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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,311
shares
|
$292,317
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
5,301
shares
|
$291,767
0.23% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,275
shares
|
$290,336
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
5,244
shares
|
$288,629
0.01% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,242
shares
|
$288,519
0.01% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
5,242
shares
|
$288,519
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
5,225
shares
|
$287,584
0.4% of portfolio
|
Q3 2023
Added 13.44%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
5,221
shares
|
$287,363
0.13% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
5,187
shares
|
$285,492
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,183
shares
|
$285,272
0.03% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
5,183
shares
|
$285,272
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,166
shares
|
$284,336
0.35% of portfolio
|
Q4 2023
Reduced 1.9%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,140
shares
|
$282,905
0.0% of portfolio
|
Q3 2022
Reduced 93.13%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,121
shares
|
$281,859
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,111
shares
|
$281,309
0.13% of portfolio
|
Q4 2022
Added 439.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
5,109
shares
|
$281,199
0.01% of portfolio
|
Q1 2025
Reduced 22.85%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
5,084
shares
|
$279,823
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,078
shares
|
$279,493
0.03% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,045
shares
|
$277,676
0.05% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
5,030
shares
|
$276,851
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,007
shares
|
$275,585
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
5,006
shares
|
$275,530
0.24% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
4,995
shares
|
$274,924
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
4,992
shares
|
$274,759
0.11% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
4,973
shares
|
$273,713
0.06% of portfolio
|
Q2 2024
Reduced 20.72%
|