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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
11,771
shares
|
$656,468
1.69% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
11,766
shares
|
$656,189
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
11,704
shares
|
$652,732
0.2% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,700
shares
|
$652,509
0.39% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,619
shares
|
$647,991
0.1% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
11,611
shares
|
$647,545
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
11,599
shares
|
$646,876
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
11,583
shares
|
$645,983
0.09% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,455
shares
|
$638,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,280
shares
|
$629,085
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
11,204
shares
|
$624,847
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
11,204
shares
|
$624,847
0.06% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
11,200
shares
|
$624,624
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
11,154
shares
|
$622,058
0.48% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,988
shares
|
$612,800
0.23% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
10,971
shares
|
$611,852
0.02% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
10,960
shares
|
$611,239
0.16% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
10,952
shares
|
$610,793
0.51% of portfolio
|
Q1 2025
Reduced 17.89%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
10,938
shares
|
$610,012
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,887
shares
|
$607,167
0.0% of portfolio
|
Q1 2025
Reduced 56.06%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
10,869
shares
|
$606,164
0.03% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
10,865
shares
|
$605,941
0.18% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,854
shares
|
$605,327
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
10,841
shares
|
$604,602
0.02% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
10,815
shares
|
$603,152
0.01% of portfolio
|
Q1 2025
Added 9.45%
|