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Dominion Energy (D) Institutional Ownership

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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)
762
Total
Institutional Inflows
(last 12 months)
$5.06B
Number of
Institutional Sellers
(last 12 months)
710
Total
Institutional Outflows
(last 12 months)
$1.90B
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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
4/27/2024Phoenix Wealth Advisors9,844$484K0.3%+5.7%0.001%
4/27/2024Nadler Financial Group Inc.4,167$205K0.0%N/A0.000%
4/27/2024Caas Capital Management LP100,000$4.92M0.4%N/A0.012%
4/26/2024Pinnacle Associates Ltd.27,358$1.35M0.0%-7.6%0.003%
4/26/2024Securian Asset Management Inc.49,286$2.42M0.1%-6.9%0.006%
4/26/2024Plan Group Financial LLC6,001$295K0.2%N/A0.001%
4/26/2024BLB&B Advisors LLC7,390$364K0.0%-8.2%0.001%
4/26/2024UMB Bank n.a.21,551$1.06M0.0%-24.8%0.003%
4/26/2024Advisors Management Group Inc. ADV52,074$2.56M0.6%-0.5%0.006%
4/26/2024LifeSteps Financial Inc.1,364$67K0.1%N/A0.000%
4/26/2024Yousif Capital Management LLC117,635$5.79M0.1%+1.3%0.014%
4/26/2024Schmidt P J Investment Management Inc.9,056$445K0.1%-21.9%0.001%
4/26/2024YHB Investment Advisors Inc.965$47K0.0%N/A0.000%
4/26/2024ZWJ Investment Counsel Inc.5,970$294K0.0%+4.9%0.001%
4/26/2024First National Trust Co22,892$1.13M0.0%-26.5%0.003%
4/26/2024SYSTM Wealth Solutions LLC11,208$551K0.1%-10.6%0.001%
4/26/2024Sumitomo Life Insurance Co.13,578$668K0.0%-5.3%0.002%
4/26/2024Virginia Wealth Management Group Inc.35,629$1.75M1.4%+47.0%0.004%
4/26/2024MONECO Advisors LLC9,640$474K0.1%N/A0.001%
4/26/2024Verdence Capital Advisors LLC27,748$1.37M0.1%+141.5%0.003%
4/26/2024Checchi Capital Advisers LLC4,264$210K0.0%N/A0.001%
4/26/2024Bogart Wealth LLC5,131$252K0.0%-26.2%0.001%
4/25/2024Lindbrook Capital LLC9,783$481K0.0%-12.4%0.001%
4/25/2024Bank of New York Mellon Corp14,039,337$690.60M0.1%-4.7%1.676%
4/25/2024Schnieders Capital Management LLC19,808$974K0.2%-21.3%0.002%
4/25/2024Advocate Group LLC129,288$6.36M1.3%+10.2%0.015%
4/25/2024Capital Investment Advisory Services LLC55,613$2.74M0.3%-2.6%0.007%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 259,491$12.76M0.0%+6.1%0.031%
4/25/2024MTM Investment Management LLC4,200$207K0.1%N/A0.001%
4/25/2024Armor Investment Advisors LLC6,309$310K0.1%-52.1%0.001%
4/25/2024 Valeo Financial Advisors LLC18,829$965K0.0%+71.0%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.231,764$11.40M0.0%+4.2%0.028%
4/24/2024 Leavell Investment Management Inc.7,578$373K0.0%-7.3%0.001%
4/24/2024 CENTRAL TRUST Co31,162$1.53M0.0%-8.4%0.004%
4/24/2024 V Square Quantitative Management LLC9,094$447K0.1%+61.2%0.001%
4/24/2024 Berkshire Bank29,764$1.46M0.4%-4.7%0.004%
4/24/2024 Arlington Capital Management Inc.16,476$810K0.7%+1.2%0.002%
4/24/2024 Premier Path Wealth Partners LLC7,248$357K0.1%+14.4%0.001%
4/24/2024 Hartford Financial Management Inc.46,983$2.31M0.5%+1.8%0.006%
4/24/2024 Dakota Wealth Management55,353$2.72M0.1%+41.1%0.007%
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4/24/2024 Simplicity Wealth LLC28,235$1.39M0.0%N/A0.003%
4/24/2024 Archford Capital Strategies LLC14,487$713K0.1%-2.8%0.002%
4/24/2024 NBT Bank N A NY20,807$1.02M0.1%-8.6%0.002%
4/24/2024 Spire Wealth Management20,869$1.03M0.0%+3.1%0.002%
4/24/2024 Buttonwood Financial Advisors Inc.20,449$1.01M0.5%+10.0%0.002%
4/24/2024 Essex Financial Services Inc.15,284$752K0.1%N/A0.002%
4/24/2024 Bar Harbor Wealth Management15,177$747K0.0%-17.6%0.002%
4/24/2024 Assenagon Asset Management S.A.334,417$16.45M0.0%-14.8%0.040%
4/23/2024 Godsey & Gibb Inc.357,489$17.59M1.9%+22.4%0.043%
4/23/2024 Canal Capital Management LLC9,643$474K0.1%-28.9%0.001%
4/23/2024 Precedent Wealth Partners LLC7,792$383K0.2%+30.8%0.001%
4/23/2024 Global Retirement Partners LLC12,236$602K0.0%-2.4%0.001%
4/23/2024 Cornell Pochily Investment Advisors Inc.10,376$510K0.2%-19.1%0.001%
4/23/2024 Louisiana State Employees Retirement System48,700$2.40M0.0%-3.8%0.006%
4/23/2024 United Asset Strategies Inc.18,034$887K0.1%+107.7%0.002%
4/23/2024 WASHINGTON TRUST Co5,840$287K0.0%-69.2%0.001%
4/23/2024 Spectrum Asset Management Inc. NB CA 15,412$758K0.3%N/A0.002%
4/23/2024 Oak Harbor Wealth Partners LLC9,507$468K0.1%+4.4%0.001%
4/23/2024 Amalgamated Bank173,405$8.53M0.1%-13.8%0.021%
