Dominion Energy Inc (D) Ownership

50.67 ↑0.04 (0.08%)

As of April 23, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Dominion Energy Inc (D), owning a total of 76.2 million shares. Combined, the top 27 institutional holders of D own 56.17% of the company with a total of 470.4 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of D by 4.8 million shares. 10 institutions bought 27,898,047 total additional shares and increased their ownership by an average of 27.51%. However 9 institutions sold 23,059,340 total shares and decreased their ownership by an average of 15.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Dominion Energy increased by a net total of 4,838,707 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.095%	0.094%	76,176,492	71,653	2023-12-31
BlackRock Inc	7.039%	-0.261%	58,954,871	-154,309	2023-12-31
State Street Corporation	5.705%	2.195%	47,786,569	1,026,191	2023-12-31
Massachusetts Financial Services Company	3.241%	-0.319%	27,146,826	-86,798	2023-12-31
Dodge & Cox	2.722%	39.637%	22,800,383	6,472,100	2023-12-31
T. Rowe Price Associates, Inc.	2.590%	-0.725%	21,693,186	-158,498	2023-12-31
Wellington Management Company LLP	2.208%	13.179%	18,493,273	2,153,488	2023-12-31
Capital Research Global Investors	2.146%	136.456%	17,970,856	10,370,768	2023-12-31
Geode Capital Management, LLC	1.880%	1.949%	15,745,328	300,969	2023-12-31
Bank of New York Mellon Corp	1.759%	50.104%	14,731,038	4,917,178	2023-12-31
JPMorgan Chase & Co	1.711%	-38.753%	14,328,636	-9,066,283	2023-12-31
Amvescap Plc.	1.435%	-27.316%	12,017,753	-4,516,528	2023-12-31
Canada Pension Plan Investment Board	1.369%	0.000%	11,469,631	0	2023-12-31
FMR Inc	1.236%	-24.696%	10,353,500	-3,395,391	2023-12-31
Franklin Resources Inc	1.214%	-27.371%	10,166,186	-3,831,188	2023-12-31
Bank of America Corp	1.171%	-9.222%	9,809,043	-996,537	2023-12-31
Goldman Sachs Group Inc	1.150%	19.942%	9,635,040	1,601,985	2023-12-31
Legal & General Group PLC	1.134%	11.532%	9,499,473	982,244	2023-12-31
Northern Trust Corp	1.018%	0.017%	8,528,879	1,471	2023-12-31
Nuveen Asset Management, LLC	0.960%	-9.600%	8,039,819	-853,808	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.095%	0.094%	76,176,492	71,653	2023-12-31
BlackRock Inc	7.039%	-0.261%	58,954,871	-154,309	2023-12-31
State Street Corporation	5.705%	2.195%	47,786,569	1,026,191	2023-12-31
Massachusetts Financial Services Company	3.241%	-0.319%	27,146,826	-86,798	2023-12-31
Dodge & Cox	2.722%	39.637%	22,800,383	6,472,100	2023-12-31
T. Rowe Price Associates, Inc.	2.590%	-0.725%	21,693,186	-158,498	2023-12-31
Wellington Management Company LLP	2.208%	13.179%	18,493,273	2,153,488	2023-12-31
Capital Research Global Investors	2.146%	136.456%	17,970,856	10,370,768	2023-12-31
Geode Capital Management, LLC	1.880%	1.949%	15,745,328	300,969	2023-12-31
Bank of New York Mellon Corp	1.759%	50.104%	14,731,038	4,917,178	2023-12-31
JPMorgan Chase & Co	1.711%	-38.753%	14,328,636	-9,066,283	2023-12-31
Amvescap Plc.	1.435%	-27.316%	12,017,753	-4,516,528	2023-12-31
Canada Pension Plan Investment Board	1.369%	0.000%	11,469,631	0	2023-12-31
FMR Inc	1.236%	-24.696%	10,353,500	-3,395,391	2023-12-31
Franklin Resources Inc	1.214%	-27.371%	10,166,186	-3,831,188	2023-12-31
Bank of America Corp	1.171%	-9.222%	9,809,043	-996,537	2023-12-31
Goldman Sachs Group Inc	1.150%	19.942%	9,635,040	1,601,985	2023-12-31
Legal & General Group PLC	1.134%	11.532%	9,499,473	982,244	2023-12-31
Northern Trust Corp	1.018%	0.017%	8,528,879	1,471	2023-12-31
Royal Bank of Canada	1.012%	-0.185%	8,483,187	-15,717	2023-09-30
Nuveen Asset Management, LLC	0.960%	-9.600%	8,039,819	-853,808	2023-12-31
Deutsche Bank AG	0.833%	-2.360%	6,969,001	-168,437	2023-03-31
