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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
931
shares
|
$50,013
0.0% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
922
shares
|
$49,529
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$48,348
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
900
shares
|
$48,348
0.01% of portfolio
|
Q2 2023
Reduced 10.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
900
shares
|
$48,348
0.01% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
900
shares
|
$48,348
0.04% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
896
shares
|
$48,133
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
895
shares
|
$48,079
0.04% of portfolio
|
Q4 2024
Reduced 97.81%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
857
shares
|
$46,038
0.01% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
841
shares
|
$45,178
0.02% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
825
shares
|
$44,319
0.02% of portfolio
|
Q1 2023
Reduced 10.42%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
819
shares
|
$43,996
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
781
shares
|
$41,955
0.0% of portfolio
|
Q4 2024
Reduced 44.61%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
780
shares
|
$41,901
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
776
shares
|
$41,686
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
768
shares
|
$41,256
0.12% of portfolio
|
Q4 2024
Added 1247.37%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
758
shares
|
$40,719
0.0% of portfolio
|
Q4 2024
Added 279.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
751
shares
|
$40,343
0.01% of portfolio
|
Q4 2024
Reduced 80.16%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
750
shares
|
$40,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
734
shares
|
$39,430
0.01% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
731
shares
|
$39,269
0.02% of portfolio
|
Q4 2024
Reduced 93.38%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
730
shares
|
$39,215
0.0% of portfolio
|
N/A
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
725
shares
|
$38,947
0.04% of portfolio
|
Q2 2022
Reduced 29.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
705
shares
|
$37,872
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
693
shares
|
$37,227
0.03% of portfolio
|
Q4 2024
New holding
|