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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
69
shares
|
$3,784
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
66
shares
|
$3,620
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
64
shares
|
$3,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
63
shares
|
$3,455
0.0% of portfolio
|
Q2 2024
Reduced 17.11%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
59
shares
|
$3,236
0.0% of portfolio
|
Q4 2024
Added 68.57%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
58
shares
|
$3,181
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
56
shares
|
$3,071
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
56
shares
|
$3,071
0.03% of portfolio
|
Q1 2025
Reduced 92.71%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,742
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$2,742
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
50
shares
|
$2,742
0.0% of portfolio
|
Q1 2025
Added 455.56%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
46
shares
|
$2,523
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
44
shares
|
$2,413
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$2,358
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
42
shares
|
$2,303
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
41
shares
|
$2,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
40
shares
|
$2,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
40
shares
|
$2,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
39
shares
|
$2,139
0.0% of portfolio
|
Q4 2024
Reduced 85.66%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
34
shares
|
$1,864
0.0% of portfolio
|
Q4 2024
Reduced 97.87%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
33
shares
|
$1,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
31
shares
|
$1,700
0.0% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
31
shares
|
$1,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
30
shares
|
$1,645
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
29
shares
|
$1,590
0.0% of portfolio
|
Q1 2025
Reduced 80.54%
|