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 1,530 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,717
shares
|
$373,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
6,711
shares
|
$373,198
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,705
shares
|
$372,865
0.62% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,681
shares
|
$371,530
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
6,678
shares
|
$371,363
0.01% of portfolio
|
Q4 2024
Reduced 61.33%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
6,651
shares
|
$369,862
0.0% of portfolio
|
Q1 2024
Reduced 19.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,625
shares
|
$368,416
0.07% of portfolio
|
Q4 2024
Reduced 57.21%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
6,622
shares
|
$368,249
0.02% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
6,613
shares
|
$367,748
0.06% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
6,611
shares
|
$367,637
0.02% of portfolio
|
Q1 2024
Reduced 17.76%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
6,598
shares
|
$366,914
0.06% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
6,572
shares
|
$365,468
0.35% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,552
shares
|
$364,356
0.05% of portfolio
|
Q2 2023
Reduced 0.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,547
shares
|
$364,078
0.01% of portfolio
|
Q1 2024
Reduced 13.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,540
shares
|
$363,689
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,504
shares
|
$361,687
0.33% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,503
shares
|
$361,631
0.01% of portfolio
|
Q4 2024
Added 158.57%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,500
shares
|
$361,465
0.05% of portfolio
|
Q4 2022
Added 27.45%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
6,497
shares
|
$361,298
0.08% of portfolio
|
Q4 2024
Added 57.54%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,459
shares
|
$359,184
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
6,455
shares
|
$358,962
0.09% of portfolio
|
Q2 2024
Added 3.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,440
shares
|
$358,128
0.09% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
6,433
shares
|
$357,739
0.11% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
6,397
shares
|
$355,737
0.01% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,396
shares
|
$355,681
0.04% of portfolio
|
Q4 2024
Added 24.07%
|