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 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
171+ 2.24% |
$9.91K - $12.2K
|
7.8K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
168+ 1.1% |
$9.74K - $12K
|
15.5K
$828K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
166+ 251.52% |
$9.62K - $11.9K
|
232
$12.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
160New |
$9.27K - $11.4K
|
160
$8.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
160+ 0.86% |
$9.27K - $11.4K
|
18.7K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
157+ 0.92% |
$9.1K - $11.2K
|
17.2K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
151New |
$8.75K - $10.8K
|
151
$8.09K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150New |
$8.69K - $10.7K
|
150
$8.04K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
148+ 0.79% |
$8.58K - $10.6K
|
18.8K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
147+ 0.85% |
$8.52K - $10.5K
|
17.5K
$937K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
145+ 1.2% |
$8.4K - $10.4K
|
12.3K
$658K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
143+ 1.78% |
$8.29K - $10.2K
|
8.2K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
142+ 3.55% |
$8.23K - $10.2K
|
4.14K
$222K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
137New |
$7.94K - $9.8K
|
137
$7.34K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
133+ 2.05% |
$7.71K - $9.51K
|
6.61K
$354K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125+ 113.64% |
$7.25K - $8.94K
|
235
$12.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
117New |
$6.78K - $8.37K
|
117
$6.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
116+ 1.14% |
$6.72K - $8.29K
|
10.3K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
115+ 23.14% |
$6.67K - $8.22K
|
612
$32.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
111New |
$6.43K - $7.94K
|
111
$5.95K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
110New |
$6.38K - $7.87K
|
110
$5.89K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
103+ 2.32% |
$5.97K - $7.36K
|
4.55K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.01% |
$5.91K - $7.29K
|
3.5K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
101+ 2.04% |
$5.85K - $7.22K
|
5.05K
$270K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 2.29% |
$5.8K - $7.15K
|
4.46K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
95New |
$5.51K - $6.79K
|
95
$5.09K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
92+ 1.12% |
$5.33K - $6.58K
|
8.28K
$443K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 1.25% |
$5.33K - $6.58K
|
7.48K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
90+ 1.37% |
$5.22K - $6.44K
|
6.64K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 1.1% |
$4.52K - $5.58K
|
7.16K
$384K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$4.35K - $5.36K
|
75
$4.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
74New |
$4.29K - $5.29K
|
74
$3.97K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
70+ 0.94% |
$4.06K - $5.01K
|
7.5K
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.11% |
$4.06K - $5.01K
|
63.8K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
70+ 1.46% |
$4.06K - $5.01K
|
4.86K
$260K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
67+ 1.13% |
$3.88K - $4.79K
|
6.02K
$323K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$3.54K - $4.36K
|
61
$3.27K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
58+ 0.01% |
$3.36K - $4.15K
|
495K
$26.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
55New |
$3.19K - $3.93K
|
55
$2.95K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
50+ 17.86% |
$2.9K - $3.58K
|
330
$17.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
49+ 1.2% |
$2.84K - $3.5K
|
4.15K
$222K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48+ 1.09% |
$2.78K - $3.43K
|
4.46K
$239K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.44% |
$2.49K - $3.07K
|
9.92K
$532K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
43+ 0.92% |
$2.49K - $3.07K
|
4.7K
$252K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
41+ 0.82% |
$2.38K - $2.93K
|
5.05K
$271K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
40+ 0.73% |
$2.32K - $2.86K
|
5.5K
$295K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
39+ 0.43% |
$2.26K - $2.79K
|
9.07K
$486K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 0.25% |
$2.26K - $2.79K
|
15.5K
$830K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
35+ 2.41% |
$2.03K - $2.5K
|
1.49K
$79.6K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
30New |
$1.74K - $2.15K
|
30
$1.61K
|