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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
12,855
shares
|
$711,010
0.05% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
12,826
shares
|
$709,406
0.25% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,799
shares
|
$707,912
0.08% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,757
shares
|
$705,589
0.04% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,736
shares
|
$704,428
0.01% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
12,704
shares
|
$702,658
0.17% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
12,607
shares
|
$697,293
0.07% of portfolio
|
Q3 2024
Reduced 35.27%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
12,544
shares
|
$693,808
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,510
shares
|
$691,928
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
12,476
shares
|
$690,047
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,432
shares
|
$687,613
0.07% of portfolio
|
Q2 2022
Added 22.07%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,400
shares
|
$685,844
0.26% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
12,368
shares
|
$684,074
0.24% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
12,336
shares
|
$682,304
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,332
shares
|
$682,082
0.15% of portfolio
|
Q1 2024
Added 25.47%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
12,216
shares
|
$675,666
0.01% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,201
shares
|
$674,837
0.12% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Feb 07, 2025 Q4 2024 |
12,200
shares
|
$674,782
0.01% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
12,191
shares
|
$674,284
0.09% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,156
shares
|
$672,348
0.02% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
12,133
shares
|
$671,076
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
12,111
shares
|
$669,859
0.06% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
12,063
shares
|
$667,204
0.11% of portfolio
|
Q3 2024
Added 80.31%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
12,044
shares
|
$666,153
0.14% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
12,043
shares
|
$666,098
0.04% of portfolio
|
Q4 2024
Reduced 7.18%
|