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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
16,128
shares
|
$892,039
0.09% of portfolio
|
Q4 2024
Added 23.99%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
16,081
shares
|
$889,440
0.18% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,079
shares
|
$889,329
0.05% of portfolio
|
Q3 2024
Reduced 25.03%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
16,066
shares
|
$888,610
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
16,049
shares
|
$887,670
0.46% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
16,020
shares
|
$886,066
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
16,019
shares
|
$886,010
0.06% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
15,956
shares
|
$882,526
0.1% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
15,844
shares
|
$876,331
0.49% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
15,827
shares
|
$875,391
0.02% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,799
shares
|
$873,842
0.02% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$869,583
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$869,583
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
15,709
shares
|
$868,864
0.15% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
15,683
shares
|
$867,426
0.01% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,640
shares
|
$865,048
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
15,621
shares
|
$863,997
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
15,582
shares
|
$861,840
0.14% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
15,581
shares
|
$861,785
0.05% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
15,518
shares
|
$858,300
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
15,507
shares
|
$857,692
0.02% of portfolio
|
Q4 2024
Added 83.84%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
15,481
shares
|
$856,254
0.19% of portfolio
|
Q3 2024
Added 93.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
15,468
shares
|
$855,535
0.01% of portfolio
|
Q3 2024
Added 4587.27%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,410
shares
|
$852,327
0.02% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
15,365
shares
|
$849,838
0.07% of portfolio
|
Q3 2024
Added 255.84%
|