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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
360
shares
|
$19,339
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
358
shares
|
$19,231
0.01% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
355
shares
|
$19,070
0.01% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
352
shares
|
$18,909
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
349
shares
|
$18,748
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
344
shares
|
$18,479
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
340
shares
|
$18,264
0.0% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
339
shares
|
$18,211
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
329
shares
|
$17,673
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
328
shares
|
$17,620
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
327
shares
|
$17,566
0.0% of portfolio
|
Q4 2024
Reduced 53.02%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
326
shares
|
$17,512
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$17,405
0.0% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
320
shares
|
$17,190
0.01% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
314
shares
|
$16,868
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
310
shares
|
$16,653
0.01% of portfolio
|
Q4 2024
Reduced 80.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
310
shares
|
$16,653
0.0% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
301
shares
|
$16,169
0.0% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$16,116
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$16,116
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$16,116
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
295
shares
|
$15,847
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
294
shares
|
$15,793
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
289
shares
|
$15,525
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
282
shares
|
$15,149
0.0% of portfolio
|
Q4 2024
Reduced 19.43%
|