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 1,522 institutions that hold shares in the stock, with a total of 627 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
3,500
shares
|
$194,565
0.03% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$192,952
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
3,463
shares
|
$192,508
0.09% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
3,459
shares
|
$192,285
0.01% of portfolio
|
Q4 2024
Reduced 62.22%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,408
shares
|
$189,450
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,304
shares
|
$183,669
0.02% of portfolio
|
Q3 2022
Reduced 23.23%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,289
shares
|
$182,835
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,271
shares
|
$181,834
0.05% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
3,266
shares
|
$181,556
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,266
shares
|
$181,556
0.06% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,264
shares
|
$181,445
0.0% of portfolio
|
Q4 2024
Reduced 45.47%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
3,253
shares
|
$180,834
0.01% of portfolio
|
Q4 2024
Added 33.65%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,237
shares
|
$179,944
0.02% of portfolio
|
Q4 2024
Added 44.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,165
shares
|
$175,942
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
3,124
shares
|
$173,663
0.05% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,110
shares
|
$172,884
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,058
shares
|
$169,994
0.07% of portfolio
|
Q3 2023
Added 682.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,002
shares
|
$166,881
0.01% of portfolio
|
Q4 2024
Added 606.35%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$166,770
0.07% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,939
shares
|
$163,379
0.01% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,929
shares
|
$162,823
0.03% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,923
shares
|
$162,489
0.02% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,869
shares
|
$159,487
0.02% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
2,863
shares
|
$159,154
0.11% of portfolio
|
Q4 2024
Reduced 31.75%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,861
shares
|
$159,042
0.01% of portfolio
|
Q4 2024
Added 11.67%
|