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 1,499 institutions that hold shares in the stock, with a total of 618 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
26,589
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
26,376
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2022
Added 9.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,300
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
26,189
shares
|
$1.45 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
26,042
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.4%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,972
shares
|
$1.44 Million
0.35% of portfolio
|
Q4 2021
Added 21.58%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
25,946
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,670
shares
|
$1.42 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
25,556
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
25,449
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
25,438
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2022
Reduced 41.46%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2024 Q3 2024 |
25,000
shares
|
$1.38 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
24,962
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2024
Reduced 23.1%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
24,840
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
24,777
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.72%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24,428
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
24,394
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
24,204
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
24,170
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
24,114
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
24,094
shares
|
$1.33 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,918
shares
|
$1.32 Million
0.68% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
23,565
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
23,263
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
23,175
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 145.21%
|