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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
5,975
shares
|
$332,269
0.05% of portfolio
|
Q4 2024
Reduced 17.27%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,973
shares
|
$332,158
0.13% of portfolio
|
Q4 2022
Added 29.05%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,973
shares
|
$332,158
0.02% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,956
shares
|
$331,213
0.14% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,954
shares
|
$331,101
0.04% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,934
shares
|
$329,989
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
5,920
shares
|
$329,211
0.01% of portfolio
|
Q4 2024
Reduced 85.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,902
shares
|
$328,210
0.02% of portfolio
|
Q3 2023
Reduced 34.47%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,901
shares
|
$328,154
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,900
shares
|
$328,099
0.02% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,865
shares
|
$326,152
0.01% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
5,861
shares
|
$325,930
0.15% of portfolio
|
Q4 2024
Added 50.51%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,848
shares
|
$325,207
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,829
shares
|
$324,150
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
5,829
shares
|
$324,150
0.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
5,828
shares
|
$324,095
0.11% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
5,828
shares
|
$324,095
0.12% of portfolio
|
Q2 2024
Added 34.72%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
5,827
shares
|
$324,039
0.03% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
5,815
shares
|
$323,372
0.31% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,811
shares
|
$323,149
0.21% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,774
shares
|
$321,092
0.2% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
5,763
shares
|
$320,480
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
5,743
shares
|
$319,368
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,689
shares
|
$316,365
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,685
shares
|
$316,142
0.07% of portfolio
|
Q4 2024
Added 43.09%
|