Dominion Energy (D) Institutional Ownership

$52.70

+0.40 (+0.76%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 73.04%
Number of Institutional Buyers (last 12 months): 691
Total Institutional Inflows (last 12 months): $4.63B

Number of Institutional Sellers (last 12 months): 673
Total Institutional Outflows (last 12 months): $1.59B

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D Institutional Buying and Selling by Quarter

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Dominion Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	BLB&B Advisors LLC	7,050	$345K	0.0%	-4.6%	0.001%
7/26/2024	Conning Inc.	34,510	$1.69M	0.1%	+0.8%	0.004%
7/26/2024	Pullen Investment Management LLC	19,720	$966K	0.8%	+50.1%	0.002%
7/26/2024	Simmons Bank	17,625	$864K	0.1%	-4.4%	0.002%
7/26/2024	Hall Capital Management Co. Inc.	10,981	$538K	0.3%	-3.3%	0.001%
7/26/2024	Harbour Investments Inc.	12,980	$636K	0.0%	-3.1%	0.002%
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7/26/2024	Atomi Financial Group Inc.	8,600	$421K	0.0%	+42.1%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	269,904	$13.23M	0.0%	+16.5%	0.032%
7/26/2024	Summit Securities Group LLC	19,800	$970K	0.2%	N/A	0.002%
7/26/2024	AlphaStar Capital Management LLC	8,393	$418K	0.0%	N/A	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	246,640	$12.09M	0.0%	-16.8%	0.029%
7/26/2024	State of Michigan Retirement System	247,867	$12.15M	0.1%	+2.0%	0.030%
7/26/2024	Trust Co. of Virginia VA	62,276	$3.05M	0.3%	-3.8%	0.007%
7/26/2024	First Command Advisory Services Inc.	4,527	$222K	0.0%	-19.9%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	39,070	$1.91M	0.4%	-11.0%	0.005%
7/26/2024	Verdence Capital Advisors LLC	23,377	$1.15M	0.1%	-15.8%	0.003%
7/26/2024	Bank of New York Mellon Corp	14,979,739	$734.01M	0.1%	+6.7%	1.788%
7/26/2024	TFG Advisers LLC	9,427	$462K	0.2%	+2.5%	0.001%
7/26/2024	Salomon & Ludwin LLC	72,971	$3.58M	0.4%	-7.4%	0.009%
7/25/2024	Cypress Capital Group	12,938	$634K	0.1%	-7.3%	0.002%
7/25/2024	Raymond James Trust N.A.	41,835	$2.05M	0.0%	-6.2%	0.005%
7/25/2024	Calamos Advisors LLC	298,318	$14.62M	0.1%	-3.5%	0.036%
7/25/2024	AMG National Trust Bank	56,827	$2.79M	0.1%	-8.0%	0.007%
7/25/2024	Independence Bank of Kentucky	2,280	$112K	0.0%	-42.1%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	10,909	$535K	0.1%	+1.8%	0.001%
7/25/2024	Institute for Wealth Management LLC.	4,179	$205K	0.0%	-9.8%	0.000%
7/25/2024	Sterling Investment Counsel LLC	4,101	$201K	0.1%	-21.3%	0.000%
7/25/2024	Kanawha Capital Management LLC	198,803	$9.74M	0.8%	+3.1%	0.024%
7/25/2024	First Merchants Corp	5,579	$273K	0.0%	-32.2%	0.001%
7/25/2024	Atlantic Union Bankshares Corp	24,764	$1.21M	0.1%	+25.2%	0.003%
7/24/2024	LRI Investments LLC	7,113	$349K	0.0%	+1,062.3%	0.001%
7/24/2024	EdgeRock Capital LLC	1,779	$87K	0.1%	N/A	0.000%
7/24/2024	Family Firm Inc.	557	$27K	0.0%	N/A	0.000%
7/24/2024	Tower Bridge Advisors	5,968	$292K	0.0%	-4.8%	0.001%
7/24/2024	Grove Bank & Trust	3,642	$178K	0.0%	-13.0%	0.000%
7/24/2024	Retirement Systems of Alabama	599,797	$29.39M	0.1%	-3.9%	0.072%
7/24/2024	Quotient Wealth Partners LLC	7,739	$379K	0.0%	+13.0%	0.001%
7/24/2024	VeraBank N.A.	9,029	$442K	0.1%	-2.9%	0.001%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	85,836	$4.21M	0.0%	-16.1%	0.010%
7/24/2024	Premier Path Wealth Partners LLC	8,789	$431K	0.1%	+21.3%	0.001%
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7/24/2024	New York State Teachers Retirement System	730,648	$35.80M	0.1%	-5.4%	0.087%
7/24/2024	Eagle Ridge Investment Management	9,771	$479K	0.0%	-4.6%	0.001%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	5,720	$280K	0.0%	N/A	0.001%
7/24/2024	My Legacy Advisors LLC	15,054	$738K	0.2%	N/A	0.002%
7/24/2024	Unique Wealth Strategies LLC	1,629	$80K	0.0%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	47,400	$2.32M	0.0%	-2.7%	0.006%
7/24/2024	&PARTNERS	25,304	$1.24M	0.1%	N/A	0.003%
7/24/2024	Cultivar Capital Inc.	1,603	$79K	0.1%	N/A	0.000%
7/23/2024	Geneos Wealth Management Inc.	58,924	$2.89M	0.1%	-25.3%	0.007%
