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 1,598 institutions that hold shares in the stock, with a total of 633 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
49,910
shares
|
$2.75 Million
1.01% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
49,704
shares
|
$2.74 Million
0.05% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
49,429
shares
|
$2.72 Million
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
48,909
shares
|
$2.69 Million
2.62% of portfolio
|
Q1 2025
Added 60.13%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
48,586
shares
|
$2.67 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
48,372
shares
|
$2.66 Million
0.71% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
47,698
shares
|
$2.63 Million
0.09% of portfolio
|
Q1 2025
Reduced 27.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
47,502
shares
|
$2.61 Million
0.04% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
47,353
shares
|
$2.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
47,053
shares
|
$2.59 Million
3.79% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
47,050
shares
|
$2.59 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,697
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 375.63%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
46,461
shares
|
$2.56 Million
0.05% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
46,432
shares
|
$2.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
45,375
shares
|
$2.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
45,200
shares
|
$2.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
44,975
shares
|
$2.48 Million
0.46% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
44,565
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Added 249.91%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
44,417
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,150
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
44,105
shares
|
$2.43 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
44,045
shares
|
$2.42 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
44,038
shares
|
$2.42 Million
0.34% of portfolio
|
Q1 2025
Added 97.97%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
43,571
shares
|
$2.4 Million
0.17% of portfolio
|
Q1 2025
Added 238.94%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
43,427
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.66%
|