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 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9K- 20.18% |
$522K - $643K
|
35.6K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.45K- 6.15% |
$548K - $676K
|
144K
$7.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.47K- 19.84% |
$549K - $677K
|
38.3K
$2.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9.57K- 1.34% |
$554K - $684K
|
707K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-9.71K- 45.03% |
$563K - $694K
|
11.9K
$635K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-9.73K- 91.83% |
$564K - $696K
|
866
$46.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-9.82K- 52.61% |
$569K - $702K
|
8.85K
$474K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-9.9K- 30.17% |
$574K - $708K
|
22.9K
$1.23M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.99K- 10.4% |
$579K - $714K
|
86K
$4.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.1K- 13.41% |
$587K - $725K
|
65.4K
$3.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.3K- 7.18% |
$599K - $739K
|
134K
$7.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-10.5K- 75.51% |
$606K - $748K
|
3.39K
$182K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-10.8K- 21.62% |
$625K - $771K
|
39.1K
$2.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11.2K- 56.92% |
$648K - $799K
|
8.46K
$453K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.2K- 50.08% |
$648K - $799K
|
11.1K
$597K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.3K- 13.54% |
$652K - $804K
|
71.8K
$3.85M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.4K- 14.9% |
$658K - $812K
|
64.8K
$3.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11.6K- 58.8% |
$670K - $826K
|
8.1K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12K- 20.84% |
$694K - $856K
|
45.5K
$2.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-12.8K- 16.21% |
$744K - $918K
|
66.4K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-13.3K- 18.85% |
$771K - $951K
|
57.3K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13.3K- 43.44% |
$771K - $951K
|
17.3K
$929K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.6K- 47.37% |
$787K - $971K
|
15.1K
$809K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-13.8K- 36.22% |
$802K - $989K
|
24.4K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-14.2K- 32.0% |
$822K - $1.01M
|
30.1K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-14.2K- 20.81% |
$822K - $1.01M
|
53.9K
$2.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-14.4K- 3.19% |
$834K - $1.03M
|
437K
$23.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.9K- 6.83% |
$862K - $1.06M
|
203K
$10.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-15.2K- 42.74% |
$879K - $1.08M
|
20.3K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-15.3K- 2.36% |
$889K - $1.1M
|
636K
$34.1M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-15.7KClosed |
$908K - $1.12M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15.9K- 7.74% |
$921K - $1.14M
|
189K
$10.1M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16K- 68.04% |
$930K - $1.15M
|
7.54K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 3.94% |
$949K - $1.17M
|
399K
$21.4M
|
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-17.3K- 5.06% |
$1M - $1.23M
|
324K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17.6K- 3.82% |
$1.02M - $1.26M
|
444K
$23.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-17.9K- 13.16% |
$1.04M - $1.28M
|
118K
$6.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-17.9K- 10.73% |
$1.04M - $1.28M
|
149K
$7.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-18K- 41.46% |
$1.04M - $1.29M
|
25.4K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18K- 1.75% |
$1.04M - $1.29M
|
1.01M
$54.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-18.2K- 57.16% |
$1.05M - $1.3M
|
13.6K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-18.5K- 69.38% |
$1.07M - $1.33M
|
8.18K
$439K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-18.7K- 23.52% |
$1.08M - $1.34M
|
60.9K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-19.3K- 2.34% |
$1.12M - $1.38M
|
805K
$43.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-21.2K- 9.54% |
$1.23M - $1.52M
|
201K
$10.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-21.5K- 15.12% |
$1.25M - $1.54M
|
121K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-22.6K- 44.26% |
$1.31M - $1.62M
|
28.5K
$1.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-22.6K- 5.52% |
$1.31M - $1.62M
|
387K
$20.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-22.7K- 63.58% |
$1.31M - $1.62M
|
13K
$696K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.9K- 19.81% |
$1.32M - $1.63M
|
92.5K
$4.96M
|