - $455K
|
5.79K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
5.78KNew |
$410K - $454K
|
5.78K
$310K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.78KNew |
$410K - $454K
|
5.78K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.77K+ 113.54% |
$409K - $453K
|
10.9K
$581K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.65K+ 93.01% |
$400K - $444K
|
11.7K
$629K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5.57K+ 7.25% |
$395K - $438K
|
82.5K
$4.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.57K+ 2.1% |
$394K - $437K
|
271K
$14.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
5.54K+ 10.68% |
$392K - $435K
|
57.4K
$3.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.53KNew |
$392K - $435K
|
5.53K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
5.53KNew |
$392K - $434K
|
5.53K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.43K+ 840.4% |
$385K - $427K
|
6.08K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.36KNew |
$380K - $421K
|
5.36K
$287K
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.32KNew |
$377K - $418K
|
5.32K
$285K
|