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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,630
shares
|
$257,474
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
4,629
shares
|
$257,418
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
4,609
shares
|
$256,306
0.12% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,604
shares
|
$256,028
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
4,600
shares
|
$255,806
0.0% of portfolio
|
Q1 2023
Reduced 90.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,574
shares
|
$254,360
0.0% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
4,570
shares
|
$254,137
0.19% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
4,564
shares
|
$253,804
0.04% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,548
shares
|
$252,914
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,545
shares
|
$252,747
0.0% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
4,516
shares
|
$251,134
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,503
shares
|
$250,411
0.02% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,502
shares
|
$250,356
0.01% of portfolio
|
Q4 2024
Added 44.06%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,489
shares
|
$249,633
0.08% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
4,480
shares
|
$249,132
0.02% of portfolio
|
Q4 2024
Reduced 65.41%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
4,467
shares
|
$248,409
0.07% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
4,461
shares
|
$248,076
0.12% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
4,441
shares
|
$246,964
0.14% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,430
shares
|
$246,352
0.26% of portfolio
|
Q2 2022
Added 11.11%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
4,424
shares
|
$246,018
0.11% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,424
shares
|
$246,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,396
shares
|
$244,461
0.02% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
4,379
shares
|
$243,516
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,377
shares
|
$243,404
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,370
shares
|
$243,015
0.02% of portfolio
|
Q4 2024
Added 14.7%
|