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 |
|---|---|---|---|---|---|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,493
shares
|
$205,213
0.09% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$203,921
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
3,468
shares
|
$203,745
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
3,408
shares
|
$200,220
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,312
shares
|
$194,580
0.07% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,304
shares
|
$194,110
0.02% of portfolio
|
Q3 2022
Reduced 23.23%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,289
shares
|
$193,228
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,266
shares
|
$191,877
0.07% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
3,230
shares
|
$189,762
0.01% of portfolio
|
Q3 2024
Added 651.16%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,182
shares
|
$186,942
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
3,175
shares
|
$186,531
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
3,160
shares
|
$185,650
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,142
shares
|
$184,592
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,134
shares
|
$184,122
0.02% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,125
shares
|
$183,593
0.01% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
3,120
shares
|
$183,300
0.1% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,058
shares
|
$179,657
0.07% of portfolio
|
Q3 2023
Added 682.1%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
3,000
shares
|
$176,250
0.08% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,977
shares
|
$174,898
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,893
shares
|
$169,963
0.02% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,881
shares
|
$169,258
0.02% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,855
shares
|
$167,731
0.01% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,849
shares
|
$167,378
0.03% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
2,790
shares
|
$163,912
0.01% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,775
shares
|
$163,031
0.04% of portfolio
|
Q2 2024
Reduced 0.25%
|