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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.6K+ 40.18% |
$110K - $137K
|
5.58K
$307K
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.59K+ 43.31% |
$110K - $136K
|
5.25K
$289K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.57K+ 6.45% |
$108K - $134K
|
25.9K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.54K+ 22.17% |
$107K - $132K
|
8.5K
$468K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53KNew |
$106K - $131K
|
1.53K
$84.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.53K+ 19.61% |
$105K - $131K
|
9.31K
$513K
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
1.49K+ 5.71% |
$103K - $128K
|
27.6K
$1.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.49K+ 58.01% |
$103K - $127K
|
4.05K
$223K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.48K+ 1.9% |
$103K - $127K
|
79.6K
$4.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.47KNew |
$102K - $126K
|
1.47K
$81K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 3.66% |
$101K - $126K
|
41.5K
$2.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.45KNew |
$100K - $124K
|
1.45K
$80K
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.45K+ 55.56% |
$100K - $124K
|
4.06K
$224K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
1.45K+ 38.15% |
$100K - $124K
|
5.25K
$289K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.45K+ 6.57% |
$100K - $124K
|
23.5K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.4K+ 23.46% |
$96.4K - $119K
|
7.34K
$405K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.39K+ 2.53% |
$95.9K - $119K
|
56.3K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.39K+ 33.92% |
$95.7K - $119K
|
5.47K
$302K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.38K+ 0.74% |
$95.6K - $119K
|
189K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.38K+ 35.51% |
$95.6K - $119K
|
5.28K
$291K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
1.32K+ 0.16% |
$91.4K - $113K
|
830K
$45.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.3K+ 6.12% |
$90.1K - $112K
|
22.6K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.3K+ 1.78% |
$89.9K - $111K
|
74.5K
$4.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.29K+ 7.52% |
$89K - $110K
|
18.4K
$1.01M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.27K+ 57.43% |
$87.6K - $109K
|
3.48K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.26K+ 31.5% |
$87.3K - $108K
|
5.27K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.26K+ 11.57% |
$86.9K - $108K
|
12.1K
$668K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.25K+ 15.94% |
$86.7K - $107K
|
9.12K
$503K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.22K+ 20.72% |
$84.2K - $104K
|
7.1K
$391K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.21K+ 13.23% |
$83.5K - $103K
|
10.3K
$570K
|
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.2K+ 0.33% |
$82.9K - $103K
|
366K
$20.2M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.18K+ 16.6% |
$81.4K - $101K
|
8.28K
$456K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 14.96% |
$80.4K - $99.7K
|
8.95K
$493K
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1.15K+ 1.16% |
$79.6K - $98.7K
|
100K
$5.53M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 6.67% |
$78.7K - $97.6K
|
18.2K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.13K+ 24.38% |
$77.9K - $96.5K
|
5.75K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.12K+ 9.03% |
$77.5K - $96.1K
|
13.5K
$747K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 7.09% |
$73.6K - $91.2K
|
16.1K
$887K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.06K+ 3.21% |
$73.5K - $91K
|
34.1K
$1.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06K+ 5.42% |
$73.4K - $91K
|
20.7K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 31.67% |
$72.8K - $90.2K
|
4.38K
$241K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 24.62% |
$72.1K - $89.3K
|
5.28K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.04K+ 10.91% |
$71.5K - $88.6K
|
10.5K
$580K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 13.79% |
$71K - $88K
|
8.49K
$468K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.03K+ 10.25% |
$70.8K - $87.8K
|
11K
$608K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
1K+ 13.89% |
$69.1K - $85.7K
|
8.2K
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1K+ 24.69% |
$69.1K - $85.7K
|
5.05K
$279K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
985+ 9.43% |
$68.1K - $84.4K
|
11.4K
$630K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
971+ 8.88% |
$67.1K - $83.2K
|
11.9K
$657K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
969+ 68.63% |
$67K - $83K
|
2.38K
$131K
|