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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,019
shares
|
$118,616
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
2,003
shares
|
$117,676
0.02% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,000
shares
|
$117,500
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,000
shares
|
$117,500
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
1,972
shares
|
$115,855
0.06% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
1,945
shares
|
$114,268
0.06% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,900
shares
|
$111,625
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,873
shares
|
$110,038
0.02% of portfolio
|
Q4 2023
Reduced 2.95%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,853
shares
|
$108,863
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,850
shares
|
$108,687
0.05% of portfolio
|
Q1 2024
Added 11.58%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,836
shares
|
$107,865
0.0% of portfolio
|
Q3 2024
Added 183.77%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,830
shares
|
$107,512
0.03% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,806
shares
|
$106,102
0.04% of portfolio
|
Q3 2024
Added 92.95%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1,757
shares
|
$103,223
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
1,704
shares
|
$100,110
0.04% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$95,703
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,612
shares
|
$94,705
0.03% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,602
shares
|
$94,117
0.01% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,601
shares
|
$94,058
0.02% of portfolio
|
Q3 2024
Reduced 36.06%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,594
shares
|
$93,647
0.03% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,591
shares
|
$93,471
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,575
shares
|
$92,531
0.03% of portfolio
|
Q3 2024
Added 270.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,525
shares
|
$89,593
0.04% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,519
shares
|
$89,241
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,517
shares
|
$89,123
0.07% of portfolio
|
Q1 2024
Reduced 3.19%
|