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 1,542 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
73,924
shares
|
$4.06 Million
0.62% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
73,470
shares
|
$4.03 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
73,355
shares
|
$4.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
73,318
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
72,725
shares
|
$3.99 Million
1.07% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
72,195
shares
|
$3.96 Million
2.87% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
72,159
shares
|
$3.96 Million
2.63% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
72,088
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
71,977
shares
|
$3.95 Million
0.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
71,816
shares
|
$3.94 Million
0.04% of portfolio
|
Q4 2024
Added 87.32%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
71,641
shares
|
$3.93 Million
1.23% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
71,309
shares
|
$3.92 Million
0.21% of portfolio
|
Q4 2024
Added 962.73%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
71,017
shares
|
$3.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
70,992
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
70,570
shares
|
$3.87 Million
0.07% of portfolio
|
Q4 2024
Added 1538.12%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
70,213
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
69,874
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
Added 46.23%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
69,151
shares
|
$3.8 Million
0.03% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
69,108
shares
|
$3.79 Million
0.11% of portfolio
|
Q4 2022
Added 9.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
68,659
shares
|
$3.77 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
68,619
shares
|
$3.77 Million
0.29% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
67,739
shares
|
$3.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
67,452
shares
|
$3.7 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
66,831
shares
|
$3.67 Million
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
66,277
shares
|
$3.64 Million
0.11% of portfolio
|
Q4 2024
Added 2.79%
|