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 1,583 institutions that hold shares in the stock, with a total of 626 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,430
shares
|
$133,285
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
2,430
shares
|
$133,285
0.01% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
2,412
shares
|
$132,298
0.06% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,385
shares
|
$130,817
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
2,380
shares
|
$130,543
0.13% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,279
shares
|
$125,003
0.01% of portfolio
|
Q3 2021
Reduced 3.06%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,277
shares
|
$124,893
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
2,250
shares
|
$123,412
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2,198
shares
|
$120,560
0.05% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,176
shares
|
$119,353
0.02% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,135
shares
|
$117,104
0.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
2,116
shares
|
$116,062
0.07% of portfolio
|
Q1 2025
Reduced 38.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,062
shares
|
$113,100
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,003
shares
|
$109,864
0.02% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
2,000
shares
|
$109,700
0.05% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
2,000
shares
|
$109,700
0.06% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$109,700
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,000
shares
|
$109,700
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,963
shares
|
$107,670
0.01% of portfolio
|
Q1 2025
Added 196200.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,945
shares
|
$106,683
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,900
shares
|
$104,215
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,887
shares
|
$103,501
0.01% of portfolio
|
Q1 2025
Added 455.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,875
shares
|
$102,843
0.03% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,839
shares
|
$100,869
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,827
shares
|
$100,210
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|