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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.69KNew |
$191K - $212K
|
2.69K
$144K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.69K+ 6.22% |
$191K - $211K
|
45.9K
$2.46M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$189K - $210K
|
2.67K
$143K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
2.67K+ 3.72% |
$189K - $210K
|
74.5K
$3.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.67KNew |
$189K - $210K
|
2.67K
$143K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$188K - $209K
|
2.66K
$142K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.66K+ 4.82% |
$188K - $209K
|
57.7K
$3.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$188K - $209K
|
2.66K
$142K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.65K+ 16.52% |
$188K - $208K
|
18.7K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
2.64K+ 12.46% |
$187K - $207K
|
23.8K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.63K+ 7.76% |
$186K - $206K
|
36.5K
$1.96M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.63KNew |
$186K - $206K
|
2.63K
$141K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.62KNew |
$186K - $206K
|
2.62K
$141K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
2.61KNew |
$185K - $205K
|
2.61K
$140K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.6KNew |
$184K - $204K
|
2.6K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.59KNew |
$183K - $203K
|
2.59K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.58K+ 5.18% |
$182K - $202K
|
52.3K
$2.8M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.56KNew |
$182K - $201K
|
2.56K
$137K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.56K+ 125.61% |
$181K - $201K
|
4.59K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.55KNew |
$181K - $201K
|
2.55K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$181K - $201K
|
2.55K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 2.26% |
$179K - $199K
|
115K
$6.14M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.52K+ 16.7% |
$179K - $198K
|
17.6K
$944K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.51K+ 56.52% |
$178K - $197K
|
6.95K
$372K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.51K+ 10.78% |
$178K - $197K
|
25.8K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.48K+ 6.45% |
$176K - $195K
|
41K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.46K+ 8.15% |
$174K - $193K
|
32.7K
$1.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.45K+ 9.66% |
$174K - $192K
|
27.8K
$1.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.45K+ 7.97% |
$174K - $192K
|
33.2K
$1.78M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.41KNew |
$171K - $189K
|
2.41K
$129K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.4K+ 4.45% |
$170K - $189K
|
56.4K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.39K+ 6.46% |
$169K - $187K
|
39.3K
$2.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.33K+ 7.06% |
$165K - $183K
|
35.3K
$1.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.33K+ 1.99% |
$165K - $183K
|
119K
$6.39M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.25K+ 10.93% |
$159K - $177K
|
22.8K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.25K+ 0.87% |
$159K - $177K
|
260K
$13.9M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.22K+ 23.07% |
$157K - $174K
|
11.8K
$633K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.21K+ 40.29% |
$157K - $174K
|
7.69K
$412K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
2.18K+ 10.78% |
$154K - $171K
|
22.4K
$1.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 2.51% |
$148K - $165K
|
85.6K
$4.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.09K+ 8.11% |
$148K - $164K
|
27.9K
$1.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.08K+ 18.52% |
$147K - $163K
|
13.3K
$712K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.07K+ 6.51% |
$147K - $163K
|
33.9K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.01K+ 15.35% |
$142K - $158K
|
15.1K
$809K
|
|
|
Jan 14, 2022
Q4 2021
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 6.9% |
$142K - $157K
|
31K
$1.66M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.99K+ 4.38% |
$141K - $157K
|
47.5K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.98K+ 0.24% |
$140K - $155K
|
813K
$43.6M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.94K+ 9.76% |
$137K - $152K
|
21.8K
$1.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.93K+ 18.74% |
$137K - $151K
|
12.2K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92K+ 14.66% |
$136K - $151K
|
15K
$804K
|