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 1,497 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 $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$5,780
0.0% of portfolio
|
Q3 2024
Reduced 99.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
96
shares
|
$5,548
0.0% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
93
shares
|
$5,375
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
91
shares
|
$5,259
0.0% of portfolio
|
Q2 2024
Reduced 76.3%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
89
shares
|
$5,144
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
88
shares
|
$5,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
86
shares
|
$4,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
84
shares
|
$4,855
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
71
shares
|
$4,103
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
70
shares
|
$4,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$3,988
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
63
shares
|
$3,641
0.0% of portfolio
|
Q2 2024
Reduced 17.11%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
62
shares
|
$3,583
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
59
shares
|
$3,410
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
59
shares
|
$3,410
0.0% of portfolio
|
Q3 2024
Reduced 50.42%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
57
shares
|
$3,294
0.01% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
57
shares
|
$3,294
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
56
shares
|
$3,236
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,890
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
50
shares
|
$2,890
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
50
shares
|
$2,890
0.0% of portfolio
|
Q3 2022
Reduced 56.52%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
46
shares
|
$2,658
0.0% of portfolio
|
Q3 2024
Reduced 42.5%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
44
shares
|
$2,543
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$2,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$2,312
0.0% of portfolio
|
Q3 2024
New holding
|