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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
15,508
shares
|
$864,881
0.02% of portfolio
|
Q1 2025
Added 47.16%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
15,501
shares
|
$864,490
0.2% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,472
shares
|
$862,873
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
15,457
shares
|
$862,036
0.06% of portfolio
|
Q1 2025
Added 38.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
15,455
shares
|
$861,925
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
15,429
shares
|
$860,475
0.01% of portfolio
|
Q1 2025
Added 26.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,391
shares
|
$858,356
0.01% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,379
shares
|
$857,686
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
15,350
shares
|
$856,069
0.14% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
15,341
shares
|
$855,567
0.05% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
15,281
shares
|
$852,221
0.02% of portfolio
|
Q1 2025
Added 180.49%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
15,219
shares
|
$848,763
0.1% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
15,175
shares
|
$846,309
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
15,170
shares
|
$846,030
0.02% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
15,050
shares
|
$839,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,013
shares
|
$837,275
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
15,010
shares
|
$837,107
0.2% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
15,000
shares
|
$836,550
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
14,966
shares
|
$834,653
0.18% of portfolio
|
Q1 2025
Added 130.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,883
shares
|
$830,024
0.05% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
14,870
shares
|
$829,299
0.24% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,869
shares
|
$829,244
0.1% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
14,806
shares
|
$825,730
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,714
shares
|
$820,599
0.3% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
14,700
shares
|
$819,819
0.02% of portfolio
|
Q1 2025
New holding
|