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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,167
shares
|
$617,646
0.05% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
11,163
shares
|
$617,425
0.04% of portfolio
|
Q4 2024
Added 70.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,157
shares
|
$617,093
0.03% of portfolio
|
Q3 2024
Added 24.8%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,123
shares
|
$615,213
0.03% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
11,102
shares
|
$614,051
0.2% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
10,995
shares
|
$608,133
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
10,981
shares
|
$607,359
0.26% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,923
shares
|
$604,151
0.02% of portfolio
|
Q4 2024
Added 43.86%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
10,892
shares
|
$602,436
0.23% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,866
shares
|
$600,998
0.03% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,866
shares
|
$600,998
0.18% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
10,864
shares
|
$600,887
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,832
shares
|
$599,117
0.2% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,808
shares
|
$597,790
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
10,750
shares
|
$594,582
0.01% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
10,658
shares
|
$589,493
0.02% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
10,648
shares
|
$588,940
0.18% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
10,603
shares
|
$586,451
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
10,593
shares
|
$585,898
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
10,550
shares
|
$583,520
0.43% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,538
shares
|
$582,856
0.02% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
10,500
shares
|
$580,755
0.39% of portfolio
|
Q3 2024
Added 105.88%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,440
shares
|
$577,436
0.15% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
10,399
shares
|
$575,168
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,334
shares
|
$571,573
0.06% of portfolio
|
Q3 2022
Reduced 1.81%
|