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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
17,956
shares
|
$1 Million
0.25% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
17,886
shares
|
$997,502
0.0% of portfolio
|
Q1 2025
Added 217.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,820
shares
|
$993,821
0.02% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
17,797
shares
|
$992,538
0.01% of portfolio
|
Q4 2024
Reduced 43.86%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
17,626
shares
|
$983,002
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
17,571
shares
|
$979,934
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
17,566
shares
|
$979,655
0.07% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
17,390
shares
|
$969,840
0.01% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
17,369
shares
|
$968,669
0.1% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
17,296
shares
|
$964,597
0.01% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
17,205
shares
|
$959,522
0.44% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
17,142
shares
|
$956,009
0.01% of portfolio
|
Q1 2025
Added 54.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,114
shares
|
$954,447
0.03% of portfolio
|
Q1 2025
Added 208.69%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
17,009
shares
|
$948,591
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,984
shares
|
$947,197
0.03% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
16,950
shares
|
$945,301
0.01% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,950
shares
|
$945,301
0.01% of portfolio
|
Q3 2024
Added 38.18%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
16,904
shares
|
$942,736
0.1% of portfolio
|
Q1 2025
Added 32.75%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
16,887
shares
|
$941,787
0.08% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
16,876
shares
|
$941,174
0.41% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
16,852
shares
|
$939,836
0.17% of portfolio
|
Q3 2022
Reduced 21.0%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
16,836
shares
|
$938,943
0.34% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,693
shares
|
$930,968
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
16,577
shares
|
$924,499
0.05% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
16,451
shares
|
$917,472
0.02% of portfolio
|
Q1 2025
Added 3.94%
|