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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
9,975
shares
|
$589,722
0.27% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
9,955
shares
|
$588,539
0.14% of portfolio
|
Q3 2024
Added 87.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
9,925
shares
|
$586,766
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
9,920
shares
|
$586,470
0.06% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
9,912
shares
|
$585,997
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
9,886
shares
|
$584,460
0.04% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,884
shares
|
$584,342
0.02% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,882
shares
|
$584,223
0.11% of portfolio
|
Q1 2023
Added 18.93%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,832
shares
|
$581,267
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
9,813
shares
|
$580,144
0.13% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
9,813
shares
|
$580,144
0.12% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
9,771
shares
|
$577,661
0.05% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
9,650
shares
|
$570,508
0.03% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,644
shares
|
$570,153
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
9,636
shares
|
$569,680
0.02% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,628
shares
|
$569,207
0.04% of portfolio
|
Q4 2022
Added 51.43%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,620
shares
|
$568,734
0.01% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,590
shares
|
$566,960
0.0% of portfolio
|
Q3 2024
Reduced 47.56%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,549
shares
|
$564,536
0.01% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
9,451
shares
|
$558,743
0.01% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
9,437
shares
|
$557,915
0.01% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
9,423
shares
|
$557,087
0.03% of portfolio
|
Q3 2024
Added 26.6%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,415
shares
|
$556,614
0.05% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
9,411
shares
|
$556,378
0.22% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
9,398
shares
|
$555,609
0.02% of portfolio
|
Q3 2024
Reduced 4.01%
|