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 |
|---|---|---|---|---|---|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
18,884
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2017
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
18,857
shares
|
$1.15 Million
0.39% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
18,839
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 67.35%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
18,786
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
18,700
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2019
Added 228.07%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
18,693
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 66.45%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
18,620
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,611
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
18,609
shares
|
$1.14 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
18,286
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2025
Added 66.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
18,248
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 79.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,189
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2020
Reduced 12.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,138
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
18,081
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,080
shares
|
$1.1 Million
0.32% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
18,004
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Rbo & CO LLC
St Helena, CA |
Aug 12, 2025 Q2 2025 |
17,976
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2024
Reduced 73.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
17,958
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
17,880
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,820
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
17,812
shares
|
$1.09 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
17,669
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
17,626
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
17,617
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
17,578
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 2.54%
|