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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
15,342
shares
|
$848,566
0.03% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15,321
shares
|
$847,404
0.02% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
15,319
shares
|
$847,293
0.0% of portfolio
|
Q3 2024
Reduced 55.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
15,170
shares
|
$839,052
0.23% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
15,100
shares
|
$835,181
0.18% of portfolio
|
Q4 2024
Reduced 19.83%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
15,050
shares
|
$832,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,013
shares
|
$830,369
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
14,971
shares
|
$828,046
0.06% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
14,862
shares
|
$822,017
0.33% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
14,806
shares
|
$818,919
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
14,694
shares
|
$812,725
0.01% of portfolio
|
Q3 2024
Reduced 48.88%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
14,666
shares
|
$811,176
0.17% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
14,644
shares
|
$809,959
0.15% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
14,634
shares
|
$809,406
0.04% of portfolio
|
Q2 2024
Reduced 15.58%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
14,623
shares
|
$808,798
0.22% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
14,565
shares
|
$805,590
0.02% of portfolio
|
Q3 2024
Added 23.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
14,450
shares
|
$799,229
0.16% of portfolio
|
Q1 2023
Reduced 0.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
14,392
shares
|
$796,021
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
14,389
shares
|
$795,855
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
14,322
shares
|
$792,149
0.03% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,315
shares
|
$791,762
0.2% of portfolio
|
Q4 2022
Added 6.31%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
14,193
shares
|
$785,014
0.37% of portfolio
|
Q3 2024
Reduced 32.93%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
14,086
shares
|
$779,096
0.02% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
14,076
shares
|
$778,543
0.07% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
14,014
shares
|
$775,114
0.47% of portfolio
|
Q4 2024
Added 2.21%
|