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 |
|---|---|---|---|---|---|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,304
shares
|
$181,224
0.02% of portfolio
|
Q3 2022
Reduced 23.23%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,289
shares
|
$180,401
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
3,266
shares
|
$179,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,266
shares
|
$179,140
0.06% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
3,253
shares
|
$178,427
0.01% of portfolio
|
Q4 2024
Added 33.65%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,248
shares
|
$178,152
0.03% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,165
shares
|
$173,600
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,058
shares
|
$167,731
0.07% of portfolio
|
Q3 2023
Added 682.1%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,055
shares
|
$167,566
0.01% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,002
shares
|
$164,659
0.01% of portfolio
|
Q4 2024
Added 606.35%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
3,000
shares
|
$164,550
0.08% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
2,900
shares
|
$159,065
0.04% of portfolio
|
Q1 2025
Reduced 32.56%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,862
shares
|
$156,980
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,825
shares
|
$154,951
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,805
shares
|
$153,854
0.02% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,749
shares
|
$150,782
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,724
shares
|
$149,411
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
2,690
shares
|
$147,546
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,685
shares
|
$147,272
0.02% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
2,666
shares
|
$146,230
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,628
shares
|
$144,145
0.08% of portfolio
|
Q1 2025
Reduced 42.98%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
2,628
shares
|
$144,145
0.03% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
2,498
shares
|
$137,015
0.08% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,493
shares
|
$136,741
0.01% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
2,469
shares
|
$135,424
0.02% of portfolio
|
Q4 2024
New holding
|