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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,262
shares
|
$405,001
0.0% of portfolio
|
Q3 2023
Reduced 24.1%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7,251
shares
|
$404,388
0.06% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,210
shares
|
$402,101
0.06% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,187
shares
|
$400,818
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
7,147
shares
|
$398,588
0.38% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
7,045
shares
|
$392,899
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,029
shares
|
$392,007
0.0% of portfolio
|
Q1 2025
Reduced 38.3%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
7,011
shares
|
$391,003
0.01% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
7,004
shares
|
$390,613
0.02% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
7,003
shares
|
$390,557
0.02% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
7,002
shares
|
$390,501
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
7,000
shares
|
$390,390
0.33% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
West Tower Group, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,000
shares
|
$390,390
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
6,965
shares
|
$388,438
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
6,963
shares
|
$388,326
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
6,939
shares
|
$386,988
0.02% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,879
shares
|
$383,641
0.0% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
6,875
shares
|
$383,418
0.07% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,862
shares
|
$382,693
0.01% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
6,860
shares
|
$382,582
0.27% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,800
shares
|
$379,236
0.04% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
6,798
shares
|
$379,124
0.35% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
6,754
shares
|
$376,670
0.06% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,705
shares
|
$373,937
0.62% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
6,689
shares
|
$373,045
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|