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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
550
shares
|
$30,167
0.0% of portfolio
|
Q3 2023
Reduced 40.09%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
550
shares
|
$30,167
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
550
shares
|
$30,167
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
548
shares
|
$30,057
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
537
shares
|
$29,454
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
507
shares
|
$27,808
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
502
shares
|
$27,534
0.01% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$27,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
500
shares
|
$27,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
500
shares
|
$27,425
0.01% of portfolio
|
Q1 2019
Reduced 13.79%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
500
shares
|
$27,425
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
500
shares
|
$27,425
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
499
shares
|
$27,370
0.01% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
498
shares
|
$27,315
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
485
shares
|
$26,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
479
shares
|
$26,273
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
471
shares
|
$25,834
0.01% of portfolio
|
Q4 2024
Added 175.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
463
shares
|
$25,395
0.02% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
462
shares
|
$25,340
0.0% of portfolio
|
Q4 2024
Added 450.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
457
shares
|
$25,066
0.02% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
451
shares
|
$24,737
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
426
shares
|
$23,366
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
426
shares
|
$23,366
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
426
shares
|
$23,366
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
425
shares
|
$23,311
0.01% of portfolio
|
Q1 2025
Reduced 48.48%
|