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 1,599 institutions that hold shares in the stock, with a total of 633 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
29,089
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
29,054
shares
|
$1.7 Million
0.1% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
28,998
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
28,766
shares
|
$1.68 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
|
$1.68 Million
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,748
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
28,601
shares
|
$1.67 Million
0.56% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
28,511
shares
|
$1.67 Million
0.32% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
28,489
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
28,184
shares
|
$1.65 Million
0.07% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
28,098
shares
|
$1.64 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
28,000
shares
|
$1.64 Million
0.37% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
27,692
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Added 138.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,452
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2022
Added 1.58%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
27,351
shares
|
$1.6 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
26,929
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
26,809
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2023
Added 56.92%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
26,771
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
26,716
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
26,597
shares
|
$1.56 Million
0.21% of portfolio
|
Q1 2025
Added 30.81%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
26,514
shares
|
$1.55 Million
0.22% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
26,509
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
26,506
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
26,489
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
26,460
shares
|
$1.55 Million
0.1% of portfolio
|
Q1 2025
Added 22.76%
|