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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,369
shares
|
$522,509
0.02% of portfolio
|
Q3 2023
Added 55.32%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
9,341
shares
|
$520,947
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
9,329
shares
|
$520,278
0.19% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
9,293
shares
|
$518,270
0.05% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
9,150
shares
|
$510,295
0.02% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
9,105
shares
|
$507,785
0.12% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,045
shares
|
$504,439
0.09% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
9,036
shares
|
$503,937
0.05% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
9,035
shares
|
$503,881
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
9,007
shares
|
$502,320
0.1% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
8,971
shares
|
$500,312
0.01% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,964
shares
|
$499,922
0.01% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,917
shares
|
$497,301
0.02% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
8,839
shares
|
$492,951
0.05% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
8,810
shares
|
$491,333
0.11% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
8,787
shares
|
$490,050
0.08% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
8,774
shares
|
$489,325
0.02% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
8,758
shares
|
$488,433
0.39% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
8,757
shares
|
$488,377
0.16% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
8,751
shares
|
$488,043
0.3% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
8,700
shares
|
$485,199
0.29% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
8,693
shares
|
$484,808
0.09% of portfolio
|
Q1 2025
Added 38.14%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
8,669
shares
|
$483,470
0.14% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
8,656
shares
|
$482,745
0.02% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,646
shares
|
$482,187
0.04% of portfolio
|
Q1 2025
Added 0.12%
|