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 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.72KNew |
$215K - $266K
|
3.72K
$199K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.71KNew |
$215K - $265K
|
3.71K
$199K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
3.65K+ 32.66% |
$211K - $261K
|
14.8K
$794K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.58K+ 6.38% |
$208K - $256K
|
59.7K
$3.2M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.54K+ 27.45% |
$205K - $253K
|
16.4K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.54K+ 5.8% |
$205K - $253K
|
64.4K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 15.46% |
$204K - $251K
|
26.2K
$1.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
3.49KNew |
$202K - $250K
|
3.49K
$187K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
3.48K+ 163.0% |
$202K - $249K
|
5.62K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.47K+ 35.89% |
$201K - $248K
|
13.1K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.38K+ 10.83% |
$196K - $242K
|
34.6K
$1.85M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.35K+ 436.15% |
$194K - $240K
|
4.12K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.32K+ 57.55% |
$192K - $237K
|
9.09K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.28K+ 12.57% |
$190K - $235K
|
29.4K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.27K+ 51.43% |
$190K - $234K
|
9.63K
$516K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.98K+ 10.69% |
$173K - $213K
|
30.9K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.98K+ 15.27% |
$172K - $213K
|
22.5K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.96K+ 67.05% |
$172K - $212K
|
7.38K
$396K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.92K+ 5.71% |
$169K - $209K
|
54.1K
$2.9M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.86K+ 31.15% |
$166K - $204K
|
12K
$645K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.83K+ 14.9% |
$164K - $202K
|
21.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.69K+ 15.91% |
$156K - $192K
|
19.6K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.63K+ 13.85% |
$152K - $188K
|
21.6K
$1.16M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.58K+ 1.2% |
$149K - $184K
|
218K
$11.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.57K+ 27.29% |
$149K - $183K
|
12K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.47K+ 17.11% |
$143K - $176K
|
16.9K
$905K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.45K+ 17.88% |
$142K - $175K
|
16.2K
$867K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.41K+ 15.0% |
$140K - $172K
|
18.5K
$991K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.38K+ 9.93% |
$138K - $170K
|
26.4K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.37K+ 13.87% |
$138K - $170K
|
19.5K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.33K+ 44.33% |
$135K - $166K
|
7.57K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.3K+ 15.3% |
$133K - $164K
|
17.3K
$929K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.27K+ 4.02% |
$131K - $162K
|
58.7K
$3.14M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.23K+ 19.78% |
$129K - $160K
|
13.5K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.23K+ 2.41% |
$129K - $159K
|
94.5K
$5.06M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.22K+ 57.34% |
$128K - $158K
|
6.08K
$326K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$128K - $158K
|
2.21K
$118K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.2K+ 15.9% |
$128K - $157K
|
16K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.2K+ 1.49% |
$127K - $157K
|
150K
$8.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 40.79% |
$124K - $153K
|
7.38K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.1KNew |
$122K - $150K
|
2.1K
$113K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.09K+ 8.1% |
$121K - $150K
|
27.9K
$1.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.08K+ 11.68% |
$120K - $148K
|
19.9K
$1.06M
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
2.02K+ 4.94% |
$117K - $145K
|
42.9K
$2.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.97K+ 37.59% |
$114K - $141K
|
7.22K
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.95K+ 3.89% |
$113K - $139K
|
52.1K
$2.79M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.94KNew |
$112K - $138K
|
1.94K
$104K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.93K+ 4.35% |
$112K - $138K
|
46.2K
$2.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
1.92K+ 21.96% |
$111K - $137K
|
10.7K
$571K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.91K+ 7.29% |
$111K - $137K
|
28.2K
$1.51M
|