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 1,542 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,232
shares
|
$67,649
0.05% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,200
shares
|
$65,892
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$65,892
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,179
shares
|
$64,738
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,155
shares
|
$63,421
0.0% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,142
shares
|
$62,707
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,140
shares
|
$62,597
0.01% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,127
shares
|
$61,883
0.02% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,113
shares
|
$61,114
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,108
shares
|
$60,840
0.03% of portfolio
|
Q3 2024
Added 40.25%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
1,101
shares
|
$60,455
0.05% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$60,400
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,099
shares
|
$60,346
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,092
shares
|
$59,961
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,087
shares
|
$59,687
0.02% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,064
shares
|
$58,424
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,045
shares
|
$57,380
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,039
shares
|
$57,051
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,036
shares
|
$56,886
0.01% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,031
shares
|
$56,612
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,003
shares
|
$55,074
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$54,910
0.0% of portfolio
|
Q1 2022
Reduced 3.1%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$54,910
0.01% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
979
shares
|
$53,756
0.01% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
950
shares
|
$52,164
0.04% of portfolio
|
Q3 2024
Added 15.79%
|