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 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.65K- 50.94% |
$269K - $332K
|
4.48K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.65K- 13.92% |
$270K - $333K
|
28.8K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.66K- 6.41% |
$270K - $333K
|
67.9K
$3.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4.66K- 19.6% |
$270K - $333K
|
19.1K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.67K- 9.29% |
$271K - $334K
|
45.6K
$2.4M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.7K- 41.69% |
$272K - $336K
|
6.57K
$346K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.78K- 12.09% |
$277K - $342K
|
34.7K
$1.83M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.8K- 15.54% |
$278K - $343K
|
26.1K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.85K- 36.84% |
$281K - $347K
|
8.32K
$438K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-4.88K- 16.42% |
$283K - $349K
|
24.8K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.04K- 50.95% |
$292K - $361K
|
4.86K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.07K- 97.48% |
$294K - $363K
|
131
$6.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.42K- 14.33% |
$314K - $387K
|
32.4K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.44K- 99.52% |
$315K - $389K
|
26
$1.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5.48K- 34.52% |
$318K - $392K
|
10.4K
$547K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-5.52K- 10.05% |
$320K - $395K
|
49.4K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.67K- 40.13% |
$329K - $406K
|
8.46K
$445K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.8K- 7.67% |
$336K - $415K
|
69.9K
$3.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-5.91K- 29.0% |
$342K - $422K
|
14.5K
$761K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.97K- 12.16% |
$346K - $427K
|
43.1K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6K- 34.32% |
$348K - $429K
|
11.5K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.02K- 2.29% |
$349K - $430K
|
257K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.03K- 15.43% |
$349K - $431K
|
33K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.05K- 4.12% |
$351K - $433K
|
141K
$7.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.22K- 8.12% |
$360K - $444K
|
70.3K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-6.22K- 88.08% |
$361K - $445K
|
842
$44.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-6.33K- 7.2% |
$367K - $453K
|
81.6K
$4.3M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6.37K- 7.93% |
$369K - $455K
|
73.9K
$3.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6.5K- 31.59% |
$377K - $465K
|
14.1K
$741K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.63K- 42.62% |
$385K - $474K
|
8.93K
$470K
|
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
SELL
|
- |
-6.73K- 53.16% |
$390K - $481K
|
5.93K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.84K- 9.17% |
$396K - $489K
|
67.7K
$3.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-7K- 14.57% |
$406K - $501K
|
41K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.2K- 42.81% |
$417K - $515K
|
9.62K
$506K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-7.26K- 31.84% |
$421K - $519K
|
15.5K
$818K
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-7.36K- 20.28% |
$426K - $526K
|
28.9K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-7.37K- 12.39% |
$427K - $527K
|
52.1K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.52K- 2.3% |
$436K - $538K
|
319K
$16.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7.54K- 4.0% |
$437K - $539K
|
181K
$9.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-7.69K- 69.45% |
$446K - $550K
|
3.38K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.71K- 16.54% |
$447K - $551K
|
38.9K
$2.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-7.85K- 4.08% |
$455K - $561K
|
185K
$9.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.86K- 7.58% |
$456K - $562K
|
95.8K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.91K- 53.62% |
$459K - $566K
|
6.84K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.12K- 15.76% |
$471K - $581K
|
43.4K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-8.69K- 33.78% |
$504K - $621K
|
17K
$896K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.7K- 0.84% |
$504K - $622K
|
1.02M
$53.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.79K- 1.82% |
$509K - $628K
|
473K
$24.9M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.8K- 10.05% |
$510K - $629K
|
78.8K
$4.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.87K- 72.37% |
$514K - $634K
|
3.39K
$178K
|