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 |
|---|---|---|---|---|---|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
7,708
shares
|
$455,696
0.17% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,692
shares
|
$454,751
0.04% of portfolio
|
Q4 2021
Added 40.29%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,686
shares
|
$454,396
0.05% of portfolio
|
Q3 2024
Added 45.21%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
7,675
shares
|
$453,746
0.29% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,673
shares
|
$453,627
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
7,670
shares
|
$453,450
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,639
shares
|
$451,617
0.17% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
7,639
shares
|
$451,617
0.29% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,593
shares
|
$448,898
0.01% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
7,559
shares
|
$446,888
0.08% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,559
shares
|
$446,888
0.03% of portfolio
|
Q3 2024
Added 44.15%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
7,490
shares
|
$442,808
0.29% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,473
shares
|
$441,803
0.06% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
7,463
shares
|
$441,212
0.04% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,420
shares
|
$438,670
0.0% of portfolio
|
Q3 2024
Reduced 68.22%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
7,417
shares
|
$438,493
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
7,413
shares
|
$438,256
0.03% of portfolio
|
Q1 2024
Added 7.02%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
7,410
shares
|
$438,079
0.08% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
7,390
shares
|
$436,896
0.04% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
7,364
shares
|
$435,359
0.01% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
7,344
shares
|
$434,177
0.08% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,312
shares
|
$432,285
0.01% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,290
shares
|
$430,984
0.06% of portfolio
|
Q2 2024
Reduced 13.93%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
7,282
shares
|
$430,511
0.09% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,262
shares
|
$429,329
0.0% of portfolio
|
Q3 2023
Reduced 24.1%
|