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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.7K+ 54.56% |
$272K - $336K
|
13.3K
$700K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.69K+ 50.6% |
$272K - $335K
|
14K
$735K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
4.68KNew |
$271K - $335K
|
4.68K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.66KNew |
$270K - $333K
|
4.66K
$245K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.62K+ 104.19% |
$268K - $330K
|
9.06K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.6K+ 1.29% |
$267K - $329K
|
362K
$19M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.6K+ 14.67% |
$266K - $329K
|
35.9K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
4.58KNew |
$266K - $328K
|
4.58K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.58KNew |
$265K - $327K
|
4.58K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.5KNew |
$261K - $322K
|
4.5K
$237K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.46K+ 58.73% |
$259K - $319K
|
12.1K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
4.41KNew |
$256K - $316K
|
4.41K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.39KNew |
$255K - $314K
|
4.39K
$231K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.37KNew |
$253K - $313K
|
4.37K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.28KNew |
$248K - $306K
|
4.28K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.26K+ 45.59% |
$247K - $305K
|
13.6K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.26KNew |
$247K - $304K
|
4.26K
$224K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.25K+ 159.22% |
$246K - $304K
|
6.92K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.16K+ 439.7% |
$241K - $298K
|
5.11K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.15K+ 2.57% |
$241K - $297K
|
165K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.15KNew |
$241K - $297K
|
4.15K
$218K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.14K+ 10.61% |
$240K - $296K
|
43.1K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.12K+ 107.15% |
$239K - $295K
|
7.97K
$419K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.11KNew |
$238K - $294K
|
4.11K
$216K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.07K+ 85.24% |
$236K - $291K
|
8.83K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.05K+ 7.43% |
$235K - $290K
|
58.5K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.02K+ 8.94% |
$233K - $287K
|
49K
$2.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4KNew |
$232K - $286K
|
4K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 20.91% |
$231K - $285K
|
23.1K
$1.21M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.99K+ 81.95% |
$231K - $285K
|
8.85K
$466K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.97KNew |
$230K - $284K
|
3.97K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.96KNew |
$229K - $283K
|
3.96K
$208K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.96K+ 10.41% |
$229K - $283K
|
41.9K
$2.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$227K - $280K
|
3.92K
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
3.92K+ 31.43% |
$227K - $280K
|
16.4K
$863K
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.9KNew |
$226K - $279K
|
3.9K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.88KNew |
$225K - $278K
|
3.88K
$204K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.88KNew |
$225K - $277K
|
3.88K
$204K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3.86KNew |
$224K - $276K
|
3.86K
$203K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.85KNew |
$223K - $275K
|
3.85K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.84KNew |
$223K - $275K
|
3.84K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.83KNew |
$222K - $274K
|
3.83K
$201K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.82K+ 98.76% |
$221K - $273K
|
7.68K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.8K+ 0.28% |
$220K - $272K
|
1.36M
$71.5M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
3.79KNew |
$220K - $271K
|
3.79K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.77K+ 3.27% |
$218K - $269K
|
119K
$6.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3.76K+ 1.47% |
$218K - $269K
|
260K
$13.7M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3.76K+ 1.47% |
$218K - $269K
|
260K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.75KNew |
$217K - $268K
|
3.75K
$197K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.73K+ 3.02% |
$216K - $266K
|
127K
$6.7M
|