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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
32,258
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
31,915
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
31,715
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
31,598
shares
|
$1.85 Million
0.46% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
31,597
shares
|
$1.85 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
31,595
shares
|
$1.85 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
May 14, 2025 Q1 2025 |
31,446
shares
|
$1.84 Million
2.37% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
31,445
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.05%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
31,435
shares
|
$1.84 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
31,381
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
31,073
shares
|
$1.82 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
30,928
shares
|
$1.81 Million
0.77% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
30,845
shares
|
$1.8 Million
0.11% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
30,691
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
30,660
shares
|
$1.79 Million
0.67% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
30,460
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 71.15%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
30,179
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Teilinger Capital Ltd.
Houston, TX |
May 14, 2025 Q1 2025 |
30,000
shares
|
$1.76 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
29,966
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
29,700
shares
|
$1.74 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
29,592
shares
|
$1.73 Million
0.04% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
29,391
shares
|
$1.72 Million
0.28% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
29,334
shares
|
$1.72 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
29,209
shares
|
$1.71 Million
0.11% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
29,206
shares
|
$1.71 Million
0.09% of portfolio
|
Q1 2025
Added 4.11%
|