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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
3,752
shares
|
$205,797
0.02% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,741
shares
|
$205,193
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
3,735
shares
|
$204,864
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
3,730
shares
|
$204,590
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
3,725
shares
|
$204,316
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,700
shares
|
$202,945
0.1% of portfolio
|
Q4 2024
Added 557.19%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
3,700
shares
|
$202,945
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
3,691
shares
|
$202,451
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
3,688
shares
|
$202,286
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
3,678
shares
|
$201,738
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,672
shares
|
$201,409
0.02% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,663
shares
|
$200,915
0.03% of portfolio
|
Q2 2023
Added 15.81%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
3,656
shares
|
$200,531
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,635
shares
|
$199,379
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,602
shares
|
$197,569
0.01% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
3,600
shares
|
$197,460
0.22% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
3,590
shares
|
$196,911
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,583
shares
|
$196,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,545
shares
|
$194,443
0.01% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
3,500
shares
|
$191,975
0.03% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$190,384
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
3,424
shares
|
$187,806
0.16% of portfolio
|
Q1 2025
Added 210.99%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
3,408
shares
|
$186,928
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
3,352
shares
|
$183,857
0.08% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,328
shares
|
$182,540
0.02% of portfolio
|
Q1 2025
Added 2.81%
|