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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,393
shares
|
$355,514
0.02% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
6,391
shares
|
$355,403
0.13% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6,360
shares
|
$353,679
0.01% of portfolio
|
Q4 2024
Reduced 27.5%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
6,300
shares
|
$350,343
0.01% of portfolio
|
Q4 2024
Added 19.14%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
6,293
shares
|
$349,953
0.06% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,252
shares
|
$347,673
0.11% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,252
shares
|
$347,673
0.09% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
6,236
shares
|
$346,783
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
6,222
shares
|
$346,005
0.01% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,207
shares
|
$345,171
0.02% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,198
shares
|
$344,670
0.12% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,176
shares
|
$343,447
0.01% of portfolio
|
Q4 2024
Added 59.18%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
6,155
shares
|
$342,279
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,106
shares
|
$339,554
0.0% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
6,106
shares
|
$339,554
0.15% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,094
shares
|
$338,887
0.18% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
6,092
shares
|
$338,776
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
6,070
shares
|
$337,552
0.03% of portfolio
|
Q4 2024
Reduced 75.15%
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
6,053
shares
|
$336,607
0.07% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
6,039
shares
|
$335,828
0.02% of portfolio
|
Q4 2024
Added 31.68%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,032
shares
|
$335,439
0.19% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
6,025
shares
|
$335,050
0.09% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
6,001
shares
|
$333,715
0.26% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,000
shares
|
$333,660
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,985
shares
|
$332,825
0.07% of portfolio
|
Q1 2024
New holding
|