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 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.84K- 15.86% |
$107K - $132K
|
9.78K
$524K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.88K- 23.58% |
$109K - $134K
|
6.08K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.88K- 17.9% |
$109K - $134K
|
8.61K
$461K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.9K- 2.26% |
$110K - $136K
|
82.1K
$4.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.9K- 7.36% |
$110K - $136K
|
23.9K
$1.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.93K- 6.0% |
$112K - $138K
|
30.2K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.96K- 4.83% |
$114K - $140K
|
38.7K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2K- 21.48% |
$116K - $143K
|
7.31K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2K- 7.2% |
$116K - $143K
|
25.8K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.01K- 15.51% |
$116K - $143K
|
10.9K
$586K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-2.03K- 2.67% |
$117K - $145K
|
73.9K
$3.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.06K- 4.96% |
$119K - $147K
|
39.5K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-2.07K- 33.12% |
$120K - $148K
|
4.17K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.09K- 58.01% |
$121K - $150K
|
1.51K
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.1K- 33.11% |
$122K - $150K
|
4.24K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.14K- 1.14% |
$124K - $153K
|
186K
$9.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 8.72% |
$130K - $161K
|
23.5K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.25K- 26.96% |
$130K - $161K
|
6.1K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.25K- 4.26% |
$130K - $161K
|
50.6K
$2.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.27K- 8.32% |
$131K - $162K
|
25K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.28K- 12.63% |
$132K - $163K
|
15.8K
$846K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.3K- 17.15% |
$133K - $164K
|
11.1K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.3K- 6.99% |
$133K - $165K
|
30.6K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.31K- 9.92% |
$134K - $165K
|
20.9K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.31K- 5.26% |
$134K - $165K
|
41.6K
$2.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-2.32K- 6.21% |
$134K - $166K
|
35K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.33K- 24.82% |
$135K - $166K
|
7.05K
$378K
|
|
|
Sep 30, 2024
Q4 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.33K- 29.75% |
$135K - $167K
|
5.5K
$295K
|
|
|
Oct 02, 2024
Q4 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.33K- 29.75% |
$135K - $167K
|
5.5K
$295K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.35K- 16.88% |
$136K - $168K
|
11.6K
$621K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.38K- 74.51% |
$138K - $170K
|
813
$43.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-2.38K- 10.71% |
$138K - $170K
|
19.8K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.41K- 8.16% |
$140K - $172K
|
27.1K
$1.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.42K- 16.62% |
$140K - $173K
|
12.1K
$651K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.42K- 32.29% |
$140K - $173K
|
5.08K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.47K- 1.13% |
$143K - $176K
|
216K
$11.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.47K- 21.33% |
$143K - $177K
|
9.12K
$489K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.54K- 18.01% |
$147K - $181K
|
11.6K
$619K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.58K- 2.32% |
$150K - $185K
|
109K
$5.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-2.6K- 19.53% |
$151K - $186K
|
10.7K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 16.59% |
$154K - $190K
|
13.4K
$717K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-2.67K- 21.09% |
$155K - $191K
|
10K
$536K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.68K- 12.95% |
$155K - $191K
|
18K
$964K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.7K- 4.06% |
$157K - $193K
|
63.9K
$3.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.81K- 41.9% |
$163K - $201K
|
3.9K
$209K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.84K- 12.08% |
$164K - $203K
|
20.6K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.86K- 33.47% |
$166K - $204K
|
5.69K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 19.33% |
$166K - $205K
|
12K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.87K- 2.65% |
$166K - $205K
|
105K
$5.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-2.91K- 15.96% |
$168K - $208K
|
15.3K
$820K
|