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Get Institutions for : 
Dominion Energy Inc (D)  
$52.79 0.25 (0.48%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1170    41
Total shares held : 
 611,597,436  
% of shares held : 
 74.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -276  
Amount of shares held : 
 5,840,063  
% of shares held change : 
   0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.31  
Last Quarter's Ending Price : 
 $47.00  
Last Quarter's Average Price : 
 $44.64  
Change from last quarter's     
avg. price to the last closing  : 
8.15 (18.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 14,402,238
 2.35%
 
Increased Positions :
342
 43,146,882
 7.05%
 
Unchanged Positions :
185
 14,068,168
 2.3%
 
Decreased Positions :
577
-48,734,840
-7.97%
 
Closed Positions :
107
-2,974,217
-0.49%
 
Guru Positions :
2
22,869,850
 3.74%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 199 *New 2024-03-31 798,095 $39,258,000 798,095
   GENERAL AMERICAN INVESTORS CO INC 32 *New 2024-03-31 260,000 $12,789,000 260,000
   SEVEN GRAND MANAGERS LLC 3 *New 2024-03-31 250,000 $12,298,000 250,000
   ENERGY INCOME PARTNERS LLC 58 *New 2024-03-31 177,125 $8,713,000 177,125
   GILMAN HILL ASSET MANAGEMENT, LLC 18 *New 2024-03-31 172,894 $8,505,000 172,894
   ADAGE CAPITAL PARTNERS GP LLC 627 *New 2024-03-31 170,811 $8,402,000 170,811
   Coann Capital LLC 14 *New 2022-12-31 121,734 $7,465,000 121,734
   Aventail Capital Group LP 42 *New 2024-03-31 145,180 $7,141,000 145,180
   MADISON ASSET MANAGEMENT LLC 147 *New 2024-03-31 141,516 $6,961,000 141,516
   CAAS CAPITAL MANAGEMENT LP 10 *New 2024-03-31 100,000 $4,919,000 100,000
   CIBC WORLD MARKETS INC. 478 *New 2024-03-31 71,227 $3,504,000 71,227
   SIMPLEX TRADING LLC 194 *New 2024-03-31 66,105 $3,251,000 66,105
   ALLSTATE INVESTMENT MANAGEMENT CO 176 *New 2022-12-31 38,088 $2,336,000 38,088
   Legacy Capital Wealth Partners LLC 31 *New 2024-03-31 29,710 $1,715,000 29,710
   Simplicity WealthLLC 431 *New 2024-03-31 28,235 $1,389,000 28,235
   Ilmarinen Mutual Pension Insurance Co 246 *New 2024-03-31 25,500 $1,254,000 25,500
   IMCCHICAGO, LLC 250 *New 2024-03-31 16,443 $809,000 16,443
   Steel Peak Wealth Management LLC 237 *New 2024-03-31 16,233 $799,000 16,233
   Spectrum Asset Management Inc. (NB/CA) 56 *New 2024-03-31 15,412 $758,000 15,412
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1377 *New 2024-03-31 15,115 $744,000 15,115
   VISTA INVESTMENT MANAGEMENT 95 *New 2024-03-31 14,806 $728,000 14,806
   INTECH INVESTMENT MANAGEMENT LLC 500 *New 2024-03-31 14,383 $708,000 14,383
   PFG Investments LLC 431 *New 2024-03-31 13,818 $680,000 13,818
   Advanced Portfolio Management LLC 25 *New 2024-03-31 10,514 $517,000 10,514
   INSPIRE TRUST CO N.A. 101 *New 2024-03-31 9,800 $482,000 9,800
   MONECO Advisors LLC 242 *New 2024-03-31 9,640 $474,000 9,640
   BT Investment Management Ltd 393 *New 2022-12-31 6,963 $427,000 6,963
   COGNIOS BETA NEUTRAL LARGE CAP FUND LP 88 *New 2024-03-31 8,194 $403,000 8,194
   Systematic Portfolios LLC 14 *New 2024-03-31 7,950 $391,000 7,950
   First Trust Investment Solutions L.P. 167 *New 2024-03-31 7,359 $362,000 7,359
   BLUEFIN CAPITAL MANAGEMENT LLC 52 *New 2024-03-31 6,900 $339,000 6,900
   SATURNA CAPITAL CORP 147 *New 2024-03-31 6,750 $332,000 6,750
   International Private Wealth Advisors LLC 57 *New 2024-03-31 6,694 $329,000 6,694
   GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 83 *New 2024-03-31 6,489 $319,000 6,489
