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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
30,474
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
30,449
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
30,142
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
29,665
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,580
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
29,464
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
29,391
shares
|
$1.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
29,372
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
29,334
shares
|
$1.79 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
29,262
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
29,240
shares
|
$1.79 Million
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
29,022
shares
|
$1.77 Million
0.56% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
28,766
shares
|
$1.76 Million
0.37% of portfolio
|
Q4 2022
Reduced 13.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
28,766
shares
|
$1.76 Million
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,748
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
28,616
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 32.86%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
28,580
shares
|
$1.75 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
28,489
shares
|
$1.74 Million
0.2% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
27,968
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Aug 13, 2025 Q2 2025 |
27,832
shares
|
$1.7 Million
4.77% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
27,773
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
27,526
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,500
shares
|
$1.68 Million
4.34% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,452
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2022
Added 1.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
27,353
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.97%
|