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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
7,713
shares
|
$430,154
0.04% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
7,700
shares
|
$429,429
0.18% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
7,700
shares
|
$429,429
0.18% of portfolio
|
Q1 2025
Added 75.84%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,692
shares
|
$428,982
0.04% of portfolio
|
Q4 2021
Added 40.29%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,677
shares
|
$428,146
0.18% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
7,675
shares
|
$428,034
0.25% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,633
shares
|
$425,692
0.08% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
7,620
shares
|
$424,967
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,611
shares
|
$424,465
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
7,560
shares
|
$421,621
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,537
shares
|
$420,338
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
7,537
shares
|
$420,338
0.4% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
7,490
shares
|
$417,717
0.28% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
7,444
shares
|
$415,151
0.04% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
7,418
shares
|
$413,701
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
7,417
shares
|
$413,646
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
7,413
shares
|
$413,423
0.03% of portfolio
|
Q1 2024
Added 7.02%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7,396
shares
|
$412,474
0.04% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
7,382
shares
|
$411,694
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
7,376
shares
|
$411,359
0.05% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
7,361
shares
|
$410,522
0.02% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,327
shares
|
$408,626
0.02% of portfolio
|
Q4 2024
Added 35.76%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
7,311
shares
|
$407,734
0.04% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
7,282
shares
|
$406,117
0.09% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,272
shares
|
$405,559
0.01% of portfolio
|
Q1 2025
Reduced 8.84%
|