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 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-199- 2.64% |
$11.5K - $14.2K
|
7.33K
$386K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-200- 0.98% |
$11.6K - $14.3K
|
20.2K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 2.38% |
$11.6K - $14.3K
|
8.2K
$432K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-200- 2.01% |
$11.6K - $14.3K
|
9.78K
$514K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-200- 29.03% |
$11.6K - $14.3K
|
489
$25.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 0.59% |
$11.6K - $14.3K
|
33.9K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-200- 51.95% |
$11.6K - $14.3K
|
185
$9.74K
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-200- 3.64% |
$11.6K - $14.3K
|
5.3K
$279K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-201- 39.88% |
$11.6K - $14.4K
|
303
$15.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-206- 1.45% |
$11.9K - $14.7K
|
14K
$738K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-213- 4.7% |
$12.3K - $15.2K
|
4.32K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-218- 0.86% |
$12.6K - $15.6K
|
25K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-220- 26.57% |
$12.8K - $15.7K
|
608
$32K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-220- 3.85% |
$12.8K - $15.7K
|
5.49K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-221- 4.02% |
$12.8K - $15.8K
|
5.27K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 0.87% |
$13.7K - $16.9K
|
26.9K
$1.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-238- 1.72% |
$13.8K - $17K
|
13.6K
$714K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-240- 4.14% |
$13.9K - $17.2K
|
5.56K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-240- 76.92% |
$13.9K - $17.2K
|
72
$3.79K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-242- 2.09% |
$14K - $17.3K
|
11.3K
$595K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-245- 2.26% |
$14.2K - $17.5K
|
10.6K
$558K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-249- 22.51% |
$14.4K - $17.8K
|
857
$45.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-260- 5.59% |
$15.1K - $18.6K
|
4.39K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-265- 3.4% |
$15.4K - $18.9K
|
7.52K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-269- 4.07% |
$15.6K - $19.2K
|
6.34K
$334K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-270- 3.15% |
$15.6K - $19.3K
|
8.31K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-272- 4.94% |
$15.8K - $19.4K
|
5.23K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-273- 2.4% |
$15.8K - $19.5K
|
11.1K
$584K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-275- 12.36% |
$15.9K - $19.7K
|
1.95K
$103K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-275- 2.99% |
$15.9K - $19.7K
|
8.91K
$469K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-275- 17.89% |
$15.9K - $19.7K
|
1.26K
$66.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-275- 3.06% |
$15.9K - $19.7K
|
8.71K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-275- 2.66% |
$15.9K - $19.7K
|
10.1K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-281- 5.32% |
$16.3K - $20.1K
|
5K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-284- 3.83% |
$16.5K - $20.3K
|
7.13K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-288- 0.68% |
$16.7K - $20.6K
|
42.3K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-291- 2.46% |
$16.9K - $20.8K
|
11.5K
$607K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-293- 2.94% |
$17K - $20.9K
|
9.67K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-293- 2.93% |
$17K - $20.9K
|
9.7K
$511K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-300- 6.37% |
$17.4K - $21.5K
|
4.41K
$232K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-300- 25.75% |
$17.4K - $21.5K
|
865
$45.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-300- 3.95% |
$17.4K - $21.5K
|
7.3K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-305- 11.96% |
$17.7K - $21.8K
|
2.25K
$118K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-308- 21.05% |
$17.9K - $22K
|
1.16K
$60.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-314- 61.09% |
$18.2K - $22.5K
|
200
$10.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-316- 2.61% |
$18.3K - $22.6K
|
11.8K
$621K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-325- 8.34% |
$18.8K - $23.2K
|
3.57K
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-331- 8.26% |
$19.2K - $23.7K
|
3.68K
$194K
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-332- 8.87% |
$19.2K - $23.7K
|
3.41K
$180K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-336- 6.1% |
$19.5K - $24K
|
5.17K
$272K
|