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 1,522 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 $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
7,745
shares
|
$430,544
0.11% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,725
shares
|
$429,432
0.04% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
7,700
shares
|
$428,043
0.16% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,692
shares
|
$427,598
0.04% of portfolio
|
Q4 2021
Added 40.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,691
shares
|
$427,542
0.08% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
7,675
shares
|
$426,653
0.25% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
7,669
shares
|
$426,319
0.01% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,666
shares
|
$426,152
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,619
shares
|
$423,540
0.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
7,610
shares
|
$423,039
0.25% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
7,574
shares
|
$421,038
0.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
7,572
shares
|
$420,927
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
7,551
shares
|
$419,760
0.03% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,545
shares
|
$419,426
0.15% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
7,490
shares
|
$416,369
0.27% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,473
shares
|
$415,424
0.06% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,466
shares
|
$415,034
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
7,433
shares
|
$413,200
0.06% of portfolio
|
Q4 2024
Added 363.98%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,417
shares
|
$412,311
0.07% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
7,417
shares
|
$412,311
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
7,413
shares
|
$412,088
0.0% of portfolio
|
Q1 2024
Added 7.02%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
7,348
shares
|
$408,475
0.17% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,327
shares
|
$407,307
0.02% of portfolio
|
Q4 2024
Added 35.76%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,290
shares
|
$405,251
0.06% of portfolio
|
Q2 2024
Reduced 13.93%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7,282
shares
|
$404,806
0.09% of portfolio
|
Q3 2024
Added 0.47%
|