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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
20,375
shares
|
$1.13 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
20,333
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
20,098
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
20,085
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
19,987
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 68.27%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
19,954
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
19,790
shares
|
$1.09 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
19,707
shares
|
$1.09 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,684
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,684
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
19,582
shares
|
$1.08 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
19,570
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2022
Added 91.57%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
19,500
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
19,429
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
19,334
shares
|
$1.07 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
19,329
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
Added 83.56%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
19,245
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
19,240
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,139
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
19,074
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
19,048
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
19,016
shares
|
$1.05 Million
1.0% of portfolio
|
Q1 2023
Added 10.64%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,965
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
18,884
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2017
New holding
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
18,700
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2019
Added 228.07%
|