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 1,531 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 $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,311
shares
|
$295,663
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,275
shares
|
$293,659
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,263
shares
|
$292,991
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,244
shares
|
$291,933
0.02% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
5,230
shares
|
$291,154
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
5,225
shares
|
$290,875
0.4% of portfolio
|
Q3 2023
Added 13.44%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,212
shares
|
$290,152
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
5,207
shares
|
$289,873
0.01% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,189
shares
|
$288,871
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
5,184
shares
|
$288,593
0.15% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,166
shares
|
$287,591
0.35% of portfolio
|
Q4 2023
Reduced 1.9%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
5,164
shares
|
$287,479
0.02% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,155
shares
|
$286,978
0.04% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
5,142
shares
|
$286,255
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,140
shares
|
$286,143
0.0% of portfolio
|
Q3 2022
Reduced 93.13%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
5,127
shares
|
$285,420
0.02% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,111
shares
|
$284,529
0.13% of portfolio
|
Q4 2022
Added 439.7%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
5,100
shares
|
$283,917
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
5,064
shares
|
$281,912
0.13% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
5,047
shares
|
$280,966
0.0% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,045
shares
|
$280,855
0.05% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
5,044
shares
|
$280,799
0.03% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
5,010
shares
|
$278,906
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
5,006
shares
|
$278,684
0.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,989
shares
|
$277,737
0.09% of portfolio
|
Q4 2024
Reduced 9.26%
|