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 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.47KNew |
$375K - $462K
|
6.47K
$340K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$374K - $461K
|
6.45K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
6.38K+ 2.89% |
$370K - $456K
|
227K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6.36KNew |
$369K - $455K
|
6.36K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.28K+ 5.04% |
$364K - $449K
|
131K
$6.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.28K+ 4.28% |
$364K - $449K
|
153K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.2K+ 2.53% |
$359K - $443K
|
251K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.2KNew |
$359K - $443K
|
6.2K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.13K+ 10.15% |
$355K - $438K
|
66.5K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.11KNew |
$354K - $437K
|
6.11K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.1K+ 19.06% |
$353K - $436K
|
38.1K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.09K+ 0.6% |
$353K - $435K
|
1.02M
$53.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.06KNew |
$351K - $433K
|
6.06K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.93KNew |
$344K - $424K
|
5.93K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.92K+ 17.74% |
$343K - $423K
|
39.3K
$2.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.85K+ 9.24% |
$339K - $418K
|
69.1K
$3.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
5.84K+ 2.55% |
$338K - $417K
|
235K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.82KNew |
$337K - $416K
|
5.82K
$306K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.78KNew |
$335K - $413K
|
5.78K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.75KNew |
$333K - $411K
|
5.75K
$303K
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
5.71K+ 4.1% |
$331K - $408K
|
145K
$7.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.66KNew |
$328K - $405K
|
5.66K
$298K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
5.64K+ 16.56% |
$327K - $403K
|
39.7K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.58K+ 8.2% |
$324K - $399K
|
73.6K
$3.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.57KNew |
$323K - $398K
|
5.57K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.54K+ 26.38% |
$321K - $396K
|
26.5K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.53K+ 14.71% |
$321K - $396K
|
43.1K
$2.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
5.48KNew |
$317K - $391K
|
5.48K
$288K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.4KNew |
$313K - $386K
|
5.4K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.37K+ 13.84% |
$311K - $384K
|
44.2K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.33KNew |
$309K - $381K
|
5.33K
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
5.33KNew |
$309K - $381K
|
5.33K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.33K+ 19.06% |
$309K - $381K
|
33.3K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.32K+ 5.11% |
$308K - $380K
|
109K
$5.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.31K+ 19.72% |
$308K - $380K
|
32.3K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.31KNew |
$308K - $379K
|
5.31K
$279K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.3KNew |
$307K - $379K
|
5.3K
$279K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.29K+ 136.21% |
$307K - $378K
|
9.17K
$483K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.22K+ 50.12% |
$302K - $373K
|
15.6K
$822K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.19KNew |
$301K - $371K
|
5.19K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.06K+ 4.98% |
$293K - $362K
|
107K
$5.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
5.05K+ 41.32% |
$293K - $361K
|
17.3K
$908K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.03K+ 25.13% |
$292K - $360K
|
25.1K
$1.32M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5K+ 22.55% |
$290K - $358K
|
27.2K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
4.98K+ 1.52% |
$289K - $356K
|
333K
$17.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.96KNew |
$287K - $354K
|
4.96K
$261K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 46.43% |
$286K - $353K
|
15.6K
$819K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.9KNew |
$284K - $350K
|
4.9K
$258K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.89K+ 31.65% |
$284K - $350K
|
20.4K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.7K+ 25.82% |
$272K - $336K
|
22.9K
$1.21M
|