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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
595+ 5.13% |
$34.5K - $42.5K
|
12.2K
$654K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
594+ 7.0% |
$34.4K - $42.5K
|
9.08K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
582New |
$33.7K - $41.6K
|
582
$31.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
575+ 7.83% |
$33.3K - $41.1K
|
7.92K
$424K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
570New |
$33K - $40.8K
|
570
$30.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
566+ 10.37% |
$32.8K - $40.5K
|
6.03K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
557+ 4.68% |
$32.3K - $39.8K
|
12.4K
$667K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
534+ 16.42% |
$31K - $38.2K
|
3.79K
$203K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
532+ 18.31% |
$30.8K - $38K
|
3.44K
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
528+ 1.32% |
$30.6K - $37.8K
|
40.5K
$2.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
515+ 10.2% |
$29.8K - $36.8K
|
5.56K
$298K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
500+ 500.0% |
$29K - $35.8K
|
600
$32.2K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
500+ 250.0% |
$29K - $35.8K
|
700
$37.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
500+ 13.16% |
$29K - $35.8K
|
4.3K
$230K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.94% |
$29K - $35.8K
|
53.8K
$2.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
500+ 62.5% |
$29K - $35.8K
|
1.3K
$69.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500New |
$29K - $35.8K
|
500
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$29K - $35.8K
|
500
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 0.1% |
$29K - $35.8K
|
497K
$26.6M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$29K - $35.8K
|
500
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
496+ 84.93% |
$28.7K - $35.5K
|
1.08K
$57.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
493+ 8.16% |
$28.6K - $35.2K
|
6.53K
$350K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
492+ 7.7% |
$28.5K - $35.2K
|
6.88K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
487+ 3.66% |
$28.2K - $34.8K
|
13.8K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
486New |
$28.2K - $34.7K
|
486
$26K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
478+ 1.94% |
$27.7K - $34.2K
|
25.1K
$1.34M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
472+ 5.67% |
$27.4K - $33.7K
|
8.79K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$27.2K - $33.6K
|
470
$25.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
468+ 4.33% |
$27.1K - $33.5K
|
11.3K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
462+ 0.91% |
$26.8K - $33K
|
51.4K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
461+ 2.74% |
$26.7K - $33K
|
17.3K
$925K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
450+ 7.28% |
$26.1K - $32.2K
|
6.63K
$355K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
431+ 7.91% |
$25K - $30.8K
|
5.88K
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
424+ 1.35% |
$24.6K - $30.3K
|
31.9K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
415+ 4.02% |
$24.1K - $29.7K
|
10.7K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
405+ 11.05% |
$23.5K - $29K
|
4.07K
$218K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
400+ 3.76% |
$23.2K - $28.6K
|
11K
$592K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
398+ 5.88% |
$23.1K - $28.5K
|
7.16K
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
391+ 0.3% |
$22.7K - $28K
|
131K
$7M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
386+ 1.54% |
$22.4K - $27.6K
|
25.4K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
381+ 10.51% |
$22.1K - $27.2K
|
4.01K
$215K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
378New |
$21.9K - $27K
|
378
$20.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
375New |
$21.7K - $26.8K
|
375
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
367+ 2.01% |
$21.3K - $26.2K
|
18.6K
$996K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
365+ 49.66% |
$21.2K - $26.1K
|
1.1K
$58.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
357+ 2.27% |
$20.7K - $25.5K
|
16.1K
$860K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
356+ 5.83% |
$20.6K - $25.5K
|
6.46K
$346K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
355New |
$20.6K - $25.4K
|
355
$19K
|