   Plan Group Financial LLC 74 *New 2024-03-31 6,001 $295,000 6,001
   Banco BTG Pactual S.A. 108 *New 2024-03-31 5,971 $294,000 5,971
   LAKE STREET ADVISORS GROUP LLC 475 *New 2024-03-31 5,661 $278,000 5,661
   WARREN AVERETT ASSET MANAGEMENT, LLC 591 *New 2024-03-31 5,617 $276,000 5,617
   QRG CAPITAL MANAGEMENT INC. 920 *New 2024-03-31 5,526 $272,000 5,526
   SFMG, LLC 212 *New 2024-03-31 5,405 $266,000 5,405
   MKT Advisors LLC 113 *New 2024-03-31 5,362 $262,000 5,362
   NOVARE CAPITAL MANAGEMENT LLC 163 *New 2024-03-31 5,177 $255,000 5,177
   Berger Financial Group Inc 313 *New 2024-03-31 5,089 $250,000 5,089
   CoreCap Advisors LLC 506 *New 2023-12-31 5,327 $250,000 5,327
   LifePlan Financial LLC 84 *New 2024-03-31 4,990 $245,000 4,990
   EVERGREEN CAPITAL MANAGEMENT LLC 724 *New 2024-03-31 4,774 $235,000 4,774
   Herold Advisors Inc. 239 *New 2024-03-31 4,735 $233,000 4,735
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 449 *New 2024-03-31 4,635 $228,000 4,635
   PURE FINANCIAL ADVISORS, INC. 285 *New 2024-03-31 4,594 $226,000 4,594
   ASB Consultores LLC 270 *New 2024-03-31 4,604 $226,000 4,604
   Athena Investment Management 137 *New 2024-03-31 4,475 $220,000 4,475
   CM WEALTH ADVISORS LLC 167 *New 2024-03-31 4,199 $219,000 4,199
   CITIZENS FINANCIAL GROUP INC/RI 388 *New 2024-03-31 4,425 $218,000 4,425
   LCNB CORP 174 *New 2024-03-31 4,326 $213,000 4,326
   Checchi Capital Advisers LLC 535 *New 2024-03-31 4,264 $210,000 4,264
   Aveo Capital Partners LLC 350 *New 2024-03-31 4,044 $208,000 4,044
   MTM Investment Management LLC 187 *New 2024-03-31 4,200 $207,000 4,200
   NADLER FINANCIAL GROUP, INC. 107 *New 2024-03-31 4,167 $205,000 4,167
   CHAPIN DAVIS INC. 214 *New 2024-03-31 4,167 $205,000 4,167
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 939 *New 2024-03-31 4,152 $204,000 4,152
   Novak & Powell Financial Services Inc. 137 *New 2024-03-31 4,120 $203,000 4,120
   Ballast Inc. 120 *New 2024-03-31 4,084 $201,000 4,084
   MATHER GROUP, INC. 538 *New 2024-03-31 3,956 $186,000 3,956
   Crewe Advisors LLC 284 *New 2024-03-31 1,884 $93,000 1,884
   Neo Ivy Capital Management 146 *New 2023-12-31 1,706 $80,000 1,706
   LifeSteps Financial Inc. 133 *New 2024-03-31 1,364 $67,000 1,364
   Ahrens Investment Partners LLC 285 *New 2023-03-31 1,100 $62,000 1,100
   YHB INVESTMENT ADVISORS, INC. 457 *New 2024-03-31 965 $47,000 965
   Western Pacific Wealth Management LP 149 *New 2024-03-31 932 $46,000 932
   Rise Advisors LLC 382 *New 2024-03-31 610 $30,000 610
   ESL Trust Services LLC 102 *New 2024-03-31 300 $15,000 300
   CBIZ Investment Advisory Services LLC 242 *New 2024-03-31 250 $12,000 250
   Burleson & Company LLC 250 *New 2022-12-31 160 $10,000 160
   BARRETT & COMPANY INC. 450 *New 2024-03-31 150 $7,000 150
   Private Ocean LLC 408 *New 2024-03-31 116 $6,000 116
   PACIFIC CAPITAL WEALTH ADVISORS INC 317 *New 2024-03-31 97 $5,000 97
   Cedar Wealth Management LLC 295 *New 2024-03-31 74 $4,000 74
   Pingora Partners LLC 243 *New 2024-03-31 85 $4,000 85
   Scarborough Advisors LLC 307 *New 2024-03-31 50 $2,000 50
   Tidemark LLC 588 *New 2024-03-31 33 $2,000 33
   Iron Horse Wealth Management LLC 356 *New 2024-03-31 15 $1,000 15
   REDMONT WEALTH ADVISORS LLC 314 *New 2024-03-31 22 $1,000 22
   Quest Partners LLC 1504 *New 2024-03-31 27 $1,000 27
   Financial Synergies Wealth Advisors Inc. 443 *New 2024-03-31 25 $1,000 25
  84 Records found
  1    
  Page 1 of 1
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