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 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
348+ 1.7% |
$20.2K - $24.9K
|
20.8K
$1.11M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
339+ 7.65% |
$19.6K - $24.2K
|
4.77K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
339+ 2.81% |
$19.6K - $24.2K
|
12.4K
$665K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335New |
$19.4K - $24K
|
335
$18K
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
330+ 1.79% |
$19.1K - $23.6K
|
18.7K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
327+ 3.09% |
$19K - $23.4K
|
10.9K
$585K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
323New |
$18.7K - $23.1K
|
323
$17.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
321+ 10.63% |
$18.6K - $23K
|
3.34K
$179K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
313+ 2.97% |
$18.1K - $22.4K
|
10.8K
$581K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
308+ 9.39% |
$17.9K - $22K
|
3.59K
$192K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
307+ 5.97% |
$17.8K - $22K
|
5.45K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
306+ 7.94% |
$17.7K - $21.9K
|
4.16K
$223K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
300+ 17.29% |
$17.4K - $21.5K
|
2.04K
$109K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
300+ 0.22% |
$17.4K - $21.5K
|
135K
$7.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
296+ 91.64% |
$17.2K - $21.2K
|
619
$33.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
293+ 3.66% |
$17K - $20.9K
|
8.29K
$444K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
289New |
$16.8K - $20.7K
|
289
$15.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
286+ 0.44% |
$16.6K - $20.4K
|
65.5K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
277New |
$16.1K - $19.8K
|
277
$14.8K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
275+ 52.18% |
$15.9K - $19.7K
|
802
$43K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
273New |
$15.8K - $19.5K
|
273
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
271+ 2.12% |
$15.7K - $19.4K
|
13K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
270New |
$15.6K - $19.3K
|
270
$14.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
268+ 53.49% |
$15.5K - $19.2K
|
769
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
264+ 1.45% |
$15.3K - $18.9K
|
18.5K
$993K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
263+ 5.32% |
$15.2K - $18.8K
|
5.2K
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
262+ 18.85% |
$15.2K - $18.7K
|
1.65K
$88.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
260+ 1.38% |
$15.1K - $18.6K
|
19.2K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
251+ 7.72% |
$14.5K - $17.9K
|
3.5K
$188K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
240+ 0.47% |
$13.9K - $17.2K
|
51K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
236+ 3.83% |
$13.7K - $16.9K
|
6.4K
$343K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
235+ 1.73% |
$13.6K - $16.8K
|
13.8K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
233+ 2.95% |
$13.5K - $16.7K
|
8.12K
$435K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
226+ 215.24% |
$13.1K - $16.2K
|
331
$17.7K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
214+ 0.14% |
$12.4K - $15.3K
|
152K
$8.15M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
213New |
$12.3K - $15.2K
|
213
$11.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
211+ 2.07% |
$12.2K - $15.1K
|
10.4K
$557K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
209New |
$12.1K - $14.9K
|
209
$11.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
207+ 3.7% |
$12K - $14.8K
|
5.8K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
202New |
$11.7K - $14.4K
|
202
$10.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$11.6K - $14.3K
|
200
$10.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$11.4K - $14.1K
|
197
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
197+ 1.13% |
$11.4K - $14.1K
|
17.6K
$945K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
192+ 0.65% |
$11.1K - $13.7K
|
29.9K
$1.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
190+ 1900.0% |
$11K - $13.6K
|
200
$10.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
182+ 16.44% |
$10.5K - $13K
|
1.29K
$69.1K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
181+ 3.48% |
$10.5K - $12.9K
|
5.39K
$289K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
180+ 4.47% |
$10.4K - $12.9K
|
4.21K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
180+ 1.35% |
$10.4K - $12.9K
|
13.5K
$723K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
178+ 0.95% |
$10.3K - $12.7K
|
18.9K
$1.01M
|