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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
4,056
shares
|
$222,471
0.07% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,049
shares
|
$222,087
0.01% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,048
shares
|
$222,032
0.12% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,046
shares
|
$221,923
0.09% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
4,041
shares
|
$221,648
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
4,024
shares
|
$220,716
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Apr 11, 2025 Q1 2025 |
4,006
shares
|
$219,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,000
shares
|
$219,400
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,996
shares
|
$219,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
3,984
shares
|
$218,522
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,984
shares
|
$218,522
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
3,978
shares
|
$218,193
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,969
shares
|
$217,699
0.04% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
3,957
shares
|
$217,041
0.18% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
3,954
shares
|
$216,876
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,952
shares
|
$216,767
0.08% of portfolio
|
Q3 2024
Reduced 31.34%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
3,950
shares
|
$216,657
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,947
shares
|
$216,492
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
3,946
shares
|
$216,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
3,940
shares
|
$216,109
0.0% of portfolio
|
Q1 2025
Added 57.79%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
3,938
shares
|
$215,999
0.06% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
3,937
shares
|
$215,944
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,934
shares
|
$215,779
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
3,932
shares
|
$215,670
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,926
shares
|
$215,341
0.09% of portfolio
|
Q2 2022
Reduced 2.44%
|