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 |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
71
shares
|
$3,878
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
70
shares
|
$3,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$3,769
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
69
shares
|
$3,769
0.0% of portfolio
|
Q4 2024
Added 3350.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
63
shares
|
$3,441
0.0% of portfolio
|
Q2 2024
Reduced 17.11%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
62
shares
|
$3,387
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
57
shares
|
$3,113
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
56
shares
|
$3,059
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,731
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$2,731
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
46
shares
|
$2,512
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
46
shares
|
$2,512
0.0% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
45
shares
|
$2,458
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
44
shares
|
$2,403
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$2,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$2,130
0.0% of portfolio
|
Q4 2024
Reduced 85.66%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
37
shares
|
$2,021
0.0% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
35
shares
|
$1,912
0.0% of portfolio
|
Q3 2024
Reduced 61.54%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
34
shares
|
$1,857
0.0% of portfolio
|
Q4 2024
Reduced 97.87%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
33
shares
|
$1,802
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
29
shares
|
$1,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
28
shares
|
$1,529
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24
shares
|
$1,311
0.0% of portfolio
|
Q2 2022
Reduced 99.12%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
21
shares
|
$1,147
0.0% of portfolio
|
Q2 2024
Added 31.25%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
21
shares
|
$1,147
0.0% of portfolio
|
Q4 2022
Reduced 94.94%
|