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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
17,549
shares
|
$1.07 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
17,224
shares
|
$1.05 Million
0.43% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
17,170
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.19%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
17,145
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
17,103
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
17,009
shares
|
$1.04 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
16,981
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,974
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,950
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 38.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
16,877
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
16,852
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2022
Reduced 21.0%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
16,836
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,823
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.14%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
16,817
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 48.38%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,774
shares
|
$1.02 Million
0.59% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
16,715
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
16,713
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,693
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
16,637
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
16,629
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
16,577
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
16,443
shares
|
$1 Million
0.77% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
16,384
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
16,382
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,252
shares
|
$992,834
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|