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Dominion Energy (D) Institutional Ownership

Dominion Energy logo
$55.34 +0.28 (+0.51%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Dominion Energy (NYSE:D)

Current
Institutional Ownership
Percentage
73.04%
Number of
Institutional Buyers
(last 12 months)
716
Total
Institutional Inflows
(last 12 months)
$3.99B
Number of
Institutional Sellers
(last 12 months)
591
Total
Institutional Outflows
(last 12 months)
$1.45B
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D Institutional Buying and Selling by Quarter

Dominion Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Bill Few Associates Inc.60,489$3.26M1.1%+6.4%0.007%
1/17/2025 Teamwork Financial Advisors LLC9,250$498K0.1%N/A0.001%
1/17/2025 Raleigh Capital Management Inc.731$39K0.0%-93.4%0.000%
1/17/2025 Adirondack Trust Co.6,391$344K0.1%-7.6%0.001%
1/17/2025 D.B. Root & Company LLC3,747$202K0.1%-14.7%0.000%
1/17/2025 Mutual Advisors LLC10,923$601K0.0%+43.9%0.001%
1/17/2025 Wesbanco Bank Inc.112,330$6.05M0.2%-2.3%0.013%
1/17/2025 Janney Montgomery Scott LLC613,687$33.05M0.1%+2.4%0.073%
1/17/2025 Bartlett & CO. Wealth Management LLC3,264$176K0.0%-45.5%0.000%
1/17/2025 SG Americas Securities LLC98,411$5.30M0.0%-72.0%0.012%
1/17/2025 Sharp Financial Services LLC10,550$568K0.4%+30.2%0.001%
1/17/2025 Park Place Capital Corp751$40K0.0%-80.2%0.000%
1/17/2025 Daymark Wealth Partners LLC19,987$1.08M0.0%+68.3%0.002%
1/17/2025 Albion Financial Group UT758$41K0.0%+279.0%0.000%
1/17/2025 Viking Fund Management LLC3,500$189K0.0%+400.0%0.000%
1/17/2025 Dakota Wealth Management56,323$3.03M0.1%+5.2%0.007%
1/17/2025 XML Financial LLC47,761$2.57M0.2%-8.9%0.006%
1/17/2025 Nisa Investment Advisors LLC149,245$8.04M0.0%+56.6%0.018%
1/17/2025 Simon Quick Advisors LLC4,250$229K0.0%+4.5%0.001%
1/17/2025 Sheets Smith Wealth Management5,954$321K0.0%-4.2%0.001%
1/17/2025 Atomi Financial Group Inc.8,940$482K0.0%-7.4%0.001%
1/16/2025 First United Bank & Trust6,198$334K0.1%-13.6%0.001%
1/16/2025 Chesapeake Wealth Management4,989$269K0.1%-9.3%0.001%
1/16/2025 Ballentine Partners LLC13,216$712K0.0%-5.2%0.002%
1/16/2025 Culbertson A N & Co. Inc.15,582$839K0.1%-11.6%0.002%
1/16/2025 ZWJ Investment Counsel Inc.6,300$339K0.0%+19.1%0.001%
1/16/2025 Pure Financial Advisors LLC4,197$226K0.0%N/A0.000%
1/16/2025 Koshinski Asset Management Inc.7,134$384K0.0%+3.8%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB4,100$221K0.0%+6.7%0.000%
1/16/2025 UMB Bank n.a.17,273$930K0.0%+3.9%0.002%
1/16/2025 Gilman Hill Asset Management LLC170,280$9.17M1.6%+0.2%0.020%
1/16/2025 City Holding Co.19,954$1.08M0.2%-3.8%0.002%
1/16/2025 Hall Laurie J Trustee3,925$212K0.1%-11.3%0.000%
1/16/2025 My Legacy Advisors LLC12,400$665K0.3%+2.3%0.001%
1/16/2025 Liberty One Investment Management LLC12,799$689K0.1%-14.5%0.002%
1/15/2025 HF Advisory Group LLC5,064$273K0.1%-4.9%0.001%
1/15/2025 Aaron Wealth Advisors LLC5,479$295K0.0%+35.7%0.001%
1/15/2025 Triangle Securities Wealth Management9,405$507K0.1%+4.6%0.001%
1/15/2025 HB Wealth Management LLC35,993$1.94M0.0%+15.6%0.004%
1/15/2025 Trust Co. of Vermont17,078$920K0.0%-5.5%0.002%
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1/15/2025 Shelton Wealth Management LLC13,770$742K0.4%+17.3%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.17,951$967K0.0%+29.6%0.002%
1/15/2025 Arkadios Wealth Advisors4,930$266K0.0%+13.0%0.001%
1/15/2025 Mason & Associates LLC18,072$973K0.3%+28.5%0.002%
1/15/2025 Dominguez Wealth Management Solutions Inc.13,719$739K0.5%-28.4%0.002%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.40,435$2.18M0.2%-5.2%0.005%
