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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
9,372
shares
|
$554,072
0.04% of portfolio
|
Q3 2024
Reduced 86.81%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,369
shares
|
$553,895
0.02% of portfolio
|
Q3 2023
Added 55.32%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,334
shares
|
$551,826
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
9,327
shares
|
$551,412
0.03% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
9,321
shares
|
$551,057
0.0% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,319
shares
|
$550,939
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,316
shares
|
$550,761
0.34% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
9,266
shares
|
$547,805
0.07% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
9,178
shares
|
$542,603
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,169
shares
|
$542,071
0.01% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
9,155
shares
|
$541,243
0.04% of portfolio
|
Q3 2024
Added 73.19%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
9,140
shares
|
$540,356
0.07% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
9,120
shares
|
$539,174
0.19% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
9,062
shares
|
$535,745
0.13% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,045
shares
|
$534,740
0.09% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
9,043
shares
|
$534,622
0.19% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
8,995
shares
|
$531,784
0.14% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
8,987
shares
|
$531,311
0.22% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
8,924
shares
|
$527,586
0.1% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
8,902
shares
|
$526,286
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
8,897
shares
|
$525,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
8,844
shares
|
$522,857
0.1% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
8,839
shares
|
$522,561
0.21% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,772
shares
|
$518,600
0.01% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
8,744
shares
|
$516,945
0.01% of portfolio
|
Q3 2024
Added 29.83%
|