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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,725
shares
|
$218,843
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
3,700
shares
|
$217,375
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,691
shares
|
$216,846
0.16% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
3,690
shares
|
$216,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
3,685
shares
|
$216,493
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,682
shares
|
$216,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
3,676
shares
|
$215,965
0.0% of portfolio
|
Q3 2024
Reduced 90.67%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,675
shares
|
$215,906
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,668
shares
|
$215,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,663
shares
|
$215,201
0.03% of portfolio
|
Q2 2023
Added 15.81%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,660
shares
|
$215,025
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
3,644
shares
|
$214,085
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
3,635
shares
|
$213,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
3,627
shares
|
$213,086
0.03% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,570
shares
|
$209,737
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
3,560
shares
|
$209,150
0.03% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,551
shares
|
$208,621
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,547
shares
|
$208,386
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
3,535
shares
|
$207,681
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
3,533
shares
|
$207,563
0.18% of portfolio
|
Q3 2024
Reduced 23.73%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
3,528
shares
|
$207,270
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,524
shares
|
$207,035
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,515
shares
|
$206,506
0.01% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
3,501
shares
|
$205,683
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,495
shares
|
$205,331
0.01% of portfolio
|
Q3 2024
New holding
|