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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
29
shares
|
$1,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
26
shares
|
$1,426
0.0% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24
shares
|
$1,316
0.0% of portfolio
|
Q2 2022
Reduced 99.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
22
shares
|
$1,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
22
shares
|
$1,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
21
shares
|
$1,151
0.0% of portfolio
|
Q4 2022
Reduced 94.94%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
20
shares
|
$1,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19
shares
|
$1,042
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
18
shares
|
$987
0.0% of portfolio
|
Q1 2025
Reduced 84.07%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
18
shares
|
$987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
18
shares
|
$987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
17
shares
|
$932
0.0% of portfolio
|
Q1 2025
Reduced 97.67%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
13
shares
|
$713
0.0% of portfolio
|
Q4 2024
Reduced 62.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
13
shares
|
$713
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
13
shares
|
$713
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$603
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
9
shares
|
$493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
9
shares
|
$493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
8
shares
|
$438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
7
shares
|
$383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
6
shares
|
$329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
6
shares
|
$329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
5
shares
|
$274
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
5
shares
|
$274
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|