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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
8,736
shares
|
$516,472
0.0% of portfolio
|
Q3 2024
Reduced 36.26%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
8,726
shares
|
$515,881
0.05% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
8,685
shares
|
$513,457
0.14% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
8,682
shares
|
$513,279
0.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,678
shares
|
$513,043
0.02% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
8,669
shares
|
$512,511
0.15% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
8,656
shares
|
$511,742
0.02% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
8,639
shares
|
$510,737
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
8,565
shares
|
$506,362
0.41% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
8,556
shares
|
$505,830
0.02% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
8,542
shares
|
$505,003
0.46% of portfolio
|
Q2 2024
Reduced 11.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
8,526
shares
|
$504,057
0.06% of portfolio
|
Q2 2023
Reduced 16.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,498
shares
|
$502,401
0.02% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
8,472
shares
|
$500,864
0.08% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
8,454
shares
|
$499,800
0.15% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
8,444
shares
|
$499,209
0.27% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
8,443
shares
|
$499,150
0.29% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,435
shares
|
$498,677
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
8,428
shares
|
$498,263
0.03% of portfolio
|
Q3 2024
Reduced 42.14%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,422
shares
|
$497,908
0.21% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
8,402
shares
|
$496,726
0.39% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,382
shares
|
$495,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
8,250
shares
|
$487,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,237
shares
|
$486,971
0.05% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
8,234
shares
|
$486,794
0.07% of portfolio
|
Q3 2024
Added 5781.43%
|