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 |
|---|---|---|---|---|---|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
3,876
shares
|
$227,715
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,875
shares
|
$227,656
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,875
shares
|
$227,656
0.16% of portfolio
|
Q4 2023
Added 1.97%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
3,874
shares
|
$227,597
0.03% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,873
shares
|
$227,538
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,854
shares
|
$226,422
0.06% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
3,850
shares
|
$226,187
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,850
shares
|
$226,187
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,845
shares
|
$225,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
3,843
shares
|
$225,776
0.14% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,842
shares
|
$225,717
0.01% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
3,840
shares
|
$225,600
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
3,838
shares
|
$225,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,831
shares
|
$225,071
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,810
shares
|
$223,837
0.02% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
3,800
shares
|
$223,250
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$223,191
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,785
shares
|
$222,368
0.07% of portfolio
|
Q3 2024
Reduced 60.45%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,774
shares
|
$221,722
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
3,766
shares
|
$221,252
0.07% of portfolio
|
Q2 2024
Added 35.66%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
3,759
shares
|
$220,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,759
shares
|
$220,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
3,752
shares
|
$220,430
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
3,740
shares
|
$219,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
3,731
shares
|
$219,196
0.01% of portfolio
|
Q3 2024
New holding
|