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 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.91KNew |
$111K - $137K
|
1.91K
$103K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 44.97% |
$111K - $136K
|
6.15K
$330K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.85K+ 329.64% |
$107K - $132K
|
2.41K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.84K+ 4.79% |
$107K - $131K
|
40.2K
$2.15M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.82K+ 20.05% |
$106K - $130K
|
10.9K
$585K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.8K+ 9.12% |
$104K - $129K
|
21.5K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.77KNew |
$103K - $127K
|
1.77K
$94.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.75K+ 13.68% |
$101K - $125K
|
14.5K
$779K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.67K+ 18.98% |
$96.7K - $119K
|
10.5K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.66K+ 8.14% |
$96.2K - $119K
|
22.1K
$1.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.64K+ 8.27% |
$95.1K - $117K
|
21.5K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.63K+ 29.22% |
$94.4K - $116K
|
7.2K
$386K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.62K+ 1.27% |
$93.7K - $116K
|
129K
$6.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.58K+ 23.29% |
$91.5K - $113K
|
8.35K
$448K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
1.56K+ 0.19% |
$90.4K - $112K
|
831K
$44.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.55K+ 15.52% |
$89.7K - $111K
|
11.5K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 14.55% |
$87.8K - $108K
|
11.9K
$639K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 14.55% |
$87.8K - $108K
|
11.9K
$639K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 13.71% |
$87.6K - $108K
|
12.5K
$672K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 6.97% |
$86.8K - $107K
|
23K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.49K+ 9.47% |
$86.1K - $106K
|
17.2K
$920K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.48KNew |
$85.9K - $106K
|
1.48K
$79.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.45K+ 50.82% |
$84.2K - $104K
|
4.31K
$231K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
1.41K+ 37.22% |
$82K - $101K
|
5.21K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.4K+ 27.45% |
$81.1K - $100K
|
6.5K
$348K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 11.83% |
$78.4K - $96.7K
|
12.8K
$685K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.35K+ 21.64% |
$78K - $96.2K
|
7.56K
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1.33KNew |
$77.1K - $95.2K
|
1.33K
$71.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.31K+ 1.11% |
$76.1K - $93.9K
|
119K
$6.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.27K+ 11.27% |
$73.4K - $90.5K
|
12.5K
$670K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.25K+ 0.89% |
$72.6K - $89.6K
|
142K
$7.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 21.21% |
$71.9K - $88.7K
|
7.09K
$380K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1.23K+ 17.66% |
$71.2K - $87.9K
|
8.19K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.2KNew |
$69.6K - $85.8K
|
1.2K
$64.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
1.19K+ 0.2% |
$68.9K - $84.9K
|
594K
$31.8M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.19K+ 28.3% |
$68.7K - $84.8K
|
5.38K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 14.63% |
$67.9K - $83.7K
|
9.17K
$492K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.17K+ 1.01% |
$67.8K - $83.7K
|
117K
$6.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 2.88% |
$66.9K - $82.5K
|
41.3K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.15K+ 1.34% |
$66.7K - $82.2K
|
87.1K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.13K+ 34.59% |
$65.7K - $81.1K
|
4.41K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 34.59% |
$65.7K - $81.1K
|
4.41K
$236K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.11K+ 23.1% |
$64.5K - $79.5K
|
5.93K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.1K+ 13.9% |
$63.9K - $78.9K
|
9.04K
$484K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.1K+ 28.54% |
$63.8K - $78.7K
|
4.95K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.49% |
$63.8K - $78.7K
|
226K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.07K+ 2.61% |
$62.1K - $76.6K
|
42.2K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1.07K+ 0.82% |
$62K - $76.5K
|
132K
$7.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.07K+ 12.57% |
$61.9K - $76.4K
|
9.56K
$513K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.06K+ 16.94% |
$61.3K - $75.6K
|
7.3K
$391K
|