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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
4,924
shares
|
$289,285
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,922
shares
|
$289,167
0.19% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,919
shares
|
$288,991
0.02% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$287,698
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
4,828
shares
|
$283,645
0.01% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,816
shares
|
$282,940
0.03% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
4,799
shares
|
$281,941
0.01% of portfolio
|
Q1 2022
Added 102.92%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
4,796
shares
|
$281,765
0.14% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,779
shares
|
$280,766
0.1% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,772
shares
|
$280,355
0.04% of portfolio
|
Q3 2024
Added 280.85%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
4,770
shares
|
$280,237
0.01% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
4,760
shares
|
$279,650
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
4,729
shares
|
$277,828
0.22% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,705
shares
|
$276,418
0.07% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
4,704
shares
|
$276,360
0.09% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
4,703
shares
|
$276,301
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,702
shares
|
$276,242
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,680
shares
|
$274,950
0.1% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
4,670
shares
|
$274,362
0.18% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,666
shares
|
$274,127
0.03% of portfolio
|
Q4 2021
Added 9.89%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,661
shares
|
$273,833
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
4,657
shares
|
$273,598
0.02% of portfolio
|
Q1 2024
Added 2.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,604
shares
|
$270,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
4,600
shares
|
$270,250
0.0% of portfolio
|
Q1 2023
Reduced 90.05%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
4,597
shares
|
$270,073
0.07% of portfolio
|
Q3 2024
Reduced 41.06%
|