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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
538
shares
|
$29,541
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
537
shares
|
$29,486
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
536
shares
|
$29,431
0.01% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
520
shares
|
$28,553
0.02% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
519
shares
|
$28,498
0.0% of portfolio
|
Q4 2024
Added 100.39%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
507
shares
|
$27,839
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
501
shares
|
$27,509
0.02% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
501
shares
|
$27,509
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$27,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
500
shares
|
$27,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
500
shares
|
$27,455
0.01% of portfolio
|
Q1 2019
Reduced 13.79%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
500
shares
|
$27,455
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
500
shares
|
$27,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
498
shares
|
$27,345
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
485
shares
|
$26,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
482
shares
|
$26,466
0.0% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
479
shares
|
$26,301
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
475
shares
|
$26,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
471
shares
|
$25,862
0.01% of portfolio
|
Q4 2024
Added 175.44%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
462
shares
|
$25,368
0.0% of portfolio
|
Q4 2024
Added 450.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
451
shares
|
$24,764
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
401
shares
|
$22,018
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$21,964
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$21,964
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
373
shares
|
$20,481
0.01% of portfolio
|
Q4 2023
Added 19.17%
|