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 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
1.09K+ 3.54% |
$76.9K - $85.2K
|
31.8K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 14.33% |
$76.7K - $85K
|
8.63K
$454K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.08K+ 21.09% |
$76.5K - $84.9K
|
6.2K
$326K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.04K+ 4.47% |
$73.9K - $81.9K
|
24.4K
$1.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 23.34% |
$72.9K - $80.8K
|
5.44K
$286K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.02K+ 3.43% |
$72.6K - $80.5K
|
30.9K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.02K+ 9.2% |
$72.3K - $80.2K
|
12.1K
$638K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.01KNew |
$71.8K - $79.6K
|
1.01K
$53.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1K+ 31.77% |
$71.1K - $78.8K
|
4.16K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$71.1K - $78.8K
|
1K
$52.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
985+ 3.3% |
$69.8K - $77.4K
|
30.8K
$1.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
980+ 6.01% |
$69.4K - $77K
|
17.3K
$909K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
974+ 3.07% |
$69K - $76.5K
|
32.7K
$1.72M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
970New |
$68.7K - $76.2K
|
970
$51.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
949+ 17.21% |
$67.2K - $74.6K
|
6.46K
$340K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
930+ 29.53% |
$65.9K - $73.1K
|
4.08K
$215K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
926+ 3.43% |
$65.6K - $72.8K
|
28K
$1.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
921New |
$65.3K - $72.4K
|
921
$48.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
911+ 7.73% |
$64.5K - $71.6K
|
12.7K
$668K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.44% |
$63.8K - $70.7K
|
204K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
900+ 14.74% |
$63.8K - $70.7K
|
7.01K
$369K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
890+ 5.29% |
$63.1K - $69.9K
|
17.7K
$932K
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
876+ 10.65% |
$62.1K - $68.8K
|
9.1K
$479K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
869New |
$61.6K - $68.3K
|
869
$45.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
868+ 507.6% |
$61.5K - $68.2K
|
1.04K
$54.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
863+ 2.14% |
$61.1K - $67.8K
|
41.1K
$2.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
858+ 0.81% |
$60.8K - $67.4K
|
107K
$5.63M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
827+ 12.16% |
$58.6K - $65K
|
7.63K
$401K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
824+ 5.49% |
$58.4K - $64.7K
|
15.8K
$833K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
823New |
$58.3K - $64.7K
|
823
$43.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
817+ 15.42% |
$57.9K - $64.2K
|
6.12K
$322K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
809+ 9.38% |
$57.3K - $63.6K
|
9.44K
$497K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
781New |
$55.3K - $61.4K
|
781
$41.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
779+ 2.21% |
$55.2K - $61.2K
|
36K
$1.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
761+ 3.81% |
$53.9K - $59.8K
|
20.7K
$1.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
760+ 1.54% |
$53.8K - $59.7K
|
50K
$2.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
759New |
$53.8K - $59.6K
|
759
$39.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
758New |
$53.7K - $59.6K
|
758
$39.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
752+ 18.4% |
$53.3K - $59.1K
|
4.84K
$255K
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
745+ 448.8% |
$52.8K - $58.5K
|
911
$47.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
740+ 18.31% |
$52.4K - $58.1K
|
4.78K
$252K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
735New |
$52.1K - $57.7K
|
735
$38.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
724+ 8.02% |
$51.3K - $56.9K
|
9.75K
$513K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
720+ 3.89% |
$51K - $56.6K
|
19.3K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
714+ 10.02% |
$50.6K - $56.1K
|
7.84K
$413K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
700+ 18.51% |
$49.6K - $55K
|
4.48K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
697+ 14.22% |
$49.4K - $54.8K
|
5.6K
$295K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
694New |
$49.2K - $54.5K
|
694
$36.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
693+ 13.99% |
$49.1K - $54.4K
|
5.65K
$297K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
689+ 22.33% |
$48.8K - $54.1K
|
3.77K
$199K
|