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 |
|---|---|---|---|---|---|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
8,150
shares
|
$454,525
0.41% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
8,147
shares
|
$454,358
0.09% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
8,120
shares
|
$452,852
0.01% of portfolio
|
Q1 2024
Reduced 74.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
8,068
shares
|
$449,952
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,054
shares
|
$449,171
0.14% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
8,051
shares
|
$449,004
0.29% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,010
shares
|
$446,717
0.14% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
8,000
shares
|
$446,160
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,988
shares
|
$445,490
0.03% of portfolio
|
Q1 2025
Added 81.71%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
7,959
shares
|
$443,873
0.06% of portfolio
|
Q1 2024
Added 37.58%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
7,911
shares
|
$441,196
0.18% of portfolio
|
Q1 2025
Added 57.56%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
7,872
shares
|
$439,021
0.01% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
7,864
shares
|
$438,575
0.01% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
7,856
shares
|
$438,129
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
7,815
shares
|
$435,842
0.04% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
7,810
shares
|
$435,563
0.11% of portfolio
|
Q1 2025
Reduced 36.69%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
7,806
shares
|
$435,340
0.18% of portfolio
|
Q1 2025
Added 61.98%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
7,802
shares
|
$435,117
0.01% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,776
shares
|
$433,667
0.01% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,775
shares
|
$433,611
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
7,762
shares
|
$432,886
0.08% of portfolio
|
Q2 2024
Reduced 13.26%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
7,752
shares
|
$432,329
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
7,740
shares
|
$431,659
0.06% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,720
shares
|
$430,544
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,718
shares
|
$430,432
0.03% of portfolio
|
Q1 2025
Added 1.3%
|