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 1,578 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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
147
shares
|
$8,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
146
shares
|
$8,008
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
143
shares
|
$7,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
140
shares
|
$7,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
133
shares
|
$7,295
0.0% of portfolio
|
Q3 2021
Reduced 47.21%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
128
shares
|
$7,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
127
shares
|
$6,965
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
111
shares
|
$6,088
0.0% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
101
shares
|
$5,539
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$5,485
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
100
shares
|
$5,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
100
shares
|
$5,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
99
shares
|
$5,430
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
95
shares
|
$5,210
0.0% of portfolio
|
Q1 2025
Reduced 73.46%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
88
shares
|
$4,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
87
shares
|
$4,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
86
shares
|
$4,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
72
shares
|
$3,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
71
shares
|
$3,894
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
70
shares
|
$3,839
0.0% of portfolio
|
Q4 2024
Reduced 93.46%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
70
shares
|
$3,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
69
shares
|
$3,784
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
66
shares
|
$3,620
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
64
shares
|
$3,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
63
shares
|
$3,455
0.0% of portfolio
|
Q2 2024
Reduced 17.11%
|