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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
4,688
shares
|
$257,136
0.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,666
shares
|
$255,930
0.03% of portfolio
|
Q4 2021
Added 9.89%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
4,666
shares
|
$255,930
0.14% of portfolio
|
Q1 2025
Reduced 63.94%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,633
shares
|
$254,120
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
4,629
shares
|
$253,900
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
4,600
shares
|
$252,310
0.0% of portfolio
|
Q1 2023
Reduced 90.05%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
4,564
shares
|
$250,335
0.04% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
4,550
shares
|
$249,567
0.03% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,548
shares
|
$249,457
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,545
shares
|
$249,293
0.0% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
4,506
shares
|
$247,154
0.17% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,503
shares
|
$246,989
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,476
shares
|
$245,508
0.01% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
4,470
shares
|
$245,179
0.07% of portfolio
|
Q1 2025
Reduced 42.29%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
4,461
shares
|
$244,685
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,445
shares
|
$243,808
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,430
shares
|
$242,985
0.26% of portfolio
|
Q2 2022
Added 11.11%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
4,424
shares
|
$242,656
0.11% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
4,378
shares
|
$240,133
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,377
shares
|
$240,078
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,370
shares
|
$239,694
0.02% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,363
shares
|
$239,310
0.07% of portfolio
|
Q1 2025
Reduced 60.7%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
4,362
shares
|
$239,255
0.02% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,351
shares
|
$238,652
0.08% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,351
shares
|
$238,652
0.13% of portfolio
|
Q1 2025
Added 0.81%
|