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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,312
shares
|
$253,330
0.0% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,308
shares
|
$253,095
0.01% of portfolio
|
Q3 2024
Reduced 80.8%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
4,300
shares
|
$252,625
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
4,300
shares
|
$252,625
0.04% of portfolio
|
Q4 2023
Reduced 32.29%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,299
shares
|
$252,566
0.03% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
4,297
shares
|
$252,448
0.02% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
4,288
shares
|
$251,920
0.15% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,288
shares
|
$251,920
0.03% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,268
shares
|
$250,745
0.03% of portfolio
|
Q3 2024
Reduced 25.59%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
4,260
shares
|
$250,275
0.07% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,256
shares
|
$250,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,246
shares
|
$249,452
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
4,235
shares
|
$248,806
0.08% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,221
shares
|
$247,983
0.05% of portfolio
|
Q3 2022
Reduced 3.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,215
shares
|
$247,631
0.05% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,211
shares
|
$247,396
0.01% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4,200
shares
|
$246,750
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,198
shares
|
$246,632
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
4,197
shares
|
$246,573
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
4,195
shares
|
$246,456
0.18% of portfolio
|
Q1 2024
Reduced 23.62%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
4,187
shares
|
$245,986
0.14% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,130
shares
|
$242,637
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,129
shares
|
$242,578
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,125
shares
|
$242,343
0.0% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
4,124
shares
|
$242,285
0.05% of portfolio
|
Q3 2024
New holding
|