Purchases and Sales Made in Q3 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
590+ 5.54% |
$40.8K - $50.5K
|
11.2K
$619K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
583+ 6.78% |
$40.3K - $49.9K
|
9.18K
$506K
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
567+ 5.51% |
$39.2K - $48.6K
|
10.9K
$599K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
565+ 12.6% |
$39K - $48.4K
|
5.05K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
564+ 1.49% |
$39K - $48.3K
|
38.5K
$2.12M
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
561+ 15.17% |
$38.8K - $48K
|
4.26K
$235K
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
561+ 6.53% |
$38.8K - $48K
|
9.16K
$505K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
556+ 0.31% |
$38.4K - $47.6K
|
181K
$10M
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
554+ 1.48% |
$38.3K - $47.5K
|
38K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544+ 1.47% |
$37.6K - $46.6K
|
37.6K
$2.07M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
539+ 3.05% |
$37.3K - $46.2K
|
18.2K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
538+ 1.39% |
$37.2K - $46.1K
|
39.4K
$2.17M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
536+ 2.13% |
$37K - $45.9K
|
25.7K
$1.42M
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
531+ 1.81% |
$36.7K - $45.5K
|
29.8K
$1.64M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
530+ 17.23% |
$36.6K - $45.4K
|
3.61K
$199K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
527+ 5.97% |
$36.4K - $45.1K
|
9.35K
$516K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
526+ 3.68% |
$36.4K - $45.1K
|
14.8K
$817K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
521+ 9.15% |
$36K - $44.6K
|
6.21K
$343K
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
520+ 6.65% |
$35.9K - $44.5K
|
8.35K
$460K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
516+ 4.5% |
$35.7K - $44.2K
|
12K
$661K
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
515+ 14.01% |
$35.6K - $44.1K
|
4.19K
$231K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
500+ 100.0% |
$34.6K - $42.8K
|
1K
$55.1K
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
497+ 7.8% |
$34.3K - $42.6K
|
6.87K
$379K
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
495+ 2.14% |
$34.2K - $42.4K
|
23.6K
$1.3M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
492+ 9.71% |
$34K - $42.1K
|
5.56K
$307K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
480+ 2.21% |
$33.2K - $41.1K
|
22.2K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
480+ 2.21% |
$33.2K - $41.1K
|
22.2K
$1.22M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
477+ 7.95% |
$33K - $40.9K
|
6.48K
$357K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
475+ 16.52% |
$32.8K - $40.7K
|
3.35K
$185K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
471+ 19.34% |
$32.6K - $40.3K
|
2.91K
$160K
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
471+ 41.98% |
$32.6K - $40.3K
|
1.59K
$87.8K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
465+ 1.24% |
$32.1K - $39.8K
|
37.8K
$2.09M
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
463+ 0.38% |
$32K - $39.7K
|
123K
$6.76M
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
458+ 11.5% |
$31.7K - $39.2K
|
4.44K
$245K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
454+ 9.47% |
$31.4K - $38.9K
|
5.25K
$289K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
454+ 3.85% |
$31.4K - $38.9K
|
12.3K
$676K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
452+ 3.38% |
$31.2K - $38.7K
|
13.8K
$763K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
451+ 62.21% |
$31.2K - $38.6K
|
1.18K
$64.8K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
450+ 10.15% |
$31.1K - $38.5K
|
4.88K
$269K
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
448+ 17.43% |
$31K - $38.4K
|
3.02K
$166K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
442+ 1.74% |
$30.5K - $37.9K
|
25.8K
$1.42M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
438+ 17.12% |
$30.3K - $37.5K
|
3K
$165K
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
436+ 7.51% |
$30.1K - $37.3K
|
6.24K
$344K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
427+ 1.58% |
$29.5K - $36.6K
|
27.5K
$1.51M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
424+ 3.69% |
$29.3K - $36.3K
|
11.9K
$657K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
420+ 7.73% |
$29K - $36K
|
5.85K
$323K
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
410+ 2.13% |
$28.3K - $35.1K
|
19.6K
$1.08M
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
409+ 0.84% |
$28.3K - $35K
|
49.4K
$2.72M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
408+ 5.52% |
$28.2K - $34.9K
|
7.79K
$430K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
408New |
$28.2K - $34.9K
|
408
$22.5K
|