| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Edge Wealth Management LLC | 6 | 2 | 0.19% | 0.27% | 0.62% | Q3 2016 | Q2 2021 | 12 |
| ROOSEVELT INVESTMENT GROUP LLC | 10 | 10 | 0.52% | 0.92% | 1.15% | Q3 2016 | Q4 2018 | 10 |
| GLENMEDE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 8 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5 | 5 | 0.08% | 0.08% | 0.10% | Q3 2016 | Q3 2017 | 5 |
| IAT REINSURANCE CO LTD. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2016 | Q2 2020 | 4 |
| Intellectus Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 4 |
| Smith Affiliated Capital Corp. | 2 | 2 | 0.10% | 0.38% | 0.61% | Q3 2016 | Q3 2017 | 4 |
| Crow Point Partners, LLC | 3 | 3 | 0.52% | 0.71% | 0.81% | Q3 2016 | Q1 2017 | 3 |
| Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
| Freedman Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
| IFP Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 2 |
| COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Sierra Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Iowa State Bank | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own DOMINION ENERGY INC or have owned DOMINION ENERGY INC in the past.