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Dominion Energy (D) Institutional Ownership

+0.25 (+0.48%)
(As of 05/24/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/24/2024 Cetera Advisors LLC76,824$3.78M0.0%+78.6%0.009%
5/24/2024 Cetera Investment Advisers224,653$11.05M0.0%+177.9%0.027%
5/22/2024 Burney Co.9,304$458K0.0%-13.9%0.001%
5/21/2024 Atria Investments Inc110,717$5.45M0.1%+17.1%0.013%
5/21/2024 LRI Investments LLC612$30K0.0%N/A0.000%
5/21/2024 Arrow Financial Corp24,196$1.19M0.1%+5.9%0.003%
5/20/2024 Adams Wealth Management14,723$724K0.2%-2.0%0.002%
5/20/2024 Bluefin Capital Management LLC6,900$339K0.1%-71.6%0.001%
5/17/2024 Aspect Partners LLC1,419$70K0.1%-21.0%0.000%
5/17/2024 Citizens Financial Group Inc. RI4,425$218K0.0%N/A0.001%
5/17/2024 New Covenant Trust Company N.A.1,977$97K0.1%N/A0.000%
5/17/2024 Western Pacific Wealth Management LP932$46K0.0%N/A0.000%
5/17/2024 XML Financial LLC64,163$3.16M0.3%-14.0%0.008%
5/17/2024 Garner Asset Management Corp15,582$767K0.4%+283.0%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC4,144$204K0.0%-22.9%0.000%
5/17/2024 Beacon Capital Management LLC945$46K0.0%+2,525.0%0.000%
5/17/2024 Semmax Financial Advisors Inc.1,023$54K0.0%-36.3%0.000%
5/17/2024 Comerica Bank193,108$9.50M0.0%+1.9%0.023%
5/17/2024 Tidal Investments LLC35,938$1.77M0.0%+9.6%0.004%
5/16/2024 Redwood Investment Management LLC44,132$2.17M0.2%-3.4%0.005%
5/16/2024 California State Teachers Retirement System1,151,043$56.62M0.1%-3.6%0.137%
5/16/2024 B. Riley Wealth Advisors Inc.49,085$2.41M0.1%+49.9%0.006%
5/16/2024 Janus Henderson Group PLC111,713$5.49M0.0%-3.7%0.013%
5/16/2024 Kinloch Capital LLC5,351$263K0.1%+14.3%0.001%
5/16/2024 Silvercrest Asset Management Group LLC59,050$2.91M0.0%-6.0%0.007%
5/15/2024 SVB Wealth LLC8,383$412K0.0%-3.7%0.001%
5/15/2024 Public Employees Retirement System of Ohio393,162$19.34M0.1%-6.8%0.047%
5/15/2024 Public Employees Retirement Association of Colorado121,465$5.98M0.0%-3.5%0.015%
5/15/2024 Energy Income Partners LLC177,125$8.71M0.2%N/A0.021%
5/15/2024 Manhattan West Asset Management LLC71,010$3.49M0.8%+13.0%0.008%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund27,615$1.36M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems63,549$3.13M0.1%-5.1%0.008%
5/15/2024 CoreFirst Bank & Trust776$38K0.0%-43.6%0.000%
5/15/2024 Price T Rowe Associates Inc. MD24,494,873$1.20B0.1%+12.9%2.924%
5/15/2024 BOKF NA20,810$1.02M0.0%-8.4%0.002%
5/15/2024 Lazard Asset Management LLC18,179$893K0.0%+1,232.8%0.002%
5/15/2024 Epoch Investment Partners Inc.4,445$219K0.0%-6.7%0.001%
5/15/2024 LRI Investments LLC612$32K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.798,095$39.26M0.0%N/A0.095%
5/15/2024 Linscomb Wealth Inc.14,255$701K0.0%-2.4%0.002%
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5/15/2024 Truvestments Capital LLC2,620$129K0.0%-27.7%0.000%
5/15/2024 Quadrature Capital Ltd57,931$2.85M0.0%N/A0.007%
5/15/2024 Gabelli Funds LLC452,300$22.25M0.2%-1.8%0.054%
5/14/2024 Canada Pension Plan Investment Board11,463,265$563.88M0.6%-0.1%1.369%
5/14/2024 Capital Research Global Investors21,584,470$1.06B0.2%+20.1%2.577%
5/14/2024 Toronto Dominion Bank271,401$13.35M0.0%-43.6%0.032%
5/14/2024 Cadence Bank120,016$5.90M0.4%+0.8%0.014%
5/14/2024 Advisors Asset Management Inc.251,321$12.36M0.2%+9.0%0.030%
5/14/2024 Axxcess Wealth Management LLC27,677$1.36M0.0%-3.7%0.003%
5/14/2024 EP Wealth Advisors LLC7,624$375K0.0%+10.7%0.001%
5/14/2024 Shell Asset Management Co.4,879$240K0.0%-35.3%0.001%
5/14/2024 Crewe Advisors LLC1,884$93K0.0%N/A0.000%
5/14/2024 Leelyn Smith LLC40,763$2.01M0.4%+7.2%0.005%
5/14/2024 Saturna Capital Corp6,750$332K0.0%N/A0.001%
5/14/2024 CANADA LIFE ASSURANCE Co350,154$17.23M0.0%+0.3%0.042%
5/14/2024 American International Group Inc.211,945$10.43M0.0%-0.3%0.025%
5/14/2024 Vaughan David Investments LLC IL492,936$24.25M0.6%+2.3%0.059%
5/14/2024 Lake Street Advisors Group LLC5,661$278K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.12,112$596K0.0%+3.2%0.001%
5/13/2024 Delta Asset Management LLC TN4,265$210K0.0%-42.6%0.001%
