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 1,599 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 $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35,958
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
35,854
shares
|
$2.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
35,684
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
35,538
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
35,500
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
35,340
shares
|
$2.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
35,284
shares
|
$2.06 Million
0.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,181
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
34,975
shares
|
$2.05 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
34,825
shares
|
$2.04 Million
0.24% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,564
shares
|
$2.02 Million
0.08% of portfolio
|
Q1 2025
Added 817.3%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
34,261
shares
|
$2 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
34,052
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
33,902
shares
|
$1.98 Million
1.06% of portfolio
|
Q2 2022
Reduced 3.69%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
33,861
shares
|
$1.98 Million
0.17% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,390
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
33,365
shares
|
$1.95 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
33,364
shares
|
$1.95 Million
0.07% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
33,299
shares
|
$1.95 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
33,290
shares
|
$1.95 Million
0.35% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
33,092
shares
|
$1.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
33,086
shares
|
$1.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
33,034
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
32,925
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
32,527
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
Added 330.76%
|