Institutional Ownership Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D). We have compiled data on the 1,570 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
62,443
shares
|
$3.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
62,312
shares
|
$3.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
62,191
shares
|
$3.8 Million
0.74% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
61,800
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2025
Added 1414.71%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
61,756
shares
|
$3.77 Million
0.37% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
61,748
shares
|
$3.77 Million
0.66% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Texas Permanent School Fund
Austin, TX |
Sep 24, 2025 Q2 2025 |
59,924
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
59,868
shares
|
$3.66 Million
0.08% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
59,604
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
58,635
shares
|
$3.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
58,052
shares
|
$3.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
56,944
shares
|
$3.48 Million
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
56,484
shares
|
$3.45 Million
0.14% of portfolio
|
Q2 2025
Reduced 46.08%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
56,369
shares
|
$3.44 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
56,258
shares
|
$3.44 Million
1.68% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
56,000
shares
|
$3.42 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
55,732
shares
|
$3.4 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
55,045
shares
|
$3.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
54,886
shares
|
$3.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
54,627
shares
|
$3.34 Million
0.31% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
53,701
shares
|
$3.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
53,603
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
53,165
shares
|
$3.25 Million
0.2% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52,691
shares
|
$3.22 Million
0.13% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
52,641
shares
|
$3.22 Million
0.07% of portfolio
|
Q2 2025
New holding
|