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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
16,441
shares
|
$916,914
0.35% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
16,404
shares
|
$914,851
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,316
shares
|
$909,943
0.03% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
16,274
shares
|
$907,600
0.84% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
16,254
shares
|
$906,485
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
16,178
shares
|
$902,247
0.27% of portfolio
|
Q1 2025
Added 114.42%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
16,165
shares
|
$901,522
0.05% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
16,100
shares
|
$897,897
0.07% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
16,081
shares
|
$896,837
0.18% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
16,002
shares
|
$892,431
0.03% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
15,985
shares
|
$891,483
0.1% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
15,951
shares
|
$889,587
0.11% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
15,845
shares
|
$883,675
0.42% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
15,812
shares
|
$881,835
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,799
shares
|
$881,110
0.02% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
15,751
shares
|
$878,433
0.03% of portfolio
|
Q1 2025
Added 54.51%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
15,741
shares
|
$877,875
0.04% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,723
shares
|
$876,871
0.03% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$876,815
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$876,815
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
15,700
shares
|
$875,589
0.15% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
15,665
shares
|
$873,637
0.01% of portfolio
|
Q1 2025
Added 58.1%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
15,637
shares
|
$872,075
0.01% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
15,519
shares
|
$865,494
0.03% of portfolio
|
Q1 2025
Added 134.25%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
15,510
shares
|
$864,992
0.03% of portfolio
|
Q1 2025
Added 32.45%
|