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 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.23% |
$348 - $429
|
2.63K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.28% |
$406 - $501
|
2.5K
$131K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 0.31% |
$464 - $572
|
2.6K
$137K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$580 - $715
|
4.5K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-10- 0.17% |
$580 - $715
|
5.74K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10- 0.11% |
$580 - $715
|
8.84K
$465K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-11- 0.87% |
$638 - $787
|
1.25K
$66K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11Closed |
$638 - $787
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-12- 41.38% |
$696 - $858
|
17
$895
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-12- 0.01% |
$696 - $858
|
205K
$10.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13- 0.12% |
$753 - $930
|
10.7K
$563K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 4.66% |
$753 - $930
|
266
$14K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-13- 4.68% |
$753 - $930
|
265
$13.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16- 0.09% |
$927 - $1.14K
|
18.2K
$956K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-16- 0.37% |
$927 - $1.14K
|
4.34K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-16- 0.05% |
$927 - $1.14K
|
35.2K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.45% |
$1.16K - $1.43K
|
4.4K
$231K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21- 0.53% |
$1.22K - $1.5K
|
3.96K
$208K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24- 2.81% |
$1.39K - $1.72K
|
831
$43.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 6.76% |
$1.45K - $1.79K
|
345
$18.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-28- 0.42% |
$1.62K - $2K
|
6.63K
$349K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-29- 0.29% |
$1.68K - $2.07K
|
10K
$527K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-32- 0.32% |
$1.85K - $2.29K
|
10.1K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-32- 61.54% |
$1.85K - $2.29K
|
20
$1.05K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-33- 0.2% |
$1.91K - $2.36K
|
16.4K
$863K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-35- 0.55% |
$2.03K - $2.5K
|
6.35K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 0.29% |
$2.03K - $2.5K
|
12.1K
$637K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-38- 13.52% |
$2.2K - $2.72K
|
243
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39- 14.5% |
$2.26K - $2.79K
|
230
$12.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-40- 1.97% |
$2.32K - $2.86K
|
1.99K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 1.41% |
$2.32K - $2.86K
|
2.8K
$148K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-42- 0.27% |
$2.43K - $3K
|
15.4K
$809K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-44- 1.11% |
$2.55K - $3.15K
|
3.92K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-45- 0.42% |
$2.61K - $3.22K
|
10.6K
$555K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 1.78% |
$2.84K - $3.5K
|
2.7K
$142K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-50- 0.66% |
$2.9K - $3.58K
|
7.57K
$398K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-51- 1.47% |
$2.96K - $3.65K
|
3.43K
$180K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-52- 1.38% |
$3.01K - $3.72K
|
3.72K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-59- 0.12% |
$3.42K - $4.22K
|
49.6K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-60- 0.33% |
$3.48K - $4.29K
|
17.9K
$940K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-60- 0.33% |
$3.48K - $4.29K
|
18.2K
$959K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 1.26% |
$3.48K - $4.29K
|
4.72K
$248K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-70- 0.97% |
$4.06K - $5.01K
|
7.12K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-72- 1.59% |
$4.17K - $5.15K
|
4.45K
$234K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 41.95% |
$4.23K - $5.22K
|
101
$5.32K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-74- 0.88% |
$4.29K - $5.29K
|
8.34K
$439K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-78- 51.66% |
$4.52K - $5.58K
|
73
$3.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-79- 10.17% |
$4.58K - $5.65K
|
698
$36.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-80- 0.27% |
$4.64K - $5.72K
|
29.7K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-85- 1.26% |
$4.93K - $6.08K
|
6.68K
$352K
|