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 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-86- 20.77% |
$4.98K - $6.15K
|
328
$17.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-87- 54.72% |
$5.04K - $6.22K
|
72
$3.79K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-88- 4.19% |
$5.1K - $6.29K
|
2.01K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-89- 4.3% |
$5.16K - $6.36K
|
1.98K
$104K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-96- 0.61% |
$5.56K - $6.86K
|
15.6K
$822K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-97- 0.29% |
$5.62K - $6.94K
|
33.8K
$1.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 2.02% |
$5.8K - $7.15K
|
4.85K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-100- 2.66% |
$5.8K - $7.15K
|
3.66K
$193K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-101- 11.92% |
$5.85K - $7.22K
|
746
$39.3K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-101- 0.29% |
$5.85K - $7.22K
|
35K
$1.84M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-101- 14.17% |
$5.85K - $7.22K
|
612
$32.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-102- 1.89% |
$5.91K - $7.29K
|
5.3K
$279K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-102- 77.86% |
$5.91K - $7.29K
|
29
$1.53K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-104- 1.08% |
$6.03K - $7.44K
|
9.54K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-104- 0.24% |
$6.03K - $7.44K
|
44.1K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-105- 1.13% |
$6.09K - $7.51K
|
9.17K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-107- 2.16% |
$6.2K - $7.65K
|
4.85K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-109- 0.87% |
$6.32K - $7.79K
|
12.5K
$656K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-110- 4.9% |
$6.38K - $7.87K
|
2.13K
$112K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 82.35% |
$6.49K - $8.01K
|
24
$1.26K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-116- 3.21% |
$6.72K - $8.29K
|
3.5K
$184K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-120- 1.93% |
$6.96K - $8.58K
|
6.08K
$320K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-121- 1.58% |
$7.01K - $8.65K
|
7.52K
$396K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-124- 16.87% |
$7.19K - $8.87K
|
611
$32.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-126- 1.0% |
$7.3K - $9.01K
|
12.4K
$654K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-128- 28.13% |
$7.42K - $9.15K
|
327
$17.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-132- 50.0% |
$7.65K - $9.44K
|
132
$6.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-133- 1.67% |
$7.71K - $9.51K
|
7.82K
$412K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-134- 24.72% |
$7.77K - $9.58K
|
408
$21.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-140- 0.91% |
$8.11K - $10K
|
15.2K
$803K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-145- 34.44% |
$8.4K - $10.4K
|
276
$14.5K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 2.72% |
$8.69K - $10.7K
|
5.36K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-150- 7.38% |
$8.69K - $10.7K
|
1.88K
$99K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-150- 4.11% |
$8.69K - $10.7K
|
3.5K
$184K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-153- 86.44% |
$8.87K - $10.9K
|
24
$1.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-156- 0.1% |
$9.04K - $11.2K
|
163K
$8.59M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-159- 2.57% |
$9.22K - $11.4K
|
6.02K
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-160- 33.33% |
$9.27K - $11.4K
|
320
$16.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-162- 2.28% |
$9.39K - $11.6K
|
6.96K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-167- 78.04% |
$9.68K - $11.9K
|
47
$2.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 4.83% |
$9.97K - $12.3K
|
3.39K
$178K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-173- 2.16% |
$10K - $12.4K
|
7.85K
$413K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-173- 2.16% |
$10K - $12.4K
|
7.85K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-174- 2.36% |
$10.1K - $12.4K
|
7.19K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-179- 1.94% |
$10.4K - $12.8K
|
9.04K
$476K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-181- 3.65% |
$10.5K - $12.9K
|
4.78K
$252K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-183- 2.37% |
$10.6K - $13.1K
|
7.54K
$397K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-197- 7.31% |
$11.4K - $14.1K
|
2.5K
$131K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-197- 5.86% |
$11.4K - $14.1K
|
3.16K
$166K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-199- 3.79% |
$11.5K - $14.2K
|
5.05K
$266K
|