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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
24,512
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
24,399
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
24,170
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.04%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,918
shares
|
$1.46 Million
0.68% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
23,599
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
23,313
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
23,202
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 15164.47%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
22,841
shares
|
$1.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,831
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
22,791
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
22,575
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
22,437
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
22,290
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
22,057
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,836
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 38.65%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
21,628
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
21,584
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2025
Added 100.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,573
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
21,168
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
20,882
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
20,728
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Tredje Ap Fonden
|
Aug 05, 2025 Q2 2025 |
20,631
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 86.35%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
20,600
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
20,535
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
20,445
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2025
Added 39.68%
|