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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
9,841
shares
|
$558,083
0.01% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,833
shares
|
$557,629
0.01% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,832
shares
|
$557,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
9,810
shares
|
$556,325
0.14% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
9,789
shares
|
$555,134
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
9,773
shares
|
$554,226
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
9,759
shares
|
$553,432
0.03% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
9,720
shares
|
$551,221
0.03% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
9,695
shares
|
$549,803
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,678
shares
|
$548,839
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
9,636
shares
|
$546,457
0.19% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,628
shares
|
$546,003
0.04% of portfolio
|
Q4 2022
Added 51.43%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,626
shares
|
$545,890
0.03% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
9,624
shares
|
$545,777
0.15% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,590
shares
|
$543,848
0.0% of portfolio
|
Q3 2024
Reduced 47.56%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
9,561
shares
|
$542,204
0.04% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
9,525
shares
|
$540,162
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,496
shares
|
$538,518
0.04% of portfolio
|
Q4 2024
Reduced 43.94%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
9,405
shares
|
$533,357
0.14% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,369
shares
|
$531,315
0.02% of portfolio
|
Q3 2023
Added 55.32%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
9,351
shares
|
$530,295
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,319
shares
|
$528,480
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
9,310
shares
|
$527,970
0.1% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Renaissance Group LLC
Covington, KY |
Feb 13, 2025 Q4 2024 |
9,307
shares
|
$527,799
0.02% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,250
shares
|
$524,567
0.07% of portfolio
|
Q4 2024
New holding
|