4/23/2024 Nations Financial Group Inc. IA ADV9,131$449K0.0%-4.4%0.001%
4/23/2024 Gradient Investments LLC1,178$58K0.0%-50.5%0.000%
4/23/2024 New Mexico Educational Retirement Board42,173$2.07M0.1%-3.0%0.005%
4/23/2024 Fifth Third Bancorp86,623$4.26M0.0%+3.2%0.010%
4/23/2024 Graham Capital Wealth Management LLC45,658$2.25M2.5%+3.0%0.005%
4/23/2024 Wesbanco Bank Inc.119,298$5.87M0.2%+13.7%0.014%
4/23/2024 Summit Trail Advisors LLC4,992$246K0.0%-16.0%0.001%
4/23/2024 Stablepoint Partners LLC60,026$2.95M0.6%+7.9%0.007%
4/23/2024 Duncker Streett & Co. Inc.2,435$120K0.0%+19.7%0.000%
4/23/2024 Principle Wealth Partners LLC11,234$553K0.0%+76.1%0.001%
4/23/2024 Seven Grand Managers LLC250,000$12.30M6.0%N/A0.030%
4/23/2024 Hanson & Doremus Investment Management3,229$159K0.0%-26.4%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.319,634$15.72M0.0%-2.6%0.038%
4/22/2024 Confluence Wealth Services Inc.5,950$293K0.0%-27.4%0.001%
4/22/2024 Byrne Asset Management LLC1,300$64K0.0%-18.8%0.000%
4/22/2024 Harbour Trust & Investment Management Co7,161$352K0.0%-19.2%0.001%
4/22/2024 Bay Rivers Group29,713$1.46M0.8%-2.3%0.004%
4/22/2024 HF Advisory Group LLC5,431$267K0.1%+5.8%0.001%
4/22/2024 PFG Investments LLC13,818$680K0.0%N/A0.002%
4/22/2024 Oakworth Capital Inc.950$47K0.0%-30.9%0.000%
4/22/2024 Donaldson Capital Management LLC12,808$630K0.0%-1.8%0.002%
4/22/2024 Raymond James & Associates1,829,997$90.02M0.1%+11.5%0.218%
4/22/2024 Lawson Kroeker Investment Management Inc. NE7,835$385K0.1%-8.7%0.001%
4/22/2024 IFM Investors Pty Ltd281,123$13.83M0.2%+1.3%0.034%
4/22/2024 Hendershot Investments Inc.14,898$733K0.1%-5.5%0.002%
4/19/2024 Everett Harris & Co. CA55,669$2.74M0.0%+23.8%0.007%
4/19/2024 American National Bank & Trust Co. VA5,985$294K0.1%N/A0.001%
4/19/2024 Fruth Investment Management7,675$377K0.1%-11.5%0.001%
4/19/2024 Legacy Wealth Asset Management LLC7,203$354K0.1%+5.2%0.001%
4/19/2024 First Trust Direct Indexing L.P.25,131$1.24M0.1%+30.1%0.003%
4/19/2024 Norden Group LLC29,740$1.46M0.0%N/A0.004%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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4/19/2024 Valley National Advisers Inc.2,306$113K0.0%-19.2%0.000%
4/19/2024 State of Alaska Department of Revenue90,781$4.47M0.1%+0.5%0.011%
4/19/2024 Albion Financial Group UT800$39K0.0%+300.0%0.000%
4/19/2024 Carret Asset Management LLC45,456$2.24M0.3%-4.2%0.005%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.2,065,766$101.62M0.1%+0.7%0.247%
4/18/2024 Plimoth Trust Co. LLC11,480$565K0.2%-4.1%0.001%
4/18/2024 SeaCrest Wealth Management LLC8,327$410K0.1%-46.8%0.001%
4/18/2024 Financial Security Advisor Inc.33,396$1.64M0.6%-3.4%0.004%
4/18/2024 Eagle Ridge Investment Management10,245$504K0.0%+58.8%0.001%
4/18/2024 Capital Advisors Ltd. LLC662$33K0.0%-28.1%0.000%
(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, 1,585 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. ($3.58B), BlackRock Inc. ($3.10B), State Street Corp ($2.50B), Massachusetts Financial Services Co. MA ($1.28B), and JPMorgan Chase & Co. ($1.05B).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 1,313 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 ($16.41M), Dodge & Cox ($14.83M), Capital Research Global Investors ($11.93M), Price T Rowe Associates Inc. MD ($8.92M), Canada Pension Plan Investment Board ($8.77M), State Street Corp ($7.23M), and Norges Bank ($7.02M).

How much institutional buying is happening at Dominion Energy?

Institutional investors have bought a total of 182,146,205 shares in the last 24 months. This purchase volume represents approximately $10.90B in transactions.

Which Dominion Energy major shareholders have been selling company stock?

Of the 1,064 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 ($4.59M), Van ECK Associates Corp ($3.93M), BlackRock Inc. ($2.85M), Bank of New York Mellon Corp ($2.73M), and Mitsubishi UFJ Trust & Banking Corp ($2.20M).

How much institutional selling is happening at Dominion Energy?

Institutional investors have sold a total of 87,955,985 shares in the last 24 months. This volume of shares sold represents approximately $5.31B in transactions.


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This page (NYSE:D) was last updated on 4/27/2024 by MarketBeat.com Staff

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