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 1,525 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 $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
29,768
shares
|
$1.65 Million
0.79% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
29,731
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
29,700
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
29,500
shares
|
$1.64 Million
0.42% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
29,440
shares
|
$1.64 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
29,314
shares
|
$1.63 Million
0.54% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
29,104
shares
|
$1.62 Million
0.57% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
29,054
shares
|
$1.62 Million
0.31% of portfolio
|
Q4 2024
Reduced 41.97%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
28,932
shares
|
$1.61 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
28,767
shares
|
$1.6 Million
0.16% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
28,766
shares
|
$1.6 Million
0.37% of portfolio
|
Q4 2022
Reduced 13.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
28,766
shares
|
$1.6 Million
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,748
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
28,601
shares
|
$1.59 Million
0.52% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
28,429
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
28,184
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
28,053
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
27,750
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
27,676
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
27,632
shares
|
$1.54 Million
0.58% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
27,598
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
27,497
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,452
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2022
Added 1.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
27,433
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
27,172
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.32%
|