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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
6,314
shares
|
$347,522
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,292
shares
|
$346,311
0.02% of portfolio
|
Q1 2025
Added 48.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,292
shares
|
$346,311
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,252
shares
|
$344,110
0.11% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
6,252
shares
|
$344,110
0.02% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
6,252
shares
|
$344,110
0.09% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,251
shares
|
$344,055
0.09% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
6,236
shares
|
$343,229
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
6,199
shares
|
$341,192
0.0% of portfolio
|
Q1 2025
Added 262.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,162
shares
|
$339,156
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
6,134
shares
|
$337,615
0.05% of portfolio
|
Q1 2025
Added 55.92%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,131
shares
|
$337,450
0.17% of portfolio
|
Q1 2025
Reduced 70.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,106
shares
|
$336,074
0.0% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,086
shares
|
$334,973
0.01% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,078
shares
|
$334,533
0.22% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
6,065
shares
|
$333,817
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
6,048
shares
|
$332,881
0.13% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
6,046
shares
|
$332,771
0.17% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,032
shares
|
$332,001
0.19% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
6,025
shares
|
$331,616
0.09% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
6,022
shares
|
$331,450
0.01% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
6,001
shares
|
$330,295
0.28% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,000
shares
|
$330,240
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,986
shares
|
$329,469
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,985
shares
|
$329,414
0.07% of portfolio
|
Q1 2024
New holding
|