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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$158,709
0.11% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
2,802
shares
|
$155,763
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
2,790
shares
|
$155,096
0.01% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,773
shares
|
$154,151
0.04% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,770
shares
|
$153,984
0.0% of portfolio
|
Q4 2024
Reduced 81.92%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,726
shares
|
$151,538
0.03% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,666
shares
|
$148,202
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,650
shares
|
$147,313
0.05% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,548
shares
|
$141,643
0.06% of portfolio
|
Q4 2021
Reduced 1.43%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,498
shares
|
$138,863
0.07% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,497
shares
|
$138,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,469
shares
|
$137,251
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,448
shares
|
$136,084
0.04% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,430
shares
|
$135,083
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
2,430
shares
|
$135,083
0.01% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
2,383
shares
|
$132,470
0.05% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,378
shares
|
$132,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
2,300
shares
|
$127,857
0.06% of portfolio
|
Q2 2024
Reduced 11.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,279
shares
|
$126,689
0.01% of portfolio
|
Q3 2021
Reduced 3.06%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,277
shares
|
$126,578
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
2,196
shares
|
$122,075
0.0% of portfolio
|
Q4 2024
Added 3082.61%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,176
shares
|
$120,963
0.02% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,135
shares
|
$118,684
0.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,030
shares
|
$112,847
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,019
shares
|
$112,236
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|