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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
26,445
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
26,376
shares
|
$1.54 Million
0.27% of portfolio
|
Q4 2022
Added 9.93%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
26,322
shares
|
$1.54 Million
0.66% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
26,300
shares
|
$1.54 Million
0.44% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
26,189
shares
|
$1.53 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
26,120
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,972
shares
|
$1.52 Million
0.35% of portfolio
|
Q4 2021
Added 21.58%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
25,854
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,850
shares
|
$1.51 Million
0.69% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
25,569
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
25,519
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
25,438
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2022
Reduced 41.46%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
25,391
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Added 415.03%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
25,069
shares
|
$1.47 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
25,066
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
24,960
shares
|
$1.46 Million
0.51% of portfolio
|
Q1 2025
Added 55.52%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
24,547
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
24,521
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
24,493
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 49.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
24,455
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
24,399
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
24,372
shares
|
$1.43 Million
0.1% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
24,170
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.04%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,918
shares
|
$1.4 Million
0.68% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,842
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.13%
|