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 1,588 institutions that hold shares in the stock, with a total of 629 Million shares, which have been reported (via 13F filing form) to have a value of $34.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
4,946
shares
|
$271,288
0.01% of portfolio
|
Q1 2025
Reduced 28.55%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
4,945
shares
|
$271,233
0.14% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
4,930
shares
|
$270,410
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
4,927
shares
|
$270,245
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$268,600
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,897
shares
|
$268,600
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,878
shares
|
$267,558
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
4,857
shares
|
$266,406
0.05% of portfolio
|
Q1 2025
Added 78.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
4,857
shares
|
$266,406
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
4,855
shares
|
$266,296
0.04% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,852
shares
|
$266,132
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,842
shares
|
$265,583
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,838
shares
|
$265,364
0.04% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
4,828
shares
|
$264,815
0.01% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,805
shares
|
$263,554
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,799
shares
|
$263,225
0.01% of portfolio
|
Q1 2022
Added 102.92%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
4,798
shares
|
$263,170
0.13% of portfolio
|
Q1 2025
Reduced 42.61%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,779
shares
|
$262,128
0.1% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,760
shares
|
$261,086
0.06% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,758
shares
|
$260,976
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
4,747
shares
|
$260,372
0.19% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
4,739
shares
|
$259,934
0.13% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,733
shares
|
$259,605
0.02% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
4,729
shares
|
$259,385
0.21% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
4,703
shares
|
$257,959
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|