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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
13,751
shares
|
$812,959
0.4% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
13,711
shares
|
$810,594
0.51% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
13,683
shares
|
$808,938
0.04% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
13,658
shares
|
$807,460
0.03% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
13,574
shares
|
$802,494
0.02% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,510
shares
|
$798,711
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
13,451
shares
|
$795,223
0.03% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
13,416
shares
|
$793,153
0.09% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
13,378
shares
|
$790,907
0.11% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
13,371
shares
|
$790,493
1.89% of portfolio
|
Q3 2022
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
13,262
shares
|
$784,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
13,258
shares
|
$783,812
0.05% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
13,220
shares
|
$781,566
0.24% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
13,134
shares
|
$776,482
0.02% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
13,087
shares
|
$773,703
0.25% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,024
shares
|
$769,978
0.05% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,008
shares
|
$769,032
0.06% of portfolio
|
Q3 2024
Added 54.99%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
12,975
shares
|
$767,082
0.04% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
12,950
shares
|
$765,604
0.06% of portfolio
|
Q3 2024
Reduced 44.6%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
12,934
shares
|
$764,658
0.5% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
12,897
shares
|
$762,470
0.05% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,801
shares
|
$756,795
0.02% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
12,704
shares
|
$751,060
0.17% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
12,607
shares
|
$745,325
0.07% of portfolio
|
Q3 2024
Reduced 35.27%
|
|
|
Chickasaw Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
12,544
shares
|
$741,601
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|