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 1,541 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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,634
shares
|
$87,778
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$87,509
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,612
shares
|
$86,596
0.02% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,608
shares
|
$86,381
0.01% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,591
shares
|
$85,468
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,525
shares
|
$81,923
0.04% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
1,517
shares
|
$81,493
0.07% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,504
shares
|
$80,794
0.05% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$80,580
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,490
shares
|
$80,042
0.02% of portfolio
|
Q4 2024
Reduced 60.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,488
shares
|
$79,935
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,475
shares
|
$79,237
0.01% of portfolio
|
Q1 2023
Reduced 9.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,430
shares
|
$76,819
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,401
shares
|
$75,261
0.01% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,390
shares
|
$74,670
0.03% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
1,355
shares
|
$72,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,325
shares
|
$71,179
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,300
shares
|
$69,836
0.02% of portfolio
|
Q4 2022
Added 62.5%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,287
shares
|
$69,137
0.03% of portfolio
|
Q4 2024
Added 77.76%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
1,272
shares
|
$68,331
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
1,265
shares
|
$67,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,263
shares
|
$67,848
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,261
shares
|
$67,740
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,258
shares
|
$67,579
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,232
shares
|
$66,183
0.05% of portfolio
|
Q4 2024
Added 10.49%
|