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 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-622- 2.45% |
$36.1K - $44.5K
|
24.8K
$1.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-625- 14.9% |
$36.2K - $44.7K
|
3.57K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-643- 5.9% |
$37.3K - $46K
|
10.3K
$550K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-650- 3.23% |
$37.7K - $46.5K
|
19.5K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-650- 3.94% |
$37.7K - $46.5K
|
15.9K
$850K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-651- 2.69% |
$37.7K - $46.5K
|
23.6K
$1.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-670- 14.67% |
$38.8K - $47.9K
|
3.9K
$209K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-692- 4.52% |
$40.1K - $49.5K
|
14.6K
$783K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-692- 4.52% |
$40.1K - $49.5K
|
14.6K
$783K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-700- 11.13% |
$40.6K - $50.1K
|
5.59K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-719- 7.29% |
$41.7K - $51.4K
|
9.15K
$490K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-724- 2.26% |
$42K - $51.8K
|
31.3K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-724- 2.05% |
$42K - $51.8K
|
34.6K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-736- 8.91% |
$42.7K - $52.6K
|
7.52K
$403K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-759- 5.23% |
$44K - $54.3K
|
13.8K
$738K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-766Closed |
$44.4K - $54.8K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-779- 0.75% |
$45.2K - $55.7K
|
103K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-780- 5.15% |
$45.2K - $55.8K
|
14.4K
$770K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-789- 4.6% |
$45.7K - $56.4K
|
16.4K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-794- 15.16% |
$46K - $56.8K
|
4.45K
$238K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-802- 1.64% |
$46.5K - $57.3K
|
48K
$2.57M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-822- 2.44% |
$47.6K - $58.8K
|
32.9K
$1.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-824- 13.44% |
$47.8K - $58.9K
|
5.31K
$284K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-826- 4.35% |
$47.9K - $59.1K
|
18.2K
$973K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-834- 3.89% |
$48.3K - $59.6K
|
20.6K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-860- 1.85% |
$49.8K - $61.5K
|
45.7K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-880- 16.67% |
$51K - $62.9K
|
4.4K
$236K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-889- 8.37% |
$51.5K - $63.6K
|
9.73K
$521K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-894- 5.1% |
$51.8K - $63.9K
|
16.6K
$892K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-907- 21.73% |
$52.6K - $64.9K
|
3.27K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-937- 17.22% |
$54.3K - $67K
|
4.5K
$241K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-946- 39.73% |
$54.8K - $67.6K
|
1.44K
$76.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-966- 15.39% |
$56K - $69.1K
|
5.31K
$285K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-982- 2.59% |
$56.9K - $70.2K
|
36.9K
$1.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-985- 18.98% |
$57.1K - $70.4K
|
4.21K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-985- 7.53% |
$57.1K - $70.4K
|
12.1K
$648K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-987- 10.01% |
$57.2K - $70.6K
|
8.87K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-993- 21.8% |
$57.6K - $71K
|
3.56K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-994- 1.71% |
$57.6K - $71.1K
|
57.2K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-994- 5.86% |
$57.6K - $71.1K
|
16K
$856K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1K- 4.15% |
$58K - $71.5K
|
23.1K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1K- 19.8% |
$58K - $71.5K
|
4.05K
$217K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.01K- 0.46% |
$58.6K - $72.3K
|
217K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.04K- 3.19% |
$60.2K - $74.2K
|
31.5K
$1.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.04K- 26.61% |
$60.3K - $74.4K
|
2.87K
$154K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.04K- 2.02% |
$60.3K - $74.4K
|
50.5K
$2.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.07K- 10.7% |
$62.2K - $76.8K
|
8.96K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-1.1K- 5.41% |
$63.6K - $78.5K
|
19.2K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.11K- 22.37% |
$64.3K - $79.3K
|
3.85K
$206K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.12K- 6.34% |
$64.6K - $79.7K
|
16.5K
$883K
|