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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
282
shares
|
$15,149
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
282
shares
|
$15,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
280
shares
|
$15,041
0.01% of portfolio
|
Q2 2023
Reduced 68.92%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
276
shares
|
$14,826
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
267
shares
|
$14,343
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
263
shares
|
$14,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
262
shares
|
$14,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
260
shares
|
$13,967
0.01% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
251
shares
|
$13,483
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
251
shares
|
$13,483
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
245
shares
|
$13,161
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
243
shares
|
$13,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
235
shares
|
$12,624
0.01% of portfolio
|
Q2 2024
Added 176.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
233
shares
|
$12,516
0.0% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
232
shares
|
$12,463
0.01% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
230
shares
|
$12,355
0.0% of portfolio
|
Q4 2022
Reduced 14.5%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
215
shares
|
$11,549
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
215
shares
|
$11,549
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
213
shares
|
$11,442
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
213
shares
|
$11,442
0.01% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
211
shares
|
$11,334
0.0% of portfolio
|
Q4 2024
Reduced 42.03%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
210
shares
|
$11,281
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
207
shares
|
$11,120
0.01% of portfolio
|
Q2 2023
Reduced 72.69%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$10,744
0.0% of portfolio
|
Q1 2024
Added 9.89%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$10,744
0.01% of portfolio
|
Q4 2022
Added 1900.0%
|