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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,510
shares
|
$739,591
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
12,467
shares
|
$737,049
0.26% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
12,438
shares
|
$735,334
0.15% of portfolio
|
Q3 2024
Added 114.12%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,432
shares
|
$734,979
0.07% of portfolio
|
Q2 2022
Added 22.07%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
12,421
shares
|
$734,329
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
12,368
shares
|
$731,196
0.24% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
12,358
shares
|
$730,604
0.01% of portfolio
|
Q3 2024
Reduced 52.96%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
12,357
shares
|
$730,545
0.16% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,347
shares
|
$729,954
0.03% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,332
shares
|
$729,067
0.15% of portfolio
|
Q1 2024
Added 25.47%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,221
shares
|
$722,505
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,201
shares
|
$721,323
0.12% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
12,151
shares
|
$718,367
0.03% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,135
shares
|
$717,421
0.03% of portfolio
|
Q3 2024
Reduced 79.41%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,124
shares
|
$716,770
0.28% of portfolio
|
Q3 2024
Reduced 19.46%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
12,073
shares
|
$713,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
12,063
shares
|
$713,164
0.11% of portfolio
|
Q3 2024
Added 80.31%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
12,042
shares
|
$711,923
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
11,994
shares
|
$709,085
0.25% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
11,929
shares
|
$705,242
0.49% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,885
shares
|
$702,641
0.01% of portfolio
|
Q3 2024
Added 24.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
11,878
shares
|
$702,227
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,777
shares
|
$696,256
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
11,771
shares
|
$695,901
1.69% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
11,736
shares
|
$693,832
0.38% of portfolio
|
Q3 2024
Added 53.73%
|