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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
4,350
shares
|
$238,597
0.02% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
4,336
shares
|
$237,829
0.0% of portfolio
|
Q1 2025
Reduced 34.81%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
4,318
shares
|
$236,842
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
4,317
shares
|
$236,787
0.09% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
4,315
shares
|
$236,677
0.31% of portfolio
|
Q3 2022
Reduced 77.15%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,299
shares
|
$235,800
0.03% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
4,295
shares
|
$235,580
0.17% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
4,275
shares
|
$234,483
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
4,254
shares
|
$233,331
0.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,235
shares
|
$232,289
0.08% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
4,232
shares
|
$232,125
0.0% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,225
shares
|
$231,741
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,221
shares
|
$231,521
0.05% of portfolio
|
Q3 2022
Reduced 3.05%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
4,218
shares
|
$231,357
0.15% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
4,217
shares
|
$231,302
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,215
shares
|
$231,192
0.05% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,211
shares
|
$230,973
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
4,208
shares
|
$230,808
0.19% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
4,206
shares
|
$230,699
0.18% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,187
shares
|
$229,656
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
4,185
shares
|
$229,547
0.07% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,169
shares
|
$228,669
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
4,132
shares
|
$226,640
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
4,130
shares
|
$226,530
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
4,103
shares
|
$225,049
0.07% of portfolio
|
Q1 2025
Reduced 8.15%
|