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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,820
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
17,769
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,646
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
17,636
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
17,626
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
17,593
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
17,482
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
17,465
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
17,463
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
17,455
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
17,425
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
17,308
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
17,268
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,953
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,950
shares
|
$1 Million
0.01% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,950
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 38.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
16,940
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 32.6%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,937
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
16,897
shares
|
$998,950
0.24% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
16,860
shares
|
$996,763
0.09% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
16,852
shares
|
$996,290
0.17% of portfolio
|
Q3 2022
Reduced 21.0%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
16,836
shares
|
$995,344
0.34% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
16,760
shares
|
$990,851
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
16,760
shares
|
$990,851
0.87% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
16,696
shares
|
$987,067
0.02% of portfolio
|
Q3 2024
Reduced 10.34%
|