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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,808
shares
|
$602,762
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
10,788
shares
|
$601,646
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
10,750
shares
|
$599,527
0.03% of portfolio
|
Q1 2025
Added 48.28%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,741
shares
|
$599,025
0.01% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
10,682
shares
|
$595,735
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
10,668
shares
|
$594,954
0.03% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
10,661
shares
|
$594,563
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
10,593
shares
|
$590,771
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
10,588
shares
|
$590,492
0.41% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
10,583
shares
|
$590,213
0.16% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
10,567
shares
|
$589,321
0.08% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,391
shares
|
$579,506
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
10,358
shares
|
$577,665
0.13% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,354
shares
|
$577,442
0.02% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,334
shares
|
$576,327
0.06% of portfolio
|
Q3 2022
Reduced 1.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
10,329
shares
|
$576,048
0.05% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
10,305
shares
|
$574,709
0.03% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
10,285
shares
|
$573,594
0.01% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
10,255
shares
|
$571,921
0.1% of portfolio
|
Q4 2022
Reduced 5.9%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,201
shares
|
$568,909
0.07% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
10,186
shares
|
$568,073
0.03% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
10,185
shares
|
$568,017
0.22% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
10,148
shares
|
$565,953
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,146
shares
|
$565,842
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
10,140
shares
|
$565,507
0.25% of portfolio
|
Q1 2025
Added 0.45%
|