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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
8,627
shares
|
$481,127
0.22% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
8,593
shares
|
$479,231
0.18% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
8,526
shares
|
$475,495
0.06% of portfolio
|
Q2 2023
Reduced 16.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
8,510
shares
|
$474,602
0.01% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
8,509
shares
|
$474,546
0.08% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,496
shares
|
$473,821
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,465
shares
|
$472,093
0.19% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
8,465
shares
|
$472,093
0.28% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,448
shares
|
$471,144
0.02% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
8,424
shares
|
$469,806
0.19% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,422
shares
|
$469,694
0.21% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
8,392
shares
|
$468,021
0.51% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,391
shares
|
$467,966
0.09% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
8,386
shares
|
$467,687
0.02% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
8,373
shares
|
$466,962
0.09% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,343
shares
|
$465,289
0.02% of portfolio
|
Q4 2024
Reduced 26.97%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
8,308
shares
|
$463,337
0.01% of portfolio
|
Q1 2025
Added 154.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
8,262
shares
|
$460,771
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
8,255
shares
|
$460,381
0.04% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,243
shares
|
$459,712
0.01% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,240
shares
|
$459,544
0.03% of portfolio
|
Q1 2025
Added 36.45%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
8,194
shares
|
$456,979
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
8,185
shares
|
$456,477
0.02% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,158
shares
|
$454,971
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
8,157
shares
|
$454,915
0.15% of portfolio
|
Q3 2024
Reduced 13.58%
|