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 |
|---|---|---|---|---|---|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,995
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,573
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,528
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
21,481
shares
|
$1.27 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
21,439
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,352
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,296
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
21,158
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
21,112
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
21,078
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
20,732
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
20,581
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
20,556
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
20,395
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
20,372
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 48.15%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
20,355
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2020
Reduced 0.67%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
19,790
shares
|
$1.17 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
19,707
shares
|
$1.17 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
19,615
shares
|
$1.16 Million
0.51% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
19,570
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2022
Added 91.57%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
19,500
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
19,460
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 48.14%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
19,334
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
19,329
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Added 83.56%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
19,240
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.32%
|