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 |
|---|---|---|---|---|---|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,596
shares
|
$270,015
0.04% of portfolio
|
Q3 2024
Reduced 52.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,586
shares
|
$269,427
0.02% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,585
shares
|
$269,368
0.0% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
4,564
shares
|
$268,135
0.05% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,559
shares
|
$267,841
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
4,551
shares
|
$267,371
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,547
shares
|
$267,136
0.01% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,538
shares
|
$266,607
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
4,516
shares
|
$265,315
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
4,506
shares
|
$264,727
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,500
shares
|
$264,375
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
4,438
shares
|
$260,732
0.14% of portfolio
|
Q2 2024
Added 212.76%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
4,433
shares
|
$260,438
0.17% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,430
shares
|
$260,262
0.26% of portfolio
|
Q2 2022
Added 11.11%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
4,425
shares
|
$259,968
0.08% of portfolio
|
Q3 2024
Added 82.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,415
shares
|
$259,381
0.01% of portfolio
|
Q3 2024
Added 1465.6%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
4,394
shares
|
$258,147
0.09% of portfolio
|
Q3 2024
Reduced 44.7%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,377
shares
|
$257,148
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,363
shares
|
$256,326
0.02% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,361
shares
|
$256,208
0.02% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
4,361
shares
|
$256,208
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,350
shares
|
$255,562
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,316
shares
|
$253,565
0.01% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,315
shares
|
$253,506
0.33% of portfolio
|
Q3 2022
Reduced 77.15%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,315
shares
|
$253,506
0.0% of portfolio
|
Q3 2024
New holding
|