5/13/2024 ClearBridge Investments Ltd5,207,245$256.14M7.3%+14.2%0.622%
5/13/2024 UniSuper Management Pty Ltd2,595,458$127.67M1.2%-26.9%0.310%
5/13/2024 O Shaughnessy Asset Management LLC56,319$2.77M0.0%+79.0%0.007%
5/13/2024 Rockport Wealth LLC8,659$426K0.1%N/A0.001%
5/11/2024 Lcnb Corp4,326$213K0.1%N/A0.001%
5/11/2024 Covestor Ltd1,650$81K0.1%+161.5%0.000%
5/11/2024 Jacobi Capital Management LLC14,528$715K0.1%+3.8%0.002%
5/11/2024 Chiron Capital Management LLC28,998$1.43M1.3%+37.4%0.003%
5/11/2024 Patten & Patten Inc. TN12,022$591K0.0%+14.3%0.001%
5/10/2024 Ontario Teachers Pension Plan Board22,400$1.10M0.0%+79.1%0.003%
5/10/2024 Osaic Holdings Inc.256,562$12.62M0.0%-32.8%0.031%
5/10/2024 TIAA Trust National Association38,111$1.88M0.0%+8.3%0.005%
5/10/2024 Vanguard Group Inc.88,355,205$4.35B0.1%+16.0%10.549%
5/10/2024 Intech Investment Management LLC14,383$708K0.0%N/A0.002%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp4,523,270$222.38M0.5%+1.3%0.540%
5/10/2024 Tocqueville Asset Management L.P.22,754$1.12M0.0%-4.4%0.003%
5/10/2024 TCTC Holdings LLC14,089$693K0.0%-3.4%0.002%
5/10/2024 Taylor Hoffman Wealth Management16,836$828K0.4%-6.4%0.002%
5/10/2024 Gratus Wealth Advisors LLC43,358$2.11M0.4%+14.4%0.005%
5/9/2024 Dorsey & Whitney Trust CO LLC12,963$638K0.0%+51.2%0.002%
5/9/2024 Blair William & Co. IL35,501$1.75M0.0%-0.8%0.004%
5/9/2024 Orion Portfolio Solutions LLC162,159$7.98M0.1%+5.9%0.019%
5/9/2024 HBK Sorce Advisory LLC9,982$491K0.0%+7.6%0.001%
5/9/2024 Midwest Professional Planners LTD.11,712$576K0.2%+63.1%0.001%
5/9/2024 Kingsview Wealth Management LLC27,023$1.33M0.0%+8.2%0.003%
5/9/2024 Alpha Family Trust6,540$322K0.2%N/A0.001%
5/9/2024 SageView Advisory Group LLC20,504$1.01M0.0%-32.6%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.992,122$48.80M0.1%+18.4%0.118%
5/9/2024 Tradewinds LLC.9,481$466K0.4%N/A0.001%
5/9/2024 State Board of Administration of Florida Retirement System1,030,940$50.71M0.1%+4.5%0.123%
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5/9/2024 Pettyjohn Wood & White Inc.43,104$2.12M0.4%-13.4%0.005%
5/9/2024 Koshinski Asset Management Inc.6,156$303K0.0%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.101,086$4.97M0.0%+15.2%0.012%
5/8/2024 Bleakley Financial Group LLC23,639$1.16M0.0%+6.4%0.003%
5/8/2024 ProShare Advisors LLC125,275$6.16M0.0%-1.4%0.015%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP8,194$403K0.5%N/A0.001%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,676,617$82.47M0.6%+6.6%0.200%
5/8/2024 Avantax Advisory Services Inc.41,139$2.02M0.0%-23.2%0.005%
5/8/2024 US Bancorp DE118,057$5.81M0.0%-12.8%0.014%
5/8/2024 Russell Investments Group Ltd.890,781$43.82M0.1%+21.3%0.106%
(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, 1,522 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 ($2.50B), Massachusetts Financial Services Co. MA ($1.28B), and Price T Rowe Associates Inc. MD ($1.20B).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 1,242 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), Vanguard Group Inc. ($15.20M), Dodge & Cox ($14.83M), Capital Research Global Investors ($13.98M), Price T Rowe Associates Inc. MD ($11.72M), Canada Pension Plan Investment Board ($8.70M), and Norges Bank ($7.02M).

How much institutional buying is happening at Dominion Energy?

Institutional investors have bought a total of 190,959,843 shares in the last 24 months. This purchase volume represents approximately $10.81B in transactions.

Which Dominion Energy major shareholders have been selling company stock?

Of the 1,024 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 ($3.90M), Van ECK Associates Corp ($2.77M), Bank of New York Mellon Corp ($2.53M), Mitsubishi UFJ Trust & Banking Corp ($2.02M), and Magellan Asset Management Ltd ($2.00M).

How much institutional selling is happening at Dominion Energy?

Institutional investors have sold a total of 81,096,003 shares in the last 24 months. This volume of shares sold represents approximately $4.66B in transactions.

This page (NYSE:D) was last updated on 5/25/2024 by Staff

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