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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,173
shares
|
$364,947
0.02% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
6,163
shares
|
$364,356
0.01% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,134
shares
|
$362,642
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
6,134
shares
|
$362,642
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,106
shares
|
$360,986
0.0% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,032
shares
|
$356,611
0.19% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
6,006
shares
|
$355,074
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
6,001
shares
|
$354,779
0.27% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,000
shares
|
$354,720
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,995
shares
|
$354,424
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,986
shares
|
$353,892
0.0% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,985
shares
|
$353,833
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
5,982
shares
|
$353,655
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,960
shares
|
$352,355
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,956
shares
|
$352,118
0.14% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,937
shares
|
$350,995
0.01% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
5,935
shares
|
$350,877
0.01% of portfolio
|
Q3 2024
Added 39.42%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,934
shares
|
$350,818
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
5,929
shares
|
$350,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,920
shares
|
$349,990
0.05% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
5,915
shares
|
$349,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,902
shares
|
$348,926
0.02% of portfolio
|
Q3 2023
Reduced 34.47%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$348,808
0.02% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,870
shares
|
$347,034
0.06% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
5,855
shares
|
$346,147
0.04% of portfolio
|
Q2 2024
Reduced 47.04%
|