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 1,600 institutions that hold shares in the stock, with a total of 633 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
347,119
shares
|
$20 Million
0.19% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
346,878
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
346,311
shares
|
$20 Million
0.08% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
344,200
shares
|
$19.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
344,113
shares
|
$19.9 Million
0.08% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
337,973
shares
|
$19.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
331,296
shares
|
$19.1 Million
0.14% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
326,821
shares
|
$18.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
317,993
shares
|
$18.3 Million
0.04% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
315,022
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
306,411
shares
|
$17.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
303,404
shares
|
$17.5 Million
0.09% of portfolio
|
Q2 2023
Reduced 13.65%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
300,147
shares
|
$17.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
294,753
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
294,453
shares
|
$17 Million
0.1% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
293,000
shares
|
$16.9 Million
1.41% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
290,422
shares
|
$16.8 Million
0.05% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
290,301
shares
|
$16.7 Million
0.1% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
290,000
shares
|
$16.7 Million
1.22% of portfolio
|
Q2 2024
Added 11.54%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
287,357
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Added 5756.06%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
286,253
shares
|
$16.5 Million
0.3% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
284,499
shares
|
$16.4 Million
0.05% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
281,402
shares
|
$16.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
276,835
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
273,464
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.16%
|