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 1,499 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 $33.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,517
shares
|
$81,296
0.07% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,500
shares
|
$80,385
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,475
shares
|
$79,045
0.01% of portfolio
|
Q1 2023
Reduced 9.23%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,423
shares
|
$76,258
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,410
shares
|
$75,561
0.01% of portfolio
|
Q3 2024
Added 48.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,336
shares
|
$71,596
0.02% of portfolio
|
Q2 2024
Reduced 33.73%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,309
shares
|
$70,149
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,300
shares
|
$69,667
0.02% of portfolio
|
Q4 2022
Added 62.5%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,287
shares
|
$68,970
0.05% of portfolio
|
Q2 2024
Reduced 22.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,272
shares
|
$68,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,250
shares
|
$66,987
0.0% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,210
shares
|
$64,843
0.01% of portfolio
|
Q3 2024
Reduced 66.78%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,210
shares
|
$64,843
0.02% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$64,308
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,155
shares
|
$61,896
0.0% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,155
shares
|
$61,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,139
shares
|
$61,039
0.02% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
1,127
shares
|
$60,395
0.03% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,115
shares
|
$59,752
0.05% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,112
shares
|
$59,592
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,108
shares
|
$59,377
0.04% of portfolio
|
Q3 2024
Added 40.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,101
shares
|
$59,002
0.0% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
1,101
shares
|
$59,002
0.05% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
1,100
shares
|
$58,949
0.05% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$58,949
0.03% of portfolio
|
Q1 2023
New holding
|