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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
402
shares
|
$22,049
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$21,940
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
382
shares
|
$20,952
0.0% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
361
shares
|
$19,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
360
shares
|
$19,746
0.01% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
360
shares
|
$19,746
0.0% of portfolio
|
Q1 2025
Added 215.79%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
360
shares
|
$19,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
355
shares
|
$19,471
0.01% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
352
shares
|
$19,307
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
349
shares
|
$19,142
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
339
shares
|
$18,594
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
332
shares
|
$18,210
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
326
shares
|
$17,881
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$17,771
0.0% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
320
shares
|
$17,552
0.01% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
318
shares
|
$17,442
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
314
shares
|
$17,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
313
shares
|
$17,168
0.0% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
310
shares
|
$17,003
0.0% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
304
shares
|
$16,674
0.02% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
301
shares
|
$16,509
0.0% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$16,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$16,455
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
299
shares
|
$16,400
0.0% of portfolio
|
Q1 2025
Reduced 46.03%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
295
shares
|
$16,180
0.01% of portfolio
|
Q4 2024
New holding
|