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 1,542 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,774
shares
|
$317,050
0.2% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
5,763
shares
|
$316,446
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
5,743
shares
|
$315,348
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,689
shares
|
$312,382
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,685
shares
|
$312,163
0.07% of portfolio
|
Q4 2024
Added 43.09%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,683
shares
|
$312,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
5,637
shares
|
$309,527
0.0% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,627
shares
|
$308,978
0.01% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,610
shares
|
$308,045
0.01% of portfolio
|
Q4 2024
Reduced 68.21%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
5,603
shares
|
$307,660
0.09% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
5,600
shares
|
$307,496
0.02% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
5,600
shares
|
$307,496
0.11% of portfolio
|
Q4 2024
Added 5500.0%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
5,572
shares
|
$305,958
0.2% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,557
shares
|
$305,134
0.15% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,544
shares
|
$304,421
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,539
shares
|
$304,146
0.02% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
5,493
shares
|
$301,620
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,479
shares
|
$300,851
0.03% of portfolio
|
Q4 2024
Added 35.65%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,477
shares
|
$300,742
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
5,467
shares
|
$300,192
0.09% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,448
shares
|
$299,149
0.01% of portfolio
|
Q4 2024
Reduced 32.36%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
5,441
shares
|
$298,765
0.22% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
5,439
shares
|
$298,655
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
5,421
shares
|
$297,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
5,348
shares
|
$293,658
0.02% of portfolio
|
Q4 2024
Reduced 1.05%
|