Dominion Energy Ownership | Who Owns Dominion Energy?
Dominion Energy Ownership Summary
Dominion Energy is owned by 75.51% institutional investors, 0.12% insiders, and 24.36% retail investors. Vanguard group is the largest institutional shareholder, holding 10.50% of D shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Dominion Energy shares.
D Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dominion Energy | 75.51% | 0.12% | 24.36% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 87.91M | 10.50% | $4.31B |
| Blackrock | 61.27M | 7.32% | $3.00B |
| State street | 42.93M | 5.13% | $2.10B |
| Massachusetts financial services co /ma/ | 29.64M | 3.54% | $1.45B |
| Jpmorgan chase | 27.40M | 3.27% | $1.34B |
| Capital research global investors | 25.58M | 3.05% | $1.25B |
| Dodge & cox | 22.81M | 2.72% | $1.12B |
| Price t rowe associates inc /md/ | 19.38M | 2.31% | $949.66M |
| Geode capital management | 17.51M | 2.09% | $858.67M |
| Wellington management group llp | 15.47M | 1.85% | $757.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clearbridge investments | 5.04M | 7.21% | $247.00M |
| Maple-brown abbott | 1.25M | 6.46% | $61.28M |
| Empyrean capital partners, lp | 1.57M | 4.52% | $77.03M |
| Poplar forest capital | 602.82K | 4.12% | $29.54M |
| Graham capital wealth management | 46.47K | 3.07% | $2.28M |
| Robinson value management | 71.30K | 2.43% | $3.49M |
| Carson advisory | 67.84K | 2.33% | $3.32M |
| Wills financial group | 97.11K | 2.19% | $4.76M |
| Magellan asset management | 4.49M | 2.09% | $219.89M |
| Thompson siegel & walmsley | 2.64M | 2.08% | $129.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 8.33M | 0.06% | 8.33M |
| Hotchkis & wiley capital management | 5.16M | 0.88% | 5.16M |
| Jpmorgan chase | 27.40M | 0.11% | 5.15M |
| Capital research global investors | 25.58M | 0.28% | 4.00M |
| Jupiter asset management | 1.38M | 0.64% | 1.38M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 19.38M | 0.11% | -5.11M |
| Wellington management group llp | 15.47M | 0.14% | -2.41M |
| Fmr | 3.15M | 0.01% | -2.37M |
| Citadel advisors | 23.36K | 0.00% | -2.24M |
| Federated hermes | 5.75M | 0.67% | -2.05M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.33M | 0.06% | 8.33M | $408.06M |
| Hotchkis & wiley capital management | 5.16M | 0.88% | 5.16M | $252.78M |
| Jupiter asset management | 1.38M | 0.64% | 1.38M | $67.85M |
| Brandywine global investment management | 497.57K | 0.18% | 497.57K | $24.38M |
| Mirae asset global etfs | 362.41K | 0.04% | 362.41K | $17.77M |
Sold Out
| Holder | Change |
|---|---|
| Impact partnership wealth | -1.00 |
| Ruedi wealth management | -13.00 |
| Great lakes retirement | -16.00 |
| Chilton capital management | -19.00 |
| Financial synergies wealth advisors | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,358 | 4.30% | 633,557,508 | -0.26% | 75 | 1.32% | 653 | 15.78% | 479 | -6.81% |
| Jun 30, 2024 | 1,302 | 3.75% | 635,200,583 | 1.30% | 75 | 1.35% | 564 | -3.26% | 514 | 5.54% |
| Mar 31, 2024 | 1,255 | -1.34% | 627,023,439 | 2.48% | 74 | 1.40% | 583 | 16.37% | 487 | -16.89% |
| Dec 31, 2023 | 1,272 | 2.50% | 611,841,533 | -0.12% | 73 | 1.37% | 501 | 3.73% | 586 | 10.78% |
| Sep 30, 2023 | 1,241 | -5.98% | 612,555,618 | 2.40% | 73 | 1.43% | 483 | -15.26% | 529 | 0.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 26.51M | 3.16% | -94.80K |
| Vanguard Institutional 500 Index Trust | 22.24M | 2.65% | 264.67K |
| MFS Large Cap Value Equity | 16.64M | 1.98% | -367.86K |
| MFS Value A | 16.53M | 1.97% | -110.48K |
| Dodge & Cox Stock I | 16.09M | 1.92% | - |
| The Utilities Select Sector SPDR® ETF | 12.58M | 1.50% | 46.78K |
| American Funds Capital Income Bldr A | 10.30M | 1.23% | - |
| Fidelity 500 Index | 10.31M | 1.23% | -13.48K |
| SPDR® S&P 500® ETF Trust | 10.18M | 1.21% | 3.46K |
| iShares Core S&P 500 ETF | 9.34M | 1.11% | 14.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2024 | RIGBY JOSEPH M | - | Buy | $100.00K |
| Mar 04, 2024 | BLUE ROBERT M | Chair, President and CEO | Buy | $997.89K |
| Dec 01, 2023 | Leopold Diane | Exec. Vice President and COO | Sell | $12.43K |
| Dec 01, 2023 | Leopold Diane | Exec. Vice President and COO | Sell | $31.86K |
| Dec 01, 2023 | Leopold Diane | Exec. Vice President and COO | Sell | $9.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | - | 4 |
| 2023 Q2 | 1 | 1 |
| 2023 Q1 | - | - |
D Ownership FAQ
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