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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
12,063
shares
|
$684,092
0.11% of portfolio
|
Q3 2024
Added 80.31%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
12,044
shares
|
$683,015
0.14% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
12,043
shares
|
$682,958
0.04% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
11,994
shares
|
$680,179
0.25% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
11,970
shares
|
$678,818
0.26% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,967
shares
|
$678,648
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
11,929
shares
|
$676,493
0.43% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,860
shares
|
$672,580
0.03% of portfolio
|
Q4 2024
Added 92.13%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,793
shares
|
$668,781
0.02% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
11,771
shares
|
$667,533
1.69% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,763
shares
|
$667,079
0.01% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
11,748
shares
|
$666,229
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
11,710
shares
|
$664,074
0.02% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
11,638
shares
|
$659,990
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,630
shares
|
$659,537
0.03% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
11,617
shares
|
$658,800
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
11,605
shares
|
$658,119
0.05% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
11,517
shares
|
$653,129
0.02% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
11,484
shares
|
$651,257
0.05% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
11,429
shares
|
$648,138
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,424
shares
|
$647,855
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
11,408
shares
|
$646,947
0.09% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
11,393
shares
|
$646,097
0.01% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
11,354
shares
|
$643,885
0.08% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
11,278
shares
|
$639,575
0.08% of portfolio
|
Q4 2024
Reduced 2.02%
|