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 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.63K+ 36.8% |
$257K - $285K
|
13.5K
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.62K+ 4.2% |
$256K - $284K
|
89.8K
$4.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.6K+ 9.55% |
$255K - $283K
|
41.2K
$2.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.57KNew |
$253K - $281K
|
3.57K
$188K
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.49KNew |
$247K - $274K
|
3.49K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.48KNew |
$246K - $273K
|
3.48K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.44KNew |
$243K - $270K
|
3.44K
$181K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.43K+ 31200.0% |
$243K - $270K
|
3.44K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.42KNew |
$242K - $269K
|
3.42K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.37K+ 28.58% |
$239K - $265K
|
15.2K
$799K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.35KNew |
$237K - $263K
|
3.35K
$176K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.32KNew |
$235K - $261K
|
3.32K
$175K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.29KNew |
$233K - $258K
|
3.29K
$173K
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.27KNew |
$231K - $257K
|
3.27K
$172K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.2KNew |
$227K - $252K
|
3.2K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.13K+ 65.61% |
$221K - $246K
|
7.89K
$415K
|
|
|
Feb 11, 2022
Q4 2021
|
Mqs Management LLC
|
BUY
|
- |
3.12KNew |
$221K - $245K
|
3.12K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.09KNew |
$219K - $243K
|
3.09K
$162K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 2.82% |
$218K - $242K
|
112K
$5.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.03K+ 9.19% |
$215K - $238K
|
36K
$1.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
BUY
|
- |
3.02KNew |
$214K - $237K
|
3.02K
$159K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
3.01KNew |
$213K - $236K
|
3.01K
$158K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
3KNew |
$213K - $236K
|
3K
$158K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
2.99KNew |
$211K - $235K
|
2.99K
$157K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
2.98KNew |
$211K - $234K
|
2.98K
$157K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2.97KNew |
$210K - $233K
|
2.97K
$156K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.96KNew |
$210K - $233K
|
2.96K
$156K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.95KNew |
$209K - $232K
|
2.95K
$155K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.91KNew |
$206K - $229K
|
2.91K
$153K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.9K+ 5.99% |
$206K - $228K
|
51.3K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.89K+ 3.45% |
$204K - $227K
|
86.4K
$4.55M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.88KNew |
$204K - $226K
|
2.88K
$152K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.88KNew |
$204K - $226K
|
2.88K
$151K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.87K+ 4.06% |
$203K - $225K
|
73.5K
$3.87M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.87K+ 24.03% |
$203K - $225K
|
14.8K
$779K
|
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2.85KNew |
$202K - $224K
|
2.85K
$150K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
2.85KNew |
$202K - $224K
|
2.85K
$150K
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$201K - $223K
|
2.84K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.83KNew |
$200K - $222K
|
2.83K
$149K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.83K+ 57.65% |
$200K - $222K
|
7.73K
$407K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.79K+ 30.03% |
$198K - $219K
|
12.1K
$636K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
2.79KNew |
$197K - $219K
|
2.79K
$147K
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.75KNew |
$195K - $216K
|
2.75K
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.75KNew |
$195K - $216K
|
2.75K
$145K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$194K - $215K
|
2.73K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.72K+ 35.47% |
$193K - $214K
|
10.4K
$547K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.72K+ 71.59% |
$193K - $214K
|
6.52K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
2.71KNew |
$192K - $213K
|
2.71K
$143K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.7K+ 77.27% |
$192K - $212K
|
6.2K
$326K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.7KNew |
$191K - $212K
|
2.7K
$142K
|