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 |
|---|---|---|---|---|---|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
23,064
shares
|
$1.28 Million
0.41% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,831
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
22,783
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
22,348
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
22,344
shares
|
$1.24 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
22,245
shares
|
$1.23 Million
0.16% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
22,145
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
22,140
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,121
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 22.08%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,995
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
21,683
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,573
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
21,555
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 23.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,528
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
21,439
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,352
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,296
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
21,229
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
21,078
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
21,032
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,812
shares
|
$1.15 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
20,661
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.24%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
20,556
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.01%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
20,555
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
20,470
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2024
Added 10.83%
|