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 |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
730
shares
|
$40,040
0.0% of portfolio
|
N/A
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
729
shares
|
$39,985
0.02% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
725
shares
|
$39,766
0.04% of portfolio
|
Q2 2022
Reduced 29.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
724
shares
|
$39,711
0.03% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
693
shares
|
$38,011
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
681
shares
|
$37,352
0.03% of portfolio
|
Q1 2025
Reduced 54.72%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
676
shares
|
$37,078
0.0% of portfolio
|
Q4 2023
Reduced 25.55%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
675
shares
|
$37,023
0.01% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
670
shares
|
$36,749
0.01% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
669
shares
|
$36,694
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
647
shares
|
$35,487
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
641
shares
|
$35,158
0.0% of portfolio
|
Q2 2024
Reduced 36.91%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
639
shares
|
$35,049
0.01% of portfolio
|
Q3 2024
Reduced 44.05%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
634
shares
|
$34,774
0.02% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
609
shares
|
$33,403
0.01% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
May 06, 2025 Q1 2025 |
604
shares
|
$33,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
601
shares
|
$32,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
600
shares
|
$32,910
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
596
shares
|
$32,690
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
593
shares
|
$32,526
0.01% of portfolio
|
Q3 2023
Reduced 49.14%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
587
shares
|
$32,196
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
585
shares
|
$32,087
0.01% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
579
shares
|
$31,758
0.02% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
575
shares
|
$31,538
0.0% of portfolio
|
Q1 2025
Reduced 32.91%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
557
shares
|
$30,551
0.01% of portfolio
|
Q4 2022
New holding
|