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 |
|---|---|---|---|---|---|
|
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%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,806
shares
|
$99,059
0.03% of portfolio
|
Q3 2024
Added 92.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,757
shares
|
$96,371
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,757
shares
|
$96,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
1,704
shares
|
$93,464
0.04% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
1,700
shares
|
$93,245
0.07% of portfolio
|
Q1 2025
Reduced 69.64%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
1,700
shares
|
$93,245
0.0% of portfolio
|
Q1 2025
Reduced 95.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,655
shares
|
$90,776
0.02% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,640
shares
|
$89,954
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$89,350
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,612
shares
|
$88,418
0.03% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,608
shares
|
$88,198
0.01% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,591
shares
|
$87,266
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,585
shares
|
$86,937
0.0% of portfolio
|
Q1 2025
Added 141.62%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,580
shares
|
$86,663
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,533
shares
|
$84,085
0.02% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,525
shares
|
$83,646
0.04% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,517
shares
|
$83,207
0.08% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$82,275
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,488
shares
|
$81,616
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,475
shares
|
$80,903
0.01% of portfolio
|
Q1 2023
Reduced 9.23%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,465
shares
|
$80,355
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,452
shares
|
$79,642
0.01% of portfolio
|
Q1 2025
Added 34.94%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,430
shares
|
$78,435
0.01% of portfolio
|
Q4 2024
Added 0.49%
|