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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
267
shares
|
$14,308
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
260
shares
|
$13,933
0.01% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
259
shares
|
$13,879
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
254
shares
|
$13,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
251
shares
|
$13,451
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
245
shares
|
$13,129
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
243
shares
|
$13,022
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
235
shares
|
$12,593
0.01% of portfolio
|
Q2 2024
Added 176.47%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
230
shares
|
$12,325
0.0% of portfolio
|
Q4 2022
Reduced 14.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
216
shares
|
$11,575
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
215
shares
|
$11,521
0.0% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
213
shares
|
$11,414
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
213
shares
|
$11,414
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
213
shares
|
$11,414
0.0% of portfolio
|
Q4 2023
Added 8.12%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
210
shares
|
$11,253
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
207
shares
|
$11,093
0.01% of portfolio
|
Q2 2023
Reduced 72.69%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
202
shares
|
$10,825
0.01% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$10,718
0.0% of portfolio
|
Q1 2024
Added 9.89%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$10,718
0.01% of portfolio
|
Q4 2022
Added 1900.0%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$10,718
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$10,718
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
200
shares
|
$10,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
200
shares
|
$10,718
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
199
shares
|
$10,664
0.0% of portfolio
|
Q3 2024
Added 19.88%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
198
shares
|
$10,610
0.0% of portfolio
|
Q3 2023
Reduced 27.47%
|