Federated Hermes Inc	0.804%	4.072%	6,730,937	263,351	2023-06-30
Mitsubishi UFJ Trust & Banking Corp	0.781%	9.800%	6,505,756	580,665	2022-09-30
Morgan Stanley - Brokerage Accounts	0.704%	-9.163%	5,892,361	-594,388	2023-03-31
California Public Employees Retrmnt Sys	0.660%	-5.116%	5,508,463	-296,976	2022-12-31
Caisse De Depot Et Placement Du Quebec	0.593%	-4.400%	4,943,625	-227,530	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Dominion Energy Inc (D), owning a total of 26.2 million shares. Combined, the top 34 mutual fund holders of D own 40.07% of the company with a total of 335.3 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of D by 1 million shares. 1 funds bought 1,069,241 total additional shares and increased their ownership by an average of 15.62%. However 2 funds sold 109,656 total shares and decreased their ownership by an average of 0.53%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Dominion Energy increased by a net total of 959,585 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Utilities Select Sector SPDR® ETF	1.262%	-0.294%	10,571,748	-31,130	2024-03-31
SPDR® S&P 500 ETF Trust	1.205%	-0.772%	10,092,957	-78,526	2024-03-31
JPM US Equity Income-Composite	0.945%	15.622%	7,913,754	1,069,241	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.134%	-0.219%	26,249,714	-57,473	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	2.076%	25,873,387	526,238	2023-03-31
Vanguard Institutional 500 Index Trust	2.495%	1.059%	20,895,102	218,946	2024-02-29
Vanguard 500 Index Investor	2.406%	0.544%	20,134,852	108,848	2023-08-31
MFS Value A	1.970%	15.683%	16,500,081	2,236,905	2024-02-29
Dodge & Cox Stock I	1.921%	43.022%	16,086,200	4,838,800	2023-12-31
MFS Large Cap Value (SMA)	1.849%	39,630,500.000%	15,455,931	15,455,892	2023-06-30
MFS Large Cap Value Equity	1.723%	-4.093%	14,431,924	-615,878	2023-12-31
Utilities Select Sector SPDR® ETF	1.262%	-0.294%	10,571,748	-31,130	2024-03-31
SPDR® S&P 500 ETF Trust	1.205%	-0.772%	10,092,957	-78,526	2024-03-31
Fidelity 500 Index	1.198%	1.016%	10,036,077	100,983	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	9,750,755	62,056	2023-11-30
T. Rowe Price Value	1.058%	4.582%	8,819,508	386,385	2022-09-30
T. Rowe Price US Value Equity Composite	1.058%	4.582%	8,819,508	386,385	2022-09-30
iShares Core S&P 500 ETF	1.036%	0.740%	8,674,347	63,744	2024-03-28
Vanguard Equity-Income Inv	0.970%	10.635%	8,126,694	781,191	2023-12-31
American Funds Capital Income Bldr A	0.960%	72.089%	8,037,410	3,366,913	2023-12-31
JPM US Equity Income-Composite	0.945%	15.622%	7,913,754	1,069,241	2024-03-31
JPM US Equity Income-MA	0.852%	114,391.000%	7,128,214	7,121,988	2023-09-30
T. Rowe Price U.S. Value Equity Tr-Z	0.838%	7.519%	6,981,563	488,221	2022-09-30
Vanguard Value Index Inv	0.833%	0.346%	6,977,452	24,024	2024-02-29
JPMorgan Equity Income I	0.774%	-1.693%	6,479,560	-111,571	2024-02-29
American Funds Income Fund of Amer A	0.775%	8.370%	6,473,473	500,000	2022-12-31
iShares Select Dividend ETF	0.739%	0.413%	6,188,398	25,480	2024-03-28
Franklin Income A1	0.716%	0.000%	6,000,000	0	2024-02-29
Vanguard Institutional Index I	0.658%	-0.354%	5,514,607	-19,597	2024-02-29
Vanguard Utilities ETF	0.605%	-0.405%	5,069,489	-20,588	2024-02-29
DWS Top Dividende LD	0.598%	0.000%	5,000,092	-6	2023-03-31
Federated Hermes Strategic Value Div IS	0.584%	16.281%	4,893,021	685,075	2023-12-31
Federated Hermes Strategic Val Dividend	0.584%	16.281%	4,893,021	685,075	2023-12-31
T. Rowe Price Equity Income	0.571%	2.468%	4,775,000	115,000	2023-09-30
T. Rowe Price US Lg-Cp Equity Inc Comp	0.571%	2.468%	4,775,000	115,000	2023-09-30
State St S&P 500® Indx SL Cl III	0.470%	1.311%	3,926,738	50,800	2023-03-31
Franklin Utilities A1	0.456%	0.000%	3,800,000	0	2022-12-31