7/23/2024	Precedent Wealth Partners LLC	10,742	$526K	0.2%	+37.9%	0.001%
7/23/2024	Hennessy Advisors Inc.	67,277	$3.30M	0.1%	-77.7%	0.008%
7/23/2024	Plimoth Trust Co. LLC	11,850	$581K	0.2%	+3.2%	0.001%
7/23/2024	1620 Investment Advisors Inc.	8,307	$407K	0.3%	N/A	0.001%
7/23/2024	First National Bank & Trust Co. of Newtown	5,828	$286K	0.1%	-3.3%	0.001%
7/23/2024	Harbour Trust & Investment Management Co	4,596	$225K	0.0%	-35.8%	0.001%
7/23/2024	Courier Capital LLC	26,563	$1.30M	0.1%	-9.0%	0.003%
7/23/2024	MeadowBrook Investment Advisors LLC	1,720	$84K	0.1%	-53.7%	0.000%
7/23/2024	Shelton Wealth Management LLC	7,634	$374K	0.2%	N/A	0.001%
7/23/2024	Byrne Asset Management LLC	1,100	$55K	0.0%	-15.4%	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	36,833	$1.81M	0.1%	+27.9%	0.004%
7/23/2024	Prossimo Advisors LLC	5,775	$283K	0.3%	-17.3%	0.001%
7/23/2024	XML Financial LLC	57,804	$2.83M	0.3%	-9.9%	0.007%
7/22/2024	Atria Wealth Solutions Inc.	44,939	$2.20M	0.0%	+2.7%	0.005%
7/22/2024	Bay Rivers Group	29,157	$1.43M	0.7%	-1.9%	0.003%
7/22/2024	Centennial Wealth Advisory LLC	7,381	$362K	0.2%	+2.8%	0.001%
7/22/2024	Fifth Third Bancorp	88,281	$4.33M	0.0%	+1.9%	0.011%
7/22/2024	Commerzbank Aktiengesellschaft FI	7,834	$384K	0.0%	+2.9%	0.001%
7/22/2024	Capital Investment Counsel Inc	24,464	$1.20M	0.2%	+8.7%	0.003%
7/22/2024	Chevy Chase Trust Holdings LLC	460,163	$22.55M	0.1%	-1.2%	0.055%
7/22/2024	Liberty One Investment Management LLC	15,674	$768K	0.1%	-5.9%	0.002%
7/22/2024	Hobbs Group Advisors LLC	2,046	$100K	0.0%	N/A	0.000%
7/22/2024	Sanibel Captiva Trust Company Inc.	5,623	$276K	0.0%	N/A	0.001%
7/22/2024	Carnegie Investment Counsel	9,054	$444K	0.0%	-35.0%	0.001%
7/22/2024	SeaCrest Wealth Management LLC	8,065	$395K	0.0%	-3.1%	0.001%
7/22/2024	Sunpointe LLC	4,492	$220K	0.1%	-24.7%	0.001%
7/22/2024	Dakota Wealth Management	53,830	$2.64M	0.1%	-2.8%	0.006%
7/22/2024	Colonial River Wealth Management LLC	54,805	$2.69M	1.4%	-4.7%	0.007%
7/20/2024	First Citizens Bank & Trust Co.	39,410	$1.93M	0.0%	+11.2%	0.005%
7/20/2024	First Horizon Advisors Inc.	16,816	$824K	0.0%	-1.8%	0.002%
7/20/2024	Continuum Advisory LLC	4,641	$227K	0.0%	-5.7%	0.001%
7/20/2024	Raymond James Financial Services Advisors Inc.	368,174	$18.04M	0.0%	+15.2%	0.044%
7/20/2024	Nisa Investment Advisors LLC	118,455	$5.80M	0.0%	+11.8%	0.014%
7/19/2024	Central Bank & Trust Co.	7,762	$380K	0.1%	-13.3%	0.001%
7/19/2024	BTC Capital Management Inc.	37,954	$1.86M	0.2%	-18.5%	0.005%
7/19/2024	MONECO Advisors LLC	10,836	$531K	0.1%	+10.1%	0.001%
7/19/2024	Cantor Fitzgerald Investment Advisors L.P.	44,551	$2.18M	0.2%	-80.8%	0.005%
7/19/2024	Chesley Taft & Associates LLC	15,577	$763K	0.0%	+2.3%	0.002%
7/19/2024	Vista Investment Partners LLC	13,275	$650K	0.2%	N/A	0.002%
7/19/2024	Raymond James & Associates	1,766,365	$86.55M	0.1%	-3.5%	0.211%
7/19/2024	Hoylecohen LLC	74,189	$3.64M	0.3%	-3.1%	0.009%
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7/19/2024	Maple Brown Abbott Ltd	1,250,630	$61.28M	6.5%	-3.3%	0.149%
7/19/2024	TCW Group Inc.	11,726	$575K	0.0%	+4.0%	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,895,368	$92.87M	0.1%	-8.2%	0.226%
7/19/2024	Sumitomo Life Insurance Co.	11,948	$585K	0.0%	-12.0%	0.001%
7/18/2024	Oak Harbor Wealth Partners LLC	9,012	$442K	0.1%	-5.2%	0.001%
7/18/2024	Gradient Investments LLC	3,915	$192K	0.0%	+232.3%	0.000%
7/18/2024	Brookstone Capital Management	203,392	$10.59M	0.2%	-3.7%	0.024%
7/18/2024	Blue Trust Inc.	13,751	$676K	0.0%	+11.8%	0.002%
7/18/2024	Center for Financial Planning Inc.	641	$31K	0.0%	-36.9%	0.000%
7/18/2024	Old Port Advisors	5,819	$285K	0.1%	-21.6%	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, 1,519 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 1,243 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 191,661,857 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 1,017 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 81,456,274 shares in the last 24 months. This volume of shares sold represents approximately $4.65B in transactions.