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 1,598 institutions that hold shares in the stock, with a total of 633 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
6,689
shares
|
$368,162
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,681
shares
|
$367,722
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,665
shares
|
$366,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
6,662
shares
|
$366,676
0.01% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
6,660
shares
|
$366,566
0.09% of portfolio
|
Q1 2025
Reduced 51.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,649
shares
|
$365,960
0.01% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
6,603
shares
|
$363,429
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,555
shares
|
$360,787
0.08% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,552
shares
|
$360,622
0.05% of portfolio
|
Q2 2023
Reduced 0.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,547
shares
|
$360,346
0.01% of portfolio
|
Q1 2024
Reduced 13.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
6,540
shares
|
$359,961
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,500
shares
|
$357,760
0.05% of portfolio
|
Q4 2022
Added 27.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,478
shares
|
$356,549
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,475
shares
|
$356,384
0.03% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,459
shares
|
$355,503
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
6,455
shares
|
$355,283
0.1% of portfolio
|
Q2 2024
Added 3.2%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
6,443
shares
|
$354,622
0.01% of portfolio
|
Q1 2025
Added 40.86%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
6,433
shares
|
$354,072
0.11% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
6,429
shares
|
$353,852
0.41% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
6,414
shares
|
$353,026
0.21% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
6,413
shares
|
$352,971
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
6,400
shares
|
$352,256
0.03% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
6,375
shares
|
$350,880
0.05% of portfolio
|
Q1 2025
Reduced 35.85%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
6,348
shares
|
$349,393
0.02% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,316
shares
|
$347,632
0.02% of portfolio
|
Q1 2025
Reduced 4.46%
|