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 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.92K- 23.76% |
$169K - $208K
|
9.36K
$501K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.93K- 3.19% |
$170K - $209K
|
88.8K
$4.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.94K- 7.63% |
$170K - $210K
|
35.6K
$1.91M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.94K- 7.63% |
$170K - $210K
|
35.6K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.96K- 27.15% |
$171K - $211K
|
7.94K
$425K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.97K- 21.85% |
$172K - $212K
|
10.6K
$569K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3K- 36.58% |
$174K - $215K
|
5.2K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.03K- 32.15% |
$175K - $216K
|
6.39K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.04K- 25.0% |
$176K - $217K
|
9.11K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.06K- 19.51% |
$178K - $219K
|
12.6K
$677K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.15K- 1.21% |
$183K - $226K
|
257K
$13.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.16K- 16.95% |
$183K - $226K
|
15.5K
$830K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.16K- 9.84% |
$183K - $226K
|
29K
$1.55M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.19KClosed |
$185K - $228K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-3.2K- 10.54% |
$185K - $229K
|
27.2K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.27K- 10.3% |
$190K - $234K
|
28.5K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.36K- 62.29% |
$195K - $240K
|
2.03K
$109K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.37K- 1.53% |
$195K - $241K
|
218K
$11.7M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.37K- 1.53% |
$195K - $241K
|
218K
$11.7M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.37K- 1.53% |
$195K - $241K
|
218K
$11.7M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.39K- 13.98% |
$196K - $242K
|
20.8K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.42K- 3.04% |
$198K - $244K
|
109K
$5.83M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.42K- 9.11% |
$198K - $245K
|
34.1K
$1.83M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-3.44K- 2.77% |
$200K - $246K
|
121K
$6.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-3.46K- 34.01% |
$201K - $248K
|
6.72K
$360K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.49K- 50.0% |
$202K - $249K
|
3.49K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.51K- 27.47% |
$203K - $251K
|
9.26K
$496K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.55K- 16.06% |
$206K - $254K
|
18.6K
$994K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.58K- 8.98% |
$208K - $256K
|
36.3K
$1.95M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.72K- 2.86% |
$215K - $266K
|
126K
$6.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.75K- 27.63% |
$217K - $268K
|
9.83K
$527K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.77K- 41.33% |
$218K - $269K
|
5.35K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.78K- 27.87% |
$219K - $270K
|
9.77K
$524K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-3.79K- 33.53% |
$220K - $271K
|
7.51K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.01K- 24.22% |
$232K - $287K
|
12.5K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.17K- 36.1% |
$242K - $298K
|
7.38K
$395K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.18K- 31.31% |
$242K - $299K
|
9.16K
$491K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.2K- 18.09% |
$243K - $300K
|
19K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.27K- 10.04% |
$247K - $305K
|
38.2K
$2.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-4.33K- 5.13% |
$251K - $309K
|
80K
$4.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.34K- 36.22% |
$252K - $310K
|
7.64K
$410K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.37K- 21.65% |
$253K - $313K
|
15.8K
$848K
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.39K- 23.08% |
$254K - $314K
|
14.6K
$784K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.45K- 32.74% |
$258K - $318K
|
9.14K
$490K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.48K- 1.88% |
$260K - $321K
|
234K
$12.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.51K- 30.62% |
$262K - $323K
|
10.2K
$548K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
$263K - $324K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-4.57K- 20.98% |
$265K - $326K
|
17.2K
$922K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.6K- 8.2% |
$266K - $329K
|
51.4K
$2.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-4.61K- 44.42% |
$267K - $330K
|
5.77K
$309K
|