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 $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,728
shares
|
$689,020
0.24% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
11,708
shares
|
$687,845
0.09% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
11,694
shares
|
$687,022
0.06% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,584
shares
|
$680,560
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
11,536
shares
|
$677,740
0.1% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
11,517
shares
|
$676,623
0.02% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
11,510
shares
|
$676,212
0.09% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
11,508
shares
|
$676,095
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
11,484
shares
|
$674,685
0.06% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
11,454
shares
|
$672,922
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,431
shares
|
$671,571
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,424
shares
|
$671,160
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,398
shares
|
$669,632
0.01% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,373
shares
|
$668,163
0.03% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
11,362
shares
|
$667,517
0.03% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,355
shares
|
$667,106
0.07% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
11,354
shares
|
$667,047
0.08% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
11,300
shares
|
$663,875
0.17% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,157
shares
|
$655,473
0.03% of portfolio
|
Q3 2024
Added 24.8%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
11,125
shares
|
$653,593
0.01% of portfolio
|
Q3 2024
Reduced 31.98%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
11,057
shares
|
$649,598
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
11,043
shares
|
$648,776
0.25% of portfolio
|
Q3 2024
Reduced 61.62%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
10,981
shares
|
$645,133
0.26% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,941
shares
|
$642,783
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
10,932
shares
|
$642,255
0.02% of portfolio
|
Q3 2024
Reduced 1.6%
|