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 1,511 institutions that hold shares in the stock, with a total of 631 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,030
shares
|
$113,537
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,019
shares
|
$112,922
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,003
shares
|
$112,027
0.02% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,000
shares
|
$111,860
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,000
shares
|
$111,860
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,993
shares
|
$111,468
0.04% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
1,990
shares
|
$111,300
0.06% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,945
shares
|
$108,783
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,900
shares
|
$106,267
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,873
shares
|
$104,756
0.02% of portfolio
|
Q4 2023
Reduced 2.95%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,853
shares
|
$103,638
0.03% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,839
shares
|
$102,855
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,827
shares
|
$102,184
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,806
shares
|
$101,009
0.03% of portfolio
|
Q3 2024
Added 92.95%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1,757
shares
|
$98,269
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,753
shares
|
$98,045
0.02% of portfolio
|
Q4 2024
Added 273.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,742
shares
|
$97,430
0.0% of portfolio
|
Q4 2024
Added 58.22%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
1,704
shares
|
$95,304
0.03% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,676
shares
|
$93,738
0.0% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,634
shares
|
$91,389
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$91,109
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,612
shares
|
$90,159
0.02% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,608
shares
|
$89,935
0.01% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,591
shares
|
$88,984
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,575
shares
|
$88,089
0.03% of portfolio
|
Q3 2024
Added 270.59%
|