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 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.3K+ 31.03% |
$655K - $808K
|
47.7K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.3K+ 94.34% |
$653K - $806K
|
23.2K
$1.24M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.9K+ 29.32% |
$633K - $781K
|
48.2K
$2.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
10.7K+ 26.21% |
$621K - $767K
|
51.6K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
10.7K+ 38.77% |
$621K - $766K
|
38.3K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.5KNew |
$608K - $750K
|
10.5K
$562K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.5K+ 14.06% |
$608K - $750K
|
85K
$4.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
10.1KNew |
$585K - $721K
|
10.1K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.1K+ 3.07% |
$584K - $720K
|
338K
$18.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10.1KNew |
$584K - $720K
|
10.1K
$540K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
10.1K+ 21.97% |
$582K - $719K
|
55.8K
$2.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
9.95K+ 4.99% |
$576K - $711K
|
209K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.79KNew |
$568K - $700K
|
9.79K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.75KNew |
$565K - $697K
|
9.75K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
9.71KNew |
$563K - $694K
|
9.71K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9.56K+ 103.82% |
$554K - $684K
|
18.8K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.42K+ 7.98% |
$546K - $674K
|
128K
$6.84M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.31K+ 3.59% |
$539K - $666K
|
268K
$14.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.02K+ 21.87% |
$523K - $645K
|
50.3K
$2.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.97K+ 16.12% |
$520K - $641K
|
64.6K
$3.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.92KNew |
$517K - $637K
|
8.92K
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.74K+ 4.86% |
$506K - $625K
|
189K
$10.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
8.69KNew |
$504K - $621K
|
8.69K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.6KNew |
$498K - $615K
|
8.6K
$461K
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
8.59KNew |
$498K - $614K
|
8.59K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.58K+ 37.91% |
$497K - $613K
|
31.2K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.26K+ 23.71% |
$479K - $590K
|
43.1K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.21KNew |
$476K - $587K
|
8.21K
$440K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.15K+ 126.83% |
$472K - $582K
|
14.6K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$464K - $572K
|
8K
$429K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.87K+ 14.45% |
$456K - $562K
|
62.3K
$3.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
BUY
|
- |
7.8KNew |
$452K - $558K
|
7.8K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.72KNew |
$448K - $552K
|
7.72K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.71K+ 18.17% |
$447K - $551K
|
50.1K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.63K+ 217.26% |
$442K - $546K
|
11.1K
$597K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
7.56K+ 32.0% |
$438K - $540K
|
31.2K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.38KNew |
$428K - $528K
|
7.38K
$396K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
7.32K+ 145.09% |
$424K - $524K
|
12.4K
$663K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.13K+ 5.76% |
$413K - $510K
|
131K
$7.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.13K+ 14.21% |
$413K - $510K
|
57.3K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.06K+ 12.99% |
$409K - $505K
|
61.4K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
7.05KNew |
$408K - $504K
|
7.05K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.02K+ 41.6% |
$407K - $502K
|
23.9K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7K+ 80.62% |
$406K - $500K
|
15.7K
$840K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
6.97K+ 16.14% |
$404K - $498K
|
50.1K
$2.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
6.96KNew |
$404K - $498K
|
6.96K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
6.84K+ 64.82% |
$396K - $489K
|
17.4K
$932K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.81K+ 22.86% |
$394K - $487K
|
36.6K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.74K+ 18.28% |
$391K - $482K
|
43.6K
$2.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
6.59KNew |
$382K - $471K
|
6.59K
$353K
|