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 1,483 institutions that hold shares in the stock, with a total of 616 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
464
shares
|
$25,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
458
shares
|
$25,460
0.01% of portfolio
|
Q2 2024
Added 89.26%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
451
shares
|
$25,071
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
425
shares
|
$23,625
0.0% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
401
shares
|
$22,291
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$22,236
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$22,236
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
380
shares
|
$21,124
0.01% of portfolio
|
Q3 2024
Added 363.41%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
373
shares
|
$20,735
0.01% of portfolio
|
Q4 2023
Added 19.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
373
shares
|
$20,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
364
shares
|
$20,234
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
355
shares
|
$19,734
0.01% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
349
shares
|
$19,400
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
344
shares
|
$19,122
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
340
shares
|
$18,900
0.0% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
339
shares
|
$18,845
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
329
shares
|
$18,289
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
328
shares
|
$18,233
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
327
shares
|
$18,177
0.0% of portfolio
|
Q4 2024
Reduced 53.02%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
326
shares
|
$18,122
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$18,011
0.0% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
321
shares
|
$17,844
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
321
shares
|
$17,844
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
320
shares
|
$17,788
0.01% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
320
shares
|
$17,788
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|