Purchases and Sales Made in Q2 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
194+ 1.17% |
$14.2K - $17.1K
|
16.8K
$916K
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
186+ 0.29% |
$13.7K - $16.4K
|
63.9K
$3.49M
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
184+ 0.87% |
$13.5K - $16.3K
|
21.4K
$1.17M
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
184+ 4.94% |
$13.5K - $16.3K
|
3.91K
$213K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
181+ 0.34% |
$13.3K - $16K
|
54K
$2.95M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
178+ 3.0% |
$13.1K - $15.7K
|
6.12K
$334K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
177+ 0.6% |
$13K - $15.6K
|
29.6K
$1.62M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
174New |
$12.8K - $15.4K
|
174
$9.51K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
172+ 4.04% |
$12.6K - $15.2K
|
4.43K
$242K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
168+ 1.43% |
$12.3K - $14.8K
|
11.9K
$653K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
163+ 4.27% |
$12K - $14.4K
|
3.98K
$218K
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
155+ 5.02% |
$11.4K - $13.7K
|
3.24K
$177K
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
150+ 4.24% |
$11K - $13.3K
|
3.69K
$201K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
148+ 0.87% |
$10.9K - $13.1K
|
17.1K
$934K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 5.85% |
$10.8K - $13K
|
2.66K
$145K
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
145+ 0.16% |
$10.6K - $12.8K
|
88.8K
$4.85M
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
145New |
$10.6K - $12.8K
|
145
$7.92K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
144New |
$10.6K - $12.7K
|
144
$7.87K
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
144+ 1.95% |
$10.6K - $12.7K
|
7.52K
$411K
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
137+ 4.17% |
$10.1K - $12.1K
|
3.42K
$187K
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
136+ 31.85% |
$9.98K - $12K
|
563
$30.8K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
136+ 0.84% |
$9.98K - $12K
|
16.3K
$889K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
135+ 8.52% |
$9.91K - $11.9K
|
1.72K
$94K
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
133+ 1.24% |
$9.76K - $11.8K
|
10.9K
$593K
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
132+ 3.92% |
$9.69K - $11.7K
|
3.5K
$191K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
131+ 4.84% |
$9.62K - $11.6K
|
2.84K
$155K
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
130+ 4.3% |
$9.54K - $11.5K
|
3.15K
$172K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
129+ 2.51% |
$9.47K - $11.4K
|
5.26K
$287K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
127+ 2.75% |
$9.32K - $11.2K
|
4.75K
$260K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127New |
$9.32K - $11.2K
|
127
$6.94K
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
125+ 3.63% |
$9.18K - $11K
|
3.57K
$195K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
125+ 48.83% |
$9.18K - $11K
|
381
$20.8K
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
124+ 4.38% |
$9.1K - $11K
|
2.95K
$161K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
121+ 1.05% |
$8.88K - $10.7K
|
11.7K
$637K
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
120+ 0.72% |
$8.81K - $10.6K
|
16.7K
$913K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
120New |
$8.81K - $10.6K
|
120
$6.56K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
117New |
$8.59K - $10.3K
|
117
$6.39K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 1.5% |
$8.52K - $10.3K
|
7.86K
$429K
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
116+ 1.33% |
$8.52K - $10.3K
|
8.83K
$482K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115+ 34.95% |
$8.44K - $10.2K
|
444
$24.3K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
114+ 0.52% |
$8.37K - $10.1K
|
22.1K
$1.21M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$8.3K - $9.99K
|
113
$6.17K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
109+ 0.05% |
$8K - $9.63K
|
222K
$12.1M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
109+ 2.89% |
$8K - $9.63K
|
3.88K
$212K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
107+ 3.11% |
$7.85K - $9.46K
|
3.55K
$194K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106+ 0.48% |
$7.78K - $9.37K
|
22K
$1.2M
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
106+ 1.41% |
$7.78K - $9.37K
|
7.62K
$416K
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
106+ 3.56% |
$7.78K - $9.37K
|
3.08K
$168K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
106+ 2.97% |
$7.78K - $9.37K
|
3.68K
$201K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
105+ 3.57% |
$7.71K - $9.28K
|
3.04K
$166K
|