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 $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,854
shares
|
$343,922
0.13% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,850
shares
|
$343,687
0.02% of portfolio
|
Q3 2024
Reduced 90.3%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
5,828
shares
|
$342,395
0.12% of portfolio
|
Q2 2024
Added 34.72%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
5,800
shares
|
$340,750
0.16% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
5,776
shares
|
$339,340
0.32% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5,763
shares
|
$338,576
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
5,749
shares
|
$337,753
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
5,746
shares
|
$337,577
0.02% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
5,732
shares
|
$336,755
0.09% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
5,722
shares
|
$336,167
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$334,875
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,688
shares
|
$334,170
0.02% of portfolio
|
Q3 2024
Reduced 39.4%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
5,676
shares
|
$333,465
0.12% of portfolio
|
Q4 2023
Reduced 8.11%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,632
shares
|
$330,880
0.33% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Centre Asset Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,621
shares
|
$330,233
0.07% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,612
shares
|
$329,705
0.0% of portfolio
|
Q3 2024
Reduced 65.52%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,610
shares
|
$329,587
0.22% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
5,600
shares
|
$329,000
0.02% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,589
shares
|
$328,353
0.17% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,568
shares
|
$327,120
0.01% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
5,564
shares
|
$326,885
0.19% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,539
shares
|
$325,416
0.02% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,529
shares
|
$324,828
0.03% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,528
shares
|
$324,770
0.01% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
5,498
shares
|
$323,007
0.11% of portfolio
|
Q3 2024
Added 12.53%
|