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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
4,973
shares
|
$276,846
0.06% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
4,949
shares
|
$275,510
0.22% of portfolio
|
Q2 2024
Reduced 11.96%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,930
shares
|
$274,453
0.02% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,913
shares
|
$273,506
0.06% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,907
shares
|
$273,172
0.0% of portfolio
|
Q4 2024
Reduced 94.92%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,900
shares
|
$272,783
0.12% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$272,615
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,891
shares
|
$272,281
0.0% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,882
shares
|
$271,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
4,881
shares
|
$271,725
0.1% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
4,875
shares
|
$271,391
0.02% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
4,857
shares
|
$270,389
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
4,855
shares
|
$270,277
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
4,842
shares
|
$269,554
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,838
shares
|
$269,331
0.04% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
4,828
shares
|
$268,774
0.01% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
4,819
shares
|
$268,273
0.1% of portfolio
|
Q4 2024
Reduced 53.71%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
4,799
shares
|
$267,160
0.0% of portfolio
|
Q1 2022
Added 102.92%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,790
shares
|
$266,659
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,779
shares
|
$266,046
0.1% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
4,729
shares
|
$263,263
0.2% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,716
shares
|
$262,539
0.06% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
4,711
shares
|
$262,261
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
4,708
shares
|
$262,094
0.18% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
4,703
shares
|
$261,816
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|