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 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.9K+ 1.21% |
$135K - $150K
|
159K
$8.51M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.88K+ 277.7% |
$133K - $148K
|
2.56K
$137K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.88K+ 29.72% |
$133K - $147K
|
8.19K
$439K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.84KNew |
$131K - $145K
|
1.84K
$98.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
1.84K+ 26.78% |
$130K - $144K
|
8.69K
$466K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.81K+ 13.03% |
$128K - $142K
|
15.7K
$841K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.81KNew |
$128K - $142K
|
1.81K
$96.7K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.78K+ 63.34% |
$126K - $140K
|
4.59K
$246K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.75K+ 126.3% |
$124K - $138K
|
3.14K
$168K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
1.73K+ 2.11% |
$122K - $136K
|
83.5K
$4.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
1.7K+ 17.08% |
$120K - $134K
|
11.7K
$624K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.65K+ 30.43% |
$117K - $130K
|
7.08K
$379K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
1.64K+ 14.45% |
$116K - $129K
|
13K
$696K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.57K+ 19.42% |
$111K - $123K
|
9.66K
$517K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.54K+ 4.43% |
$109K - $121K
|
36.2K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.51K+ 0.43% |
$107K - $119K
|
354K
$18.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.5K+ 43.81% |
$106K - $118K
|
4.93K
$264K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.5K+ 10.99% |
$106K - $118K
|
15.2K
$813K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.5K+ 26.8% |
$106K - $118K
|
7.09K
$380K
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
1.48K+ 4.63% |
$105K - $116K
|
33.4K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.46K+ 18.78% |
$103K - $115K
|
9.22K
$494K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.46K+ 4.48% |
$103K - $114K
|
34K
$1.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.44K+ 0.71% |
$102K - $113K
|
204K
$10.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.43K+ 2.33% |
$102K - $113K
|
63.1K
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43KNew |
$101K - $113K
|
1.43K
$76.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.43K+ 11.63% |
$101K - $112K
|
13.7K
$733K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.41K+ 3.07% |
$99.7K - $111K
|
47.3K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.37K+ 3.88% |
$96.9K - $107K
|
36.6K
$1.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.35K+ 19.61% |
$95.9K - $106K
|
8.26K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$93.4K - $104K
|
1.32K
$70.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.31K+ 3.12% |
$92.9K - $103K
|
43.4K
$2.32M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.29K+ 3.05% |
$91.6K - $102K
|
43.7K
$2.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.29K+ 10.52% |
$91.1K - $101K
|
13.5K
$724K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.27K+ 8.49% |
$90K - $99.8K
|
16.2K
$869K
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
1.26K+ 19.48% |
$89.3K - $99.1K
|
7.74K
$415K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.25KNew |
$88.6K - $98.2K
|
1.25K
$67K
|
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
1.23K+ 4.97% |
$87.3K - $96.8K
|
26K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.22K+ 10.77% |
$86.4K - $95.8K
|
12.5K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.21K+ 3.83% |
$85.8K - $95.1K
|
32.8K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.19KNew |
$84.3K - $93.5K
|
1.19K
$63.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.18K+ 0.7% |
$83.7K - $92.9K
|
171K
$9.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 4.01% |
$83.7K - $92.8K
|
30.7K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 26.99% |
$83.5K - $92.6K
|
5.54K
$297K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.17KNew |
$82.5K - $91.5K
|
1.17K
$62.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.16K+ 10.9% |
$82K - $91K
|
11.8K
$632K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.16K+ 12.48% |
$82K - $90.9K
|
10.4K
$559K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.11KNew |
$78.3K - $86.8K
|
1.11K
$59.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.1K+ 46.07% |
$78.1K - $86.7K
|
3.5K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.1K+ 8.9% |
$78.1K - $86.7K
|
13.5K
$723K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.1K+ 9.94% |
$78K - $86.5K
|
12.2K
$653K
|