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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
17,273
shares
|
$955,369
0.01% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
17,093
shares
|
$945,413
0.35% of portfolio
|
Q4 2024
Added 37.61%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,078
shares
|
$944,584
0.05% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,039
shares
|
$942,427
0.04% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,953
shares
|
$937,670
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,950
shares
|
$937,504
0.01% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,950
shares
|
$937,504
0.01% of portfolio
|
Q3 2024
Added 38.18%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,937
shares
|
$936,785
0.14% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
16,852
shares
|
$932,084
0.17% of portfolio
|
Q3 2022
Reduced 21.0%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
16,850
shares
|
$931,973
0.19% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
16,836
shares
|
$931,199
0.34% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
16,811
shares
|
$929,816
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
16,762
shares
|
$927,106
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
16,760
shares
|
$926,995
0.87% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
16,675
shares
|
$922,294
0.01% of portfolio
|
Q4 2024
Added 25.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
16,631
shares
|
$919,860
0.06% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,600
shares
|
$918,146
0.0% of portfolio
|
Q3 2024
Reduced 83.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
16,578
shares
|
$916,929
0.02% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,544
shares
|
$915,048
0.03% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
16,506
shares
|
$912,946
0.21% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
16,497
shares
|
$912,449
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
16,310
shares
|
$902,106
0.06% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
16,292
shares
|
$901,110
0.09% of portfolio
|
Q3 2024
Reduced 31.45%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
16,227
shares
|
$897,515
0.01% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,158
shares
|
$893,698
0.06% of portfolio
|
Q4 2024
Reduced 8.16%
|