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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,737
shares
|
$315,764
0.01% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
5,672
shares
|
$312,186
0.13% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
5,657
shares
|
$311,361
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,657
shares
|
$311,361
0.07% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
5,642
shares
|
$310,535
0.02% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
5,637
shares
|
$310,260
0.05% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
5,600
shares
|
$308,224
0.02% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
5,596
shares
|
$308,003
0.07% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,595
shares
|
$307,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
5,587
shares
|
$307,508
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
5,587
shares
|
$307,508
0.01% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
5,555
shares
|
$305,747
0.09% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,539
shares
|
$304,866
0.02% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,495
shares
|
$302,444
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
5,482
shares
|
$301,729
0.08% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
5,479
shares
|
$301,564
0.04% of portfolio
|
Q4 2024
Added 35.65%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,462
shares
|
$300,628
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,460
shares
|
$300,518
0.01% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
5,439
shares
|
$299,362
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
5,432
shares
|
$298,977
0.04% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
5,426
shares
|
$298,647
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
5,367
shares
|
$295,399
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
5,363
shares
|
$295,179
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
5,339
shares
|
$293,858
0.05% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
5,336
shares
|
$293,693
0.24% of portfolio
|
Q3 2024
New holding
|