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 |
|---|---|---|---|---|---|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
19,168
shares
|
$1.13 Million
0.8% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,139
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,074
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
19,048
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
19,016
shares
|
$1.12 Million
1.0% of portfolio
|
Q1 2023
Added 10.64%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
19,003
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,999
shares
|
$1.12 Million
0.54% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,965
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
18,884
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2017
New holding
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
18,876
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
18,871
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18,851
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
18,835
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
18,700
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2019
Added 228.07%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
18,600
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
18,515
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
18,491
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
18,470
shares
|
$1.09 Million
0.3% of portfolio
|
Q2 2024
Added 88.47%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
18,454
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
18,285
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
18,200
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 51.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,189
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2020
Reduced 12.51%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
18,063
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
18,050
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
17,976
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2024
Reduced 73.08%
|