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 |
|---|---|---|---|---|---|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
3,925
shares
|
$215,286
0.07% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,921
shares
|
$215,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,919
shares
|
$214,957
0.02% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,915
shares
|
$214,737
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,905
shares
|
$214,189
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,902
shares
|
$214,024
0.14% of portfolio
|
Q4 2022
Reduced 41.9%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,875
shares
|
$212,543
0.16% of portfolio
|
Q4 2023
Added 1.97%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
3,870
shares
|
$212,269
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,868
shares
|
$212,159
0.03% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,854
shares
|
$211,391
0.06% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,851
shares
|
$211,227
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,850
shares
|
$211,172
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
3,845
shares
|
$210,898
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
3,841
shares
|
$210,678
0.07% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,837
shares
|
$210,459
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,831
shares
|
$210,130
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,801
shares
|
$208,484
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$208,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
3,788
shares
|
$207,771
0.11% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
3,781
shares
|
$207,387
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,779
shares
|
$207,278
0.03% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
3,774
shares
|
$207,003
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
3,768
shares
|
$206,674
0.01% of portfolio
|
Q4 2024
Reduced 88.56%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,762
shares
|
$206,345
0.0% of portfolio
|
Q4 2024
Reduced 27.14%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
3,756
shares
|
$206,016
0.07% of portfolio
|
Q1 2025
Added 0.24%
|