Purchases and Sales Made in Q4 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 2022. 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 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
1.05K+ 18.21% |
$61.1K - $75.4K
|
6.84K
$367K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.04K+ 95.69% |
$60.5K - $74.6K
|
2.14K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.02K+ 6.83% |
$59.2K - $73.1K
|
16K
$857K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.02KNew |
$59.1K - $72.9K
|
1.02K
$54.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.84% |
$58.7K - $72.4K
|
56K
$3M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.01KNew |
$58.4K - $72.1K
|
1.01K
$54K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1K+ 16.25% |
$58K - $71.5K
|
7.15K
$383K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
953+ 100.74% |
$55.2K - $68.1K
|
1.9K
$102K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
946New |
$54.8K - $67.6K
|
946
$50.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
935+ 21.64% |
$54.2K - $66.9K
|
5.26K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
934+ 9.56% |
$54.1K - $66.8K
|
10.7K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
932New |
$54K - $66.6K
|
932
$49.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
916New |
$53.1K - $65.5K
|
916
$49.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
906+ 56.06% |
$52.5K - $64.8K
|
2.52K
$135K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
905+ 4.05% |
$52.5K - $64.7K
|
23.2K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
903+ 76.79% |
$52.3K - $64.6K
|
2.08K
$111K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
899+ 1.39% |
$52.1K - $64.3K
|
65.5K
$3.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
882+ 0.91% |
$51.1K - $63.1K
|
97.6K
$5.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
880+ 0.19% |
$51K - $62.9K
|
454K
$24.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
878+ 9.36% |
$50.9K - $62.8K
|
10.3K
$550K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
866+ 6.67% |
$50.2K - $61.9K
|
13.8K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
862+ 62.42% |
$50K - $61.6K
|
2.24K
$120K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
857+ 11.96% |
$49.7K - $61.3K
|
8.02K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
857+ 1.72% |
$49.7K - $61.3K
|
50.8K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
852+ 9.31% |
$49.4K - $60.9K
|
10K
$536K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
850+ 6.31% |
$49.3K - $60.8K
|
14.3K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
841+ 7.06% |
$48.7K - $60.1K
|
12.7K
$683K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
833+ 10.5% |
$48.3K - $59.6K
|
8.77K
$470K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
831+ 12.48% |
$48.2K - $59.4K
|
7.49K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
815New |
$47.2K - $58.3K
|
815
$43.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
805New |
$46.7K - $57.6K
|
805
$43.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
803New |
$46.5K - $57.4K
|
803
$43K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
800+ 8.33% |
$46.4K - $57.2K
|
10.4K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
800+ 1.05% |
$46.4K - $57.2K
|
77.3K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
775+ 5.55% |
$44.9K - $55.4K
|
14.7K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
728+ 13.81% |
$42.2K - $52.1K
|
6K
$322K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
721+ 3.33% |
$41.8K - $51.6K
|
22.4K
$1.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
714+ 0.67% |
$41.4K - $51.1K
|
107K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
712+ 14.58% |
$41.3K - $50.9K
|
5.6K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
693+ 14.13% |
$40.2K - $49.5K
|
5.6K
$300K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
689New |
$39.9K - $49.3K
|
689
$36.9K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$39.9K - $49.3K
|
689
$36.9K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
664+ 19.81% |
$38.5K - $47.5K
|
4.02K
$215K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
646New |
$37.4K - $46.2K
|
646
$34.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
641+ 0.94% |
$37.2K - $45.8K
|
68.5K
$3.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
630+ 4.94% |
$36.5K - $45K
|
13.4K
$717K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
610+ 13.77% |
$35.4K - $43.6K
|
5.04K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
605+ 2750.0% |
$35.1K - $43.3K
|
627
$33.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
596New |
$34.5K - $42.6K
|
596
$31.9K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
595+ 3.94% |
$34.5K - $42.5K
|
15.7K
$840K
|