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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
213
shares
|
$11,683
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
210
shares
|
$11,518
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
207
shares
|
$11,353
0.01% of portfolio
|
Q2 2023
Reduced 72.69%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
203
shares
|
$11,134
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$10,970
0.01% of portfolio
|
Q4 2022
Added 1900.0%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$10,970
0.0% of portfolio
|
Q1 2025
Reduced 73.61%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$10,970
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
200
shares
|
$10,970
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
200
shares
|
$10,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
200
shares
|
$10,970
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
198
shares
|
$10,860
0.0% of portfolio
|
Q3 2023
Reduced 27.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
197
shares
|
$10,805
0.0% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
195
shares
|
$10,695
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
187
shares
|
$10,256
0.0% of portfolio
|
Q3 2024
Reduced 70.27%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
186
shares
|
$10,202
0.01% of portfolio
|
Q2 2022
Reduced 18.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
185
shares
|
$10,147
0.0% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
170
shares
|
$9,324
0.0% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
166
shares
|
$9,105
0.0% of portfolio
|
Q1 2021
Reduced 64.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
166
shares
|
$9,105
0.0% of portfolio
|
Q1 2025
Added 137.14%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
166
shares
|
$9,105
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
163
shares
|
$8,940
0.0% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
162
shares
|
$8,885
0.0% of portfolio
|
Q2 2024
Added 170.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
160
shares
|
$8,776
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
160
shares
|
$8,776
0.01% of portfolio
|
Q4 2024
Reduced 58.44%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
159
shares
|
$8,721
0.0% of portfolio
|
Q4 2023
New holding
|