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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
21
shares
|
$1,211
0.0% of portfolio
|
Q4 2022
Reduced 94.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
21
shares
|
$1,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
20
shares
|
$1,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19
shares
|
$1,096
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
18
shares
|
$1,038
0.0% of portfolio
|
Q1 2025
Reduced 84.07%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
18
shares
|
$1,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
18
shares
|
$1,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
14
shares
|
$807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
13
shares
|
$749
0.0% of portfolio
|
Q4 2024
Reduced 62.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
13
shares
|
$749
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
13
shares
|
$749
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
10
shares
|
$576
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
9
shares
|
$519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
9
shares
|
$519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
7
shares
|
$403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
6
shares
|
$346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5
shares
|
$288
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
|
$288
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
2
shares
|
$115
0.0% of portfolio
|
Q1 2025
Reduced 97.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|