Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 88.36 M | $4.35 B | 15.99% | 10.56% |
05/10/2024 | BLACKROCK INC. | 60.14 M | $2.96 B | 2.01% | 7.19% |
05/15/2024 | STATE STREET CORP | 44.26 M | $2.18 B | -7.37% | 5.29% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 29.16 M | $1.43 B | 7.41% | 3.48% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 24.49 M | $1.20 B | 12.92% | 2.93% |
05/14/2024 | DODGE & COX | 22.87 M | $1.12 B | 0.29% | 2.73% |
05/10/2024 | JPMORGAN CHASE & CO | 22.25 M | $1.09 B | 55.26% | 2.66% |
05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 21.58 M | $1.06 B | 20.11% | 2.58% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 17.88 M | $879.32 M | -3.34% | 2.14% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 17.08 M | $840.71 M | 8.47% | 2.04% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 14.04 M | $690.59 M | -4.70% | 1.68% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 11.60 M | $570.40 M | 18.22% | 1.39% |
05/14/2024 | CANADA PENSION PLAN INVESTMENT BOARD | 11.46 M | $563.88 M | -0.06% | 1.37% |
05/14/2024 | INVESCO LTD. | 10.76 M | $529.41 M | -10.45% | 1.29% |
05/14/2024 | LEGAL & GENERAL GROUP PLC | 9.50 M | $467.26 M | 0.00% | 1.14% |
05/13/2024 | FRANKLIN RESOURCES INC | 8.54 M | $420.32 M | -15.95% | 1.02% |
05/14/2024 | NORTHERN TRUST CORP | 8.23 M | $404.65 M | -3.55% | 0.98% |
05/15/2024 | MORGAN STANLEY | 7.83 M | $385.27 M | 3.61% | 0.94% |
05/14/2024 | FEDERATED HERMES, INC. | 7.80 M | $383.70 M | 2.47% | 0.93% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 7.12 M | $350.80 M | -11.45% | 0.85% |
05/13/2024 | DIAMOND HILL CAPITAL MANAGEMENT INC | 5.75 M | $282.95 M | 46.49% | 0.69% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 5.55 M | $272.82 M | 15.13% | 0.66% |
05/13/2024 | FMR LLC | 5.52 M | $271.72 M | -46.65% | 0.66% |
05/15/2024 | ROYAL BANK OF CANADA | 5.49 M | $269.86 M | -30.24% | 0.66% |
05/13/2024 | CLEARBRIDGE INVESTMENTS LTD | 5.21 M | $256.14 M | 14.25% | 0.62% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.01 M | $246.54 M | 2.60% | 0.60% |
04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4.86 M | $238.82 M | -3.18% | 0.58% |
05/14/2024 | MAGELLAN ASSET MANAGEMENT LTD | 4.85 M | $238.52 M | 12.69% | 0.58% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 4.84 M | $238.09 M | 10.04% | 0.58% |
05/10/2024 | MITSUBISHI UFJ TRUST & BANKING CORP | 4.52 M | $222.38 M | 1.32% | 0.54% |
05/15/2024 | LONDON CO OF VIRGINIA | 3.49 M | $171.57 M | 3.30% | 0.42% |
05/14/2024 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3.45 M | $169.47 M | -12.13% | 0.41% |
05/13/2024 | NEUBERGER BERMAN GROUP LLC | 3.30 M | $162.30 M | 60.57% | 0.39% |
05/09/2024 | THOMPSON SIEGEL & WALMSLEY LLC | 3.06 M | $150.42 M | 19.12% | 0.37% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 2.96 M | $145.72 M | -0.87% | 0.35% |
05/14/2024 | PICTET ASSET MANAGEMENT HOLDING SA | 2.74 M | $134.65 M | -10.47% | 0.33% |
05/13/2024 | UNISUPER MANAGEMENT PTY LTD | 2.60 M | $127.67 M | -26.88% | 0.31% |
05/07/2024 | SWISS NATIONAL BANK | 2.51 M | $123.27 M | -4.23% | 0.30% |
05/15/2024 | CITADEL ADVISORS LLC | 2.27 M | $111.42 M | 13,511.28% | 0.27% |
05/14/2024 | NATIONAL PENSION SERVICE | 2.17 M | $106.59 M | 3.30% | 0.26% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.07 M | $101.62 M | 0.70% | 0.25% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.04 M | $100.25 M | 4.28% | 0.24% |
05/15/2024 | POINT72 ASSET MANAGEMENT, L.P. | 1.99 M | $98.06 M | 57.65% | 0.24% |
05/15/2024 | BARCLAYS PLC | 1.97 M | $97.10 M | -4.55% | 0.24% |
05/13/2024 | UBS GROUP AG | 1.89 M | $93.05 M | -14.18% | 0.23% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 1.83 M | $90.02 M | 11.55% | 0.22% |
05/15/2024 | AMERIPRISE FINANCIAL INC | 1.80 M | $88.46 M | 7.26% | 0.21% |
05/15/2024 | HSBC HOLDINGS PLC | 1.74 M | $85.72 M | 12.67% | 0.21% |
05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 1.73 M | $85.06 M | 1.61% | 0.21% |
05/15/2024 | COHEN & STEERS, INC. | 1.69 M | $83.33 M | -28.25% | 0.20% |
A. During the previous two years, 1866 institutional investors and hedge funds held shares of Dominion Energy, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 88.36 M
BlackRock Inc.: 60.14 M
STATE STREET CORP: 44.26 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 29.16 M
PRICE T ROWE ASSOCIATES INC /MD/: 24.49 M
DODGE & COX: 22.87 M
A. 74.84% of Dominion Energy, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 917.56 M shares in the last 24 months. This purchase volume represents approximately $44.96 B in transactions.