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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,390
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
33,323
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
33,299
shares
|
$2.03 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
33,041
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
32,939
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
32,932
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2025
Added 78.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
32,720
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
32,708
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
32,300
shares
|
$1.97 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
32,266
shares
|
$1.97 Million
0.34% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
32,185
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
32,049
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
32,026
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Added 67.69%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
31,778
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
31,601
shares
|
$1.93 Million
0.84% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
31,587
shares
|
$1.93 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
31,493
shares
|
$1.92 Million
0.7% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
31,318
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
31,073
shares
|
$1.9 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
31,000
shares
|
$1.89 Million
0.36% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
30,939
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
30,841
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
Added 95.93%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
30,681
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
30,647
shares
|
$1.87 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
30,491
shares
|
$1.86 Million
0.22% of portfolio
|
Q2 2025
Added 40.8%
|