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Dominion Energy (D) Institutional Ownership

Dominion Energy logo
$54.38 +0.07 (+0.13%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Dominion Energy (NYSE:D)

Current
Institutional Ownership
Percentage
73.04%
Number of
Institutional Buyers
(last 12 months)
864
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
636
Total
Institutional Outflows
(last 12 months)
$2.22B
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D Institutional Buying and Selling by Quarter

Dominion Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cerity Partners LLC184,773$10.36M0.0%-24.7%0.022%
4/30/2025Hunter Associates Investment Management LLC3,688$206K0.0%N/A0.000%
4/30/2025Financial Gravity Asset Management Inc.1,757$99K0.0%N/A0.000%
4/30/2025Alps Advisors Inc.441,857$24.78M0.1%-1.4%0.052%
4/30/2025Allworth Financial LP21,538$1.15M0.0%+1.5%0.003%
4/30/2025POM Investment Strategies LLC1,640$92K0.1%N/A0.000%
4/30/2025Nisa Investment Advisors LLC208,978$11.72M0.1%+40.0%0.025%
4/30/2025Axxcess Wealth Management LLC58,898$3.30M0.1%-6.7%0.007%
4/30/2025New Mexico Educational Retirement Board39,273$2.20M0.1%-1.8%0.005%
4/30/2025Rehmann Capital Advisory Group5,719$321K0.0%+12.8%0.001%
4/30/2025Chemung Canal Trust Co.10,835$608K0.1%-6.9%0.001%
4/30/2025Greenleaf Trust15,812$887K0.0%-4.2%0.002%
4/30/2025DekaBank Deutsche Girozentrale116,843$6.39M0.0%-19.8%0.014%
4/30/2025Personal CFO Solutions LLC22,841$1.28M0.3%-1.8%0.003%
4/30/2025AlphaStar Capital Management LLC12,237$686K0.1%-24.1%0.001%
4/30/2025M&T Bank Corp149,965$8.41M0.0%-3.9%0.018%
4/30/202549 Wealth Management LLC5,858$328K0.0%N/A0.001%
4/30/2025Stratos Wealth Partners LTD.33,092$1.86M0.0%-8.4%0.004%
4/30/2025Liberty One Investment Management LLC12,557$704K0.1%-1.9%0.001%
4/30/2025NTV Asset Management LLC10,567$592K0.1%-6.3%0.001%
4/30/2025Navalign LLC13,592$762K0.2%+6.1%0.002%
4/30/2025Brown Advisory Inc.99,258$5.57M0.0%-4.2%0.012%
4/30/2025Beverly Hills Private Wealth LLC28,511$1.60M0.3%+3.7%0.003%
4/30/2025Crossmark Global Holdings Inc.34,052$1.91M0.0%+1.4%0.004%
4/29/2025U.S. Capital Wealth Advisors LLC8,917$500K0.0%-12.9%0.001%
4/29/2025Financial Counselors Inc.43,427$2.44M0.0%-5.7%0.005%
4/29/2025TD Private Client Wealth LLC8,510$477K0.0%+4.3%0.001%
4/29/2025Envestnet Asset Management Inc.822,230$46.10M0.0%-3.9%0.096%
4/29/2025Ifrah Financial Services Inc.4,103$230K0.1%-8.1%0.000%
4/29/2025Lee Danner & Bass Inc.25,069$1.41M0.1%-1.6%0.003%
4/29/2025Sharp Financial Services LLC11,154$625K0.5%+5.7%0.001%
4/29/2025Concurrent Investment Advisors LLC35,538$1.99M0.0%+5.7%0.004%
4/29/2025Simmons Bank22,696$1.27M0.1%+39.2%0.003%
4/29/2025HM Payson & Co.9,341$524K0.0%-5.1%0.001%
4/29/2025Bank of New York Mellon Corp15,878,683$890.32M0.2%+6.3%1.863%
4/29/2025World Investment Advisors16,984$952K0.0%-10.6%0.002%
4/29/2025von Borstel & Associates Inc.1,465$82K0.0%N/A0.000%
