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 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-337- 5.81% |
$19.5K - $24.1K
|
5.47K
$288K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-345- 2.07% |
$20K - $24.7K
|
16.3K
$859K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-350- 76.09% |
$20.3K - $25K
|
110
$5.79K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-355- 4.7% |
$20.6K - $25.4K
|
7.19K
$378K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-359- 0.85% |
$20.8K - $25.7K
|
42K
$2.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-365- 96.56% |
$21.2K - $26.1K
|
13
$684
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-378- 14.43% |
$21.9K - $27K
|
2.24K
$118K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-394- 4.06% |
$22.8K - $28.2K
|
9.31K
$490K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-394- 94.94% |
$22.8K - $28.2K
|
21
$1.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-398- 5.33% |
$23.1K - $28.5K
|
7.07K
$372K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-400- 3.87% |
$23.2K - $28.6K
|
9.94K
$523K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-410- 5.75% |
$23.8K - $29.3K
|
6.72K
$354K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-446- 5.17% |
$25.9K - $31.9K
|
8.19K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-447- 8.0% |
$25.9K - $32K
|
5.14K
$271K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-450- 2.41% |
$26.1K - $32.2K
|
18.3K
$961K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-451- 4.44% |
$26.1K - $32.2K
|
9.71K
$511K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-454- 0.29% |
$26.3K - $32.5K
|
155K
$8.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-456- 3.34% |
$26.4K - $32.6K
|
13.2K
$694K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-456- 8.52% |
$26.4K - $32.6K
|
4.9K
$258K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-461- 5.63% |
$26.7K - $33K
|
7.72K
$407K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-465- 4.84% |
$27K - $33.2K
|
9.14K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-468- 10.99% |
$27.1K - $33.5K
|
3.79K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-472- 8.38% |
$27.4K - $33.7K
|
5.16K
$272K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-473- 5.03% |
$27.4K - $33.8K
|
8.93K
$470K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-480- 2.97% |
$27.8K - $34.3K
|
15.7K
$825K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-481- 26.92% |
$27.9K - $34.4K
|
1.31K
$68.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-483- 16.08% |
$28K - $34.5K
|
2.52K
$133K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-520- 4.53% |
$30.1K - $37.2K
|
11K
$577K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-524- 1.02% |
$30.4K - $37.5K
|
51K
$2.68M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-528- 2.45% |
$30.6K - $37.8K
|
21K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-530- 9.67% |
$30.7K - $37.9K
|
4.95K
$261K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-535- 3.71% |
$31K - $38.3K
|
13.9K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-545- 10.21% |
$31.6K - $39K
|
4.8K
$252K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-551- 4.81% |
$31.9K - $39.4K
|
10.9K
$574K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-563- 21.13% |
$32.6K - $40.3K
|
2.1K
$111K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-565- 5.61% |
$32.7K - $40.4K
|
9.51K
$501K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-574- 6.7% |
$33.3K - $41K
|
7.99K
$421K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-574- 7.24% |
$33.3K - $41K
|
7.35K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-576- 9.77% |
$33.4K - $41.2K
|
5.32K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-577- 2.51% |
$33.4K - $41.3K
|
22.4K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-579- 4.3% |
$33.6K - $41.4K
|
12.9K
$679K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-580- 8.04% |
$33.6K - $41.5K
|
6.63K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-581- 14.91% |
$33.7K - $41.5K
|
3.32K
$175K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-582- 26.55% |
$33.7K - $41.6K
|
1.61K
$84.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-587- 4.93% |
$34K - $42K
|
11.3K
$596K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-593- 18.88% |
$34.4K - $42.4K
|
2.55K
$134K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-597- 5.3% |
$34.6K - $42.7K
|
10.7K
$562K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-600- 2.43% |
$34.8K - $42.9K
|
24.1K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-604- 7.75% |
$35K - $43.2K
|
7.19K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-618- 12.78% |
$35.8K - $44.2K
|
4.22K
$222K
|