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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
37
shares
|
$2,151
0.0% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
35
shares
|
$2,034
0.0% of portfolio
|
Q3 2024
Added 169.23%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
33
shares
|
$1,918
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
33
shares
|
$1,918
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
30
shares
|
$1,744
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
28
shares
|
$1,627
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24
shares
|
$1,395
0.0% of portfolio
|
Q2 2022
Reduced 99.12%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
24
shares
|
$1,395
0.0% of portfolio
|
Q4 2022
Reduced 82.35%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
22
shares
|
$1,279
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
21
shares
|
$1,220
0.0% of portfolio
|
Q2 2024
Added 31.25%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
21
shares
|
$1,220
0.0% of portfolio
|
Q4 2022
Reduced 94.94%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$1,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19
shares
|
$1,104
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
13
shares
|
$755
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
11
shares
|
$639
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$639
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
6
shares
|
$348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
5
shares
|
$290
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
2
shares
|
$116
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$58
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|