Institutional Ownership Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D). We have compiled data on the 1,498 institutions that hold shares in the stock, with a total of 619 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
37,219
shares
|
$2.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
36,528
shares
|
$2.16 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
36,102
shares
|
$2.13 Million
0.38% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35,833
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
35,832
shares
|
$2.12 Million
0.38% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
35,720
shares
|
$2.11 Million
0.5% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
35,709
shares
|
$2.11 Million
0.51% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
35,684
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
35,623
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
35,426
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
35,385
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
35,182
shares
|
$2.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
35,161
shares
|
$2.08 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
35,068
shares
|
$2.07 Million
0.48% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
34,990
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,807
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
34,780
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
34,650
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
34,473
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
34,430
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
34,100
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
34,072
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
34,031
shares
|
$2.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
33,982
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
33,902
shares
|
$2 Million
1.06% of portfolio
|
Q2 2022
Reduced 3.69%
|