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 1,512 institutions that hold shares in the stock, with a total of 627 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
18,639
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
18,631
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
18,588
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
18,330
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
18,308
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,189
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2020
Reduced 12.51%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
18,100
shares
|
$1.03 Million
0.31% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
18,072
shares
|
$1.02 Million
0.29% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
18,060
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
18,027
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
18,027
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
18,015
shares
|
$1.02 Million
0.38% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
17,976
shares
|
$1.02 Million
0.19% of portfolio
|
Q2 2024
Reduced 73.08%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
17,951
shares
|
$1.02 Million
0.74% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,951
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
17,826
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 87.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,820
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
17,797
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.86%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
17,769
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
17,634
shares
|
$1 Million
0.29% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
17,626
shares
|
$999,570
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,593
shares
|
$997,699
0.02% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
17,482
shares
|
$991,404
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
17,289
shares
|
$980,459
0.07% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
17,279
shares
|
$979,892
0.41% of portfolio
|
Q4 2024
Reduced 4.27%
|