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 1,488 institutions that hold shares in the stock, with a total of 618 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
500
shares
|
$27,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
500
shares
|
$27,315
0.01% of portfolio
|
Q1 2019
Reduced 13.79%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
500
shares
|
$27,315
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
500
shares
|
$27,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
498
shares
|
$27,205
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
482
shares
|
$26,331
0.0% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
480
shares
|
$26,222
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
479
shares
|
$26,167
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
475
shares
|
$25,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
471
shares
|
$25,730
0.01% of portfolio
|
Q4 2024
Added 175.44%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
458
shares
|
$25,020
0.01% of portfolio
|
Q2 2024
Added 89.26%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
451
shares
|
$24,638
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
401
shares
|
$21,906
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$21,852
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$21,852
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
380
shares
|
$20,759
0.01% of portfolio
|
Q3 2024
Added 363.41%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
373
shares
|
$20,376
0.01% of portfolio
|
Q4 2023
Added 19.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
373
shares
|
$20,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
364
shares
|
$19,885
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
355
shares
|
$19,393
0.01% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
352
shares
|
$19,229
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
349
shares
|
$19,065
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
344
shares
|
$18,792
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
340
shares
|
$18,574
0.0% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
339
shares
|
$18,519
0.01% of portfolio
|
Q2 2023
New holding
|