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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,390
shares
|
$76,241
0.03% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,386
shares
|
$76,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,381
shares
|
$75,747
0.03% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
1,355
shares
|
$74,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,351
shares
|
$74,102
0.06% of portfolio
|
Q1 2025
Reduced 33.45%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,340
shares
|
$73,499
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,300
shares
|
$71,305
0.02% of portfolio
|
Q4 2022
Added 62.5%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,287
shares
|
$70,591
0.03% of portfolio
|
Q4 2024
Added 77.76%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
1,272
shares
|
$69,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,261
shares
|
$69,165
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,258
shares
|
$69,001
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,232
shares
|
$67,575
0.05% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,200
shares
|
$65,820
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$65,820
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,186
shares
|
$65,052
0.02% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
1,167
shares
|
$64,009
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,160
shares
|
$63,626
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,155
shares
|
$63,351
0.0% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,142
shares
|
$62,638
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,117
shares
|
$61,267
0.02% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,113
shares
|
$61,048
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,109
shares
|
$60,828
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$60,335
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,092
shares
|
$59,896
0.01% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,092
shares
|
$59,896
0.04% of portfolio
|
Q4 2024
New holding
|