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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 37.99% |
$1.32M - $1.62M
|
82.4K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
21.8K+ 42.55% |
$1.26M - $1.56M
|
73.1K
$3.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21.7KNew |
$1.26M - $1.55M
|
21.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
21.7KNew |
$1.26M - $1.55M
|
21.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 6.46% |
$1.25M - $1.54M
|
355K
$19M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21.5K+ 97.02% |
$1.25M - $1.54M
|
43.7K
$2.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
21.2K+ 2.99% |
$1.23M - $1.51M
|
729K
$39.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
21.1K+ 17.87% |
$1.23M - $1.51M
|
139K
$7.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.1KNew |
$1.22M - $1.51M
|
21.1K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
20.3K+ 23.25% |
$1.18M - $1.45M
|
108K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
19.7K+ 55.85% |
$1.14M - $1.41M
|
55.1K
$2.95M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.6KNew |
$1.14M - $1.4M
|
19.6K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.5K+ 259.62% |
$1.13M - $1.39M
|
26.9K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.4KNew |
$1.13M - $1.39M
|
19.4K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
19.3KNew |
$1.12M - $1.38M
|
19.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.12M - $1.38M
|
19.3K
$1.03M
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
18.4K+ 48.63% |
$1.07M - $1.32M
|
56.4K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
17.9K+ 94.47% |
$1.04M - $1.28M
|
36.8K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
17.8K+ 244.24% |
$1.03M - $1.27M
|
25K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 37.73% |
$1.02M - $1.25M
|
63.9K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1M - $1.23M
|
17.3K
$925K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
17.2KNew |
$996K - $1.23M
|
17.2K
$921K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
16.9K+ 59.27% |
$980K - $1.21M
|
45.4K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.8K+ 18.16% |
$974K - $1.2M
|
109K
$5.86M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$956K - $1.18M
|
16.5K
$884K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.3K+ 181.97% |
$947K - $1.17M
|
25.3K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
16.2K+ 42.2% |
$939K - $1.16M
|
54.6K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15.6KNew |
$903K - $1.11M
|
15.6K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15KNew |
$870K - $1.07M
|
15K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.8KNew |
$861K - $1.06M
|
14.8K
$796K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.7K+ 9.98% |
$851K - $1.05M
|
162K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.2K+ 0.97% |
$825K - $1.02M
|
1.48M
$79.2M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.2KNew |
$823K - $1.02M
|
14.2K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
13.6KNew |
$791K - $975K
|
13.6K
$731K
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13.6KNew |
$787K - $971K
|
13.6K
$728K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 95.45% |
$780K - $962K
|
27.6K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
13K+ 9.82% |
$754K - $930K
|
145K
$7.79M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.8K+ 2.66% |
$742K - $915K
|
493K
$26.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$736K - $908K
|
12.7K
$681K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12.7K+ 25.09% |
$734K - $906K
|
63.2K
$3.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
12.5K+ 14.56% |
$726K - $895K
|
98.6K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12.5KNew |
$723K - $892K
|
12.5K
$669K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
12.5K+ 15.09% |
$722K - $891K
|
95K
$5.09M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 32.28% |
$715K - $882K
|
50.6K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
12.2K+ 3.0% |
$706K - $870K
|
418K
$22.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
11.7KNew |
$680K - $839K
|
11.7K
$629K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.4KNew |
$663K - $818K
|
11.4K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$663K - $818K
|
11.4K
$613K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.4K+ 710.05% |
$659K - $813K
|
13K
$695K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
11.3K+ 213.58% |
$655K - $809K
|
16.6K
$890K
|