1/15/2025 Brooklyn Investment Group10,230$551K0.2%+3.1%0.001%
1/15/2025 Merit Financial Group LLC12,216$658K0.0%+21.7%0.001%
1/15/2025 Wedge Capital Management L L P NC234,209$12.61M0.2%-3.0%0.028%
1/15/2025 Walker Asset Management LLC5,811$313K0.2%+18.1%0.001%
1/15/2025 CNB Bank4,609$248K0.1%-20.5%0.001%
1/15/2025 Wealthcare Advisory Partners LLC15,507$835K0.0%+83.8%0.002%
1/15/2025 Tompkins Financial Corp4,370$235K0.0%+14.7%0.001%
1/15/2025 Hennessy Advisors Inc.66,277$3.57M0.1%+2.8%0.008%
1/15/2025 Decker Retirement Planning Inc.1,634$88K0.1%N/A0.000%
1/15/2025 Occidental Asset Management LLC73,924$3.98M0.6%+5.6%0.009%
1/15/2025 Salvus Wealth Management LLC10,290$554K0.4%+10.5%0.001%
1/15/2025 Carnegie Investment Counsel5,448$293K0.0%-32.4%0.001%
1/14/2025 Pinnacle Bancorp Inc.1,087$59K0.0%-18.6%0.000%
1/14/2025 Roble Belko & Company Inc500$27K0.0%N/A0.000%
1/14/2025 Godsey & Gibb Inc.368,821$19.87M2.0%+1.0%0.044%
1/14/2025 Armstrong Advisory Group Inc.10,329$556K0.0%+4.2%0.001%
1/14/2025 Advisors Management Group Inc. ADV51,426$2.77M0.7%-0.8%0.006%
1/14/2025 Apella Capital LLC7,466$402K0.0%-2.7%0.001%
1/14/2025 Radnor Capital Management LLC20,812$1.12M0.2%-6.6%0.002%
1/14/2025 Meridian Financial Partners LLC13,970$752K0.4%+1.6%0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,753$94K0.0%+273.8%0.000%
1/14/2025 Park Avenue Securities LLC23,565$1.27M0.0%-8.3%0.003%
1/14/2025 Assenagon Asset Management S.A.42,199$2.27M0.0%-96.5%0.005%
1/14/2025 San Luis Wealth Advisors LLC14,644$789K0.1%+17.7%0.002%
1/14/2025 Allen Mooney & Barnes Investment Advisors LLC5,975$322K0.1%-17.3%0.001%
1/14/2025 Fifth Third Wealth Advisors LLC43,274$2.33M0.1%+8.5%0.005%
1/14/2025 Sovereign Financial Group Inc.16,506$889K0.2%+3.7%0.002%
1/14/2025 David J Yvars Group4,295$231K0.1%+11.8%0.001%
1/14/2025 Global Financial Private Client LLC17,093$921K0.3%+37.6%0.002%
1/13/2025 Marcum Wealth LLC7,190$387K0.0%-3.7%0.001%
1/13/2025 FNY Investment Advisers LLC900$48K0.0%N/A0.000%
1/13/2025 Courier Capital LLC27,172$1.46M0.1%-13.3%0.003%
1/13/2025 Miracle Mile Advisors LLC5,610$302K0.0%-68.2%0.001%
1/13/2025 Elevated Capital Advisors LLC17,634$950K0.3%+16.3%0.002%
1/13/2025 Bar Harbor Wealth Management12,855$692K0.0%-3.0%0.002%
1/13/2025 Elmwood Wealth Management Inc.17,279$931K0.4%-4.3%0.002%
1/13/2025 Wedmont Private Capital6,207$331K0.0%+8.0%0.001%
1/13/2025 Salem Investment Counselors Inc.6,222$335K0.0%+8.7%0.001%
1/13/2025 Fragasso Financial Advisors Inc6,839$368K0.0%-5.5%0.001%
1/13/2025 Thomasville National Bank18,308$986K0.1%+5.8%0.002%
1/13/2025 Capital Investment Advisors LLC73,355$3.95M0.1%-1.7%0.009%
1/13/2025 Brookstone Capital Management199,354$10.74M0.2%-0.8%0.024%
1/13/2025 Trust Co. of Toledo NA OH22,140$1.19M0.2%-10.7%0.003%
1/13/2025 Fiduciary Alliance LLC5,230$282K0.0%N/A0.001%
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1/13/2025 Czech National Bank182,131$9.81M0.1%+6.6%0.022%
1/10/2025 Graypoint LLC7,279$392K0.0%+6.7%0.001%
1/10/2025 HBW Advisory Services LLC12,961$698K0.1%-16.0%0.002%
1/10/2025 Ridgewood Investments LLC22,344$1.20M0.6%-0.9%0.003%
1/10/2025 A. D. Beadell Investment Counsel Inc.7,000$377K0.3%+40.0%0.001%
1/10/2025 ST Germain D J Co. Inc.6,622$357K0.0%-4.4%0.001%
1/10/2025 CJM Wealth Advisers Ltd.4,294$231K0.1%-8.7%0.001%
1/8/2025 First Hawaiian Bank27,598$1.49M0.0%-25.8%0.003%
1/8/2025 International Assets Investment Management LLC26,926$1.47M0.1%-98.2%0.003%
1/8/2025 Park National Corp OH4,253$229K0.0%-31.0%0.001%
(Data available from 1/1/2016 forward)

D Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of D shares?

During the previous two years, 1,447 institutional investors and hedge funds held shares of Dominion Energy. The most heavily invested institutionals were Arete Wealth Advisors LLC ($270.04B), Aspire Private Capital LLC ($39.89B), Vanguard Group Inc. ($4.35B), BlackRock Inc. ($3.10B), State Street Corp ($2.56B), Massachusetts Financial Services Co. MA ($1.70B), and JPMorgan Chase & Co. ($1.65B).Learn more on D's institutional investors.

What percentage of Dominion Energy stock is owned by institutional investors?

73.04% of Dominion Energy stock is owned by institutional investors. Learn more on D's institutional investor holdings.

Which institutional investors have been buying Dominion Energy stock?

Of the 1,176 institutional investors that purchased Dominion Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($16.26M), Dodge & Cox ($14.83M), Capital Research Global Investors ($13.98M), Vanguard Group Inc. ($12.43M), Norges Bank ($7.02M), Point72 Asset Management L.P. ($6.91M), and ClearBridge Investments Ltd ($5.21M).

How much institutional buying is happening at Dominion Energy?

Institutional investors have bought a total of 166,843,248 shares in the last 24 months. This purchase volume represents approximately $8.61B in transactions.

Which Dominion Energy major shareholders have been selling company stock?

Of the 953 institutional investors that sold Dominion Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($12.18M), Franklin Resources Inc. ($5.07M), Jennison Associates LLC ($3.81M), Bank of New York Mellon Corp ($2.52M), Federated Hermes Inc. ($2.05M), Point72 Asset Management L.P. ($1.97M), and Mitsubishi UFJ Trust & Banking Corp ($1.74M).

How much institutional selling is happening at Dominion Energy?

Institutional investors have sold a total of 84,818,053 shares in the last 24 months. This volume of shares sold represents approximately $4.59B in transactions.


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This page (NYSE:D) was last updated on 1/20/2025 by MarketBeat.com Staff
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