4/29/2025Capital Investment Advisory Services LLC60,526$3.39M0.3%+5.5%0.007%
4/29/2025Strategic Blueprint LLC7,988$448K0.0%+81.7%0.001%
4/29/2025Brookstone Capital Management210,393$11.80M0.2%+5.5%0.025%
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4/29/2025Global Wealth Management Investment Advisory Inc.80,314$4.50M0.9%+4.5%0.009%
4/29/2025IFM Investors Pty Ltd272,090$15.72M0.2%+20.3%0.032%
4/29/2025GF Fund Management CO. LTD.111,478$6.25M0.1%-2.4%0.013%
4/29/2025OneDigital Investment Advisors LLC24,455$1.37M0.0%+4.2%0.003%
4/29/2025Calamos Advisors LLC294,453$16.51M0.1%+1.1%0.035%
4/29/2025Aviance Capital Partners LLC5,637$316K0.0%+19.7%0.001%
4/29/2025Checchi Capital Advisers LLC5,642$316K0.0%+15.7%0.001%
4/28/2025 North Capital Inc.2,062$116K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.56,685$3.18M0.0%-1.3%0.007%
4/28/2025 Principal Financial Group Inc.939,325$52.67M0.0%-0.5%0.110%
4/28/2025 Mutual Advisors LLC8,243$436K0.0%-24.5%0.001%
4/28/2025 Capital Investment Counsel Inc26,514$1.49M0.2%+10.0%0.003%
4/28/2025 Teacher Retirement System of Texas161,777$9.07M0.0%+226.9%0.019%
4/28/2025 First Horizon Advisors Inc.16,316$915K0.0%+1.6%0.002%
4/28/2025 Private Trust Co. NA5,183$291K0.0%+8.2%0.001%
4/28/2025 Pinnacle Financial Partners Inc8,964$500K0.0%-18.5%0.001%
4/28/2025 Fiduciary Group LLC7,713$432K0.0%-6.9%0.001%
4/28/2025 Miller Howard Investments Inc. NY33,717$1.89M0.1%+10.1%0.004%
4/28/2025 Kanawha Capital Management LLC200,430$11.24M0.9%+3.8%0.024%
4/28/2025 First Bank & Trust14,672$823K0.2%-49.5%0.002%
4/28/2025 Lawson Kroeker Investment Management Inc. NE9,007$505K0.1%+12.5%0.001%
4/28/2025 NovaPoint Capital LLC18,735$1.05M0.3%+3.5%0.002%
4/28/2025 Keybank National Association OH164,082$9.20M0.0%-8.2%0.019%
4/28/2025 Rossby Financial LCC18,487$979K0.4%-4.2%0.002%
4/28/2025 DAVENPORT & Co LLC408,900$22.92M0.1%+1.1%0.048%
4/28/2025 Summit Trail Advisors LLC15,751$883K0.0%+54.5%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd138,876$7.79M0.1%+7.5%0.016%
4/28/2025 Smith Group Asset Management LLC6,400$359K0.0%-5.9%0.001%
4/28/2025 BLB&B Advisors LLC7,003$393K0.0%+9.5%0.001%
4/28/2025 Salomon & Ludwin LLC72,122$4.04M0.4%+1.6%0.008%
4/25/2025 Alta Advisers Ltd4,461$250K0.1%N/A0.001%
4/25/2025 Advisors Management Group Inc. ADV50,898$2.85M0.6%-1.0%0.006%
4/25/2025 Koshinski Asset Management Inc.7,396$415K0.0%+3.7%0.001%
4/25/2025 Canandaigua National Bank & Trust Co.24,928$1.40M0.1%-13.3%0.003%
4/25/2025 DiNuzzo Private Wealth Inc.8,509$477K0.1%+3.3%0.001%
4/25/2025 IRON Financial LLC9,846$552K0.3%N/A0.001%
4/25/2025 New York State Teachers Retirement System642,769$36.04M0.1%-3.0%0.075%
4/25/2025 Amalgamated Bank165,775$9.30M0.1%+0.8%0.019%
4/25/2025 Bay Capital Advisors LLC10,952$614K0.5%-17.9%0.001%
4/25/2025 KBC Group NV67,568$3.79M0.0%+3.3%0.008%
4/25/2025 Joel Isaacson & Co. LLC10,305$578K0.0%-9.8%0.001%
4/25/2025 Colonial River Investments LLC34,163$1.92M1.1%-10.4%0.004%
4/25/2025 Sumitomo Mitsui Trust Group Inc.2,109,437$118.28M0.1%+1.1%0.248%
4/24/2025 Cornerstone Advisors Asset Management LLC4,024$226K0.0%N/A0.000%
4/24/2025 Confluence Wealth Services Inc.15,457$824K0.1%+38.5%0.002%
4/24/2025 Jeppson Wealth Management LLC14,714$825K0.3%+14.7%0.002%
4/24/2025 Decker Retirement Planning Inc.724$41K0.0%-55.7%0.000%
4/24/2025 Allspring Global Investments Holdings LLC306,411$17.24M0.0%-11.8%0.036%
4/24/2025 TCV Trust & Wealth Management Inc.60,163$3.37M0.3%-3.1%0.007%
4/24/2025 Elevated Capital Advisors LLC18,080$1.01M0.3%+2.5%0.002%
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4/24/2025 3Chopt Investment Partners LLC31,598$1.77M0.5%+7.8%0.004%
4/24/2025 Mirae Asset Global Investments Co. Ltd.216,451$12.14M0.0%+140.2%0.025%
4/24/2025 Jaffetilchin Investment Partners LLC8,240$462K0.0%+36.4%0.001%
4/24/2025 Bartlett & CO. Wealth Management LLC2,432$136K0.0%-25.5%0.000%
4/24/2025 Illinois Municipal Retirement Fund122,086$6.85M0.1%-35.6%0.014%
4/24/2025 Trust Co. of Vermont16,165$906K0.0%-5.3%0.002%
4/24/2025 Diversified Trust Co5,426$304K0.0%N/A0.001%
4/24/2025 Park Place Capital Corp499$28K0.0%-33.6%0.000%
4/24/2025 CNB Bank2,628$147K0.1%-43.0%0.000%
4/24/2025 First Merchants Corp4,958$278K0.0%-29.3%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, 1,488 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. ($4.82B), BlackRock Inc. ($3.10B), State Street Corp ($2.56B), Massachusetts Financial Services Co. MA ($1.67B), 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 1,223 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), Norges Bank ($15.81M), Dodge & Cox ($14.83M), Capital Research Global Investors ($13.98M), Vanguard Group Inc. ($13.11M), ClearBridge Investments Ltd ($5.21M), and Point72 Asset Management L.P. ($4.38M).

How much institutional buying is happening at Dominion Energy?

Institutional investors have bought a total of 190,226,331 shares in the last 24 months. This purchase volume represents approximately $9.75B in transactions.

Which Dominion Energy major shareholders have been selling company stock?

Of the 959 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: Franklin Resources Inc. ($5.07M), Price T Rowe Associates Inc. MD ($4.64M), Federated Hermes Inc. ($4.36M), Point72 Asset Management L.P. ($3.70M), Bank of New York Mellon Corp ($2.52M), Caisse DE Depot ET Placement DU Quebec ($2.36M), and Legal & General Group Plc ($2.21M).

How much institutional selling is happening at Dominion Energy?

Institutional investors have sold a total of 79,719,628 shares in the last 24 months. This volume of shares sold represents approximately $4.11B in transactions.



This page (NYSE:D) was last updated on 4/30/2025 by MarketBeat.com Staff
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