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 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
29+ 0.64% |
$1.68K - $2.07K
|
4.54K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
29+ 0.2% |
$1.68K - $2.07K
|
14.8K
$781K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.62K - $2K
|
28
$1.47K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 24.78% |
$1.62K - $2K
|
141
$7.42K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26+ 0.62% |
$1.51K - $1.86K
|
4.23K
$223K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
25+ 0.66% |
$1.45K - $1.79K
|
3.8K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.12% |
$1.33K - $1.64K
|
19.4K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
22+ 0.38% |
$1.28K - $1.57K
|
5.88K
$309K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21+ 0.49% |
$1.22K - $1.5K
|
4.27K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
21New |
$1.22K - $1.5K
|
21
$1.11K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
20New |
$1.16K - $1.43K
|
20
$1.05K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 1.23% |
$1.16K - $1.43K
|
1.64K
$86.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.63% |
$1.16K - $1.43K
|
1.25K
$65.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
19+ 0.03% |
$1.1K - $1.36K
|
58K
$3.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 1.09% |
$1.04K - $1.29K
|
1.67K
$88K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.44% |
$1.04K - $1.29K
|
4.09K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
16+ 0.18% |
$927 - $1.14K
|
9.15K
$482K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 0.92% |
$869 - $1.07K
|
1.64K
$86.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15+ 0.2% |
$869 - $1.07K
|
7.35K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
12+ 0.11% |
$696 - $858
|
10.8K
$566K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.42% |
$580 - $715
|
2.4K
$126K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 100.0% |
$580 - $715
|
20
$1.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10+ 0.42% |
$580 - $715
|
2.38K
$125K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.43% |
$522 - $644
|
2.09K
$110K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.11% |
$406 - $501
|
6.4K
$337K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7+ 0.19% |
$406 - $501
|
3.63K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.2% |
$348 - $429
|
2.96K
$156K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
6+ 3.53% |
$348 - $429
|
176
$9.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.29% |
$348 - $429
|
2.09K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6+ 0.06% |
$348 - $429
|
9.55K
$503K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.02% |
$290 - $358
|
23.9K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 1.01% |
$290 - $358
|
500
$26.3K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
5+ 38.46% |
$290 - $358
|
18
$947
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.03% |
$174 - $215
|
9.07K
$478K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.16% |
$174 - $215
|
1.83K
$96.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$174 - $215
|
3.56K
$188K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.51% |
$174 - $215
|
202
$10.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.1% |
$116 - $143
|
1.94K
$102K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.05% |
$116 - $143
|
4.05K
$213K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$116 - $143
|
2
$105
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.92% |
$116 - $143
|
219
$11.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.11% |
$58 - $71.5
|
926
$48.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.07% |
$58 - $71.5
|
1.34K
$70.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.4% |
$58 - $71.5
|
254
$13.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.4% |
$58 - $71.5
|
253
$13.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.17% |
$58 - $71.5
|
593
$31.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 2.44% |
$58 - $71.5
|
42
$2.21K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.01% |
$58 - $71.5
|
12K
$633K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.02% |
$58 - $71.5
|
4.39K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.76% |
$174 - $215
|
393
$20.7K
|