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 634 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
19,119
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
19,107
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
19,098
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
19,031
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
19,016
shares
|
$1.06 Million
1.0% of portfolio
|
Q1 2023
Added 10.64%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
18,884
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2017
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
18,764
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
18,735
shares
|
$1.04 Million
0.33% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
18,700
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2019
Added 228.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
18,663
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2023
Added 29.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,622
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
18,537
shares
|
$1.03 Million
0.82% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
18,502
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
18,487
shares
|
$1.03 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
18,479
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
18,394
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
18,229
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
18,207
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,189
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2020
Reduced 12.51%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
18,185
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
18,122
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
18,080
shares
|
$1.01 Million
0.33% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
18,072
shares
|
$1.01 Million
0.29% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
18,008
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
17,976
shares
|
$1 Million
0.19% of portfolio
|
Q2 2024
Reduced